Dalmia Bharat Q4 & FY26: PAT jumps 65% YoY, EBITDA up 28%

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

DALBHARAT · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-1.2%1-day move

₹1989.00

prior close

₹1949.20

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-2.1-2.7-2.8-2.0-1.2-4.2-0.1-1.1-0.5-7.5-14.0-12.5-14.6—

Up moveDown movePending

AI summary

Dalmia Bharat reported FY26 revenue of ₹14,804 Cr (+6% YoY), EBITDA of ₹3,083 Cr (+28%) and PAT of ₹1,157 Cr (+65%). Sales volumes rose 2% to 30 MnT; EBITDA/T grew 25% to ₹1,027. Q4 FY26 revenue was ₹4,245 Cr with EBITDA at ₹902 Cr. Total cost/T declined YoY, NSR improved 2%, and net debt fell QoQ to ₹1,428 Cr (Net Debt/EBITDA at 0.46x). ROCE improved to 12.1% from 9.9%. Capacity expansion to 61.5 MnTPA underway (Belgaum FY27, Kadapa & Pune FY28). RE capacity up to 449 MW.

Likely market impact

Strong earnings beat, improving margins, debt reduction and capacity expansion signal positive momentum for shareholders.