DALMIASUGNSEDalmia Bharat Sugar and Industries Limited· SugarMediumNeutral
Announced Tue, 5 May · 19:19 IST

Dalmia Bharat Sugar and Industries Limited has informed the Exchange regarding a press release dated May 05, 2026, titled "Press Release on Financial Results for the quarter and year ended March 31, 2026".

Mgmt Guided Margin PressureInvestor Communications View source PDF

DALMIASUG · price

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Price reaction · full curve 14 horizons · vs prior close
-3.2%1-day move
₹403.00
prior close
₹390.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.0-1.9-1.5-0.9-3.2-4.2-5.3-8.4-8.9-14.6-15.6-14.6-7.3
Up moveDown movePending
AI summary

Dalmia Bharat Sugar reported Q4 FY26 revenue of Rs. 991 crore (-2% YoY) and full-year revenue of Rs. 3,618 crore (-3% YoY). While sugar sales volume fell 8% to 5.5 LMT, the company achieved an all-time high average sugar NSR of Rs. 39.7/kg (+4.5% YoY). EBITDA margin contracted to 11.78% from 12.82% in the prior year, with operating EBITDA down 11% to Rs. 426 crore. PAT dropped sharply by 35% to Rs. 238 crore due to higher costs and one-time items. The company cited ongoing margin pressures from cane pricing and cane availability challenges, though operational efficiencies and product mix management partially offset these headwinds. The board recommended a dividend of Rs. 1.50 per share.

Likely market impact

The stock faces pressure as profitability fell significantly (PAT down 35%) despite higher sugar realizations, indicating cost pressures outweigh pricing benefits. EBITDA margin contraction signals margin stress that may persist if cane costs remain elevated.