DCM Shriram Limited has informed the Exchange about Presentation
DCMSHRIRAM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
DCM Shriram reported Q1 FY26 consolidated net revenue of Rs 3,262 crore, up 13% year-on-year, with PBDIT rising 19% to Rs 326 crore and PAT up 13% to Rs 114 crore. The Chemicals & Vinyl segment led growth with revenue up 32% and PBIT up 31%, driven by 20% higher caustic volumes and improved margins from the new 120 MW power plant. Sugar & Ethanol turned negative with a PBDIT loss of Rs 7 crore versus Rs 37 crore profit last year, hit by lower volumes, flat ethanol pricing, and a one-time Rs 36 crore retrospective export duty levy by the UP government. Farm Solutions, Bioseed, and Fertilizer segments posted strong double-digit growth, with Fenesta's order book up 12%. The company signed definitive agreements to acquire 100% of Hindusthan Specialty Chemicals (epoxy and advanced materials) and completed the 53% acquisition of DNV Global in the hardware space, while the ECH plant at Bharuch is set to commission in Q2 FY26.
Mixed quarter for shareholders — strong performance in Chemicals and agri-input businesses offset by a sharp downturn in Sugar & Ethanol and slightly higher net debt. The pending HSCL acquisition and ECH commissioning could drive the next leg of growth in chemicals, while the retrospective ethanol levy remains a watch item. Near-term stock reaction may be neutral to slightly negative given the sugar segment drag.