DCMSHRIRAMNSEDCM Shriram LimitedMediumNeutral
Announced Wed, 13 May · 20:06 IST

DCM Shriram Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

DCMSHRIRAM · price

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▲ 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
-4.1%1-day move
₹1178.00
prior close
₹1140.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.1-0.6-0.7+0.1-4.1-6.4-7.0-6.0-6.4-7.1-13.2-11.3-12.8
Up moveDown movePending
AI summary

DCM Shriram Limited reported FY2026 results with net revenue of ₹13,538 Cr (up 12% YoY), PBDIT of ₹1,694 Cr (up 15%), and PAT of ₹856 Cr (up 42%). Q4 PAT came in at ₹371 Cr vs ₹179 Cr last year, boosted by a deferred tax credit of ₹239 Cr from opting for lower tax regime. The Chemicals & Vinyl segment delivered strong performance with 31% revenue growth, driven by volume ramp-up of new capacities and the HSCL acquisition. Sugar & Ethanol faced margin pressures with PBDIT down 18% in Q4 due to higher cane costs and oversupply. The company commissioned its 52,000 TPA Epichlorohydrin plant in April 2026 and entered a JV for PVC compounding. Fenesta Building Systems reported robust order book growth of 24% to ₹1,498 Cr.

Likely market impact

The company shows mixed signals with strong chemicals growth offset by sugar margin pressures. The forward integration into epoxy resins via HSCL and new ECH plant should support future earnings, but sugar and vinyl segments face near-term margin headwinds from input costs and energy prices.