Dalmia Bharat Sugar and Industries Limited has informed the Exchange regarding a press release dated August 05, 2025, titled "Press Release on Financial Results for the quarter ended June 30, 2025".
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Awaiting price reaction for this filing.
Dalmia Bharat Sugar reported Q1 FY26 results with total revenue of Rs. 957 Cr, down 2% YoY, and profit after tax (PAT) of Rs. 38 Cr, a sharp 30% decline from Rs. 55 Cr in the same quarter last year. Operating EBITDA fell 23% to Rs. 86 Cr with margins shrinking to 9% from 12%, dragged by lower sugar crushing in Uttar Pradesh and weaker margins in cane-based distilleries. Sugar sales volume dropped 11% to 1.46 LMT, though average sugar realisations improved 5% to Rs. 39.8/kg. The distillery segment was a bright spot, with volumes up 19% at 5.15 crore litres and segment EBIT up 19% at Rs. 22 Cr. Long-term credit rating was upgraded to CARE AA+ (Stable), and the company highlighted that India achieved the 20% ethanol blending milestone in July 2025, with higher ethanol prices expected for ESY 2025-26.
Mixed quarter for shareholders — weaker sugar segment profits and a sharp drop in overall earnings raise near-term concerns, but the credit rating upgrade, strong distillery growth, ethanol blending achievement, and expected MSP/ethanol price hikes provide a supportive medium-term outlook. Stock may see pressure on weak numbers but is cushioned by positive structural tailwinds.