DCMSHRIRAMNSEDCM Shriram LimitedMediumNeutral
Announced Mon, 5 May · 20:00 IST

DCM Shriram Limited has informed the Exchange regarding a press release dated May 05, 2025, titled "Press Release and Presentation for the year ended on March 31, 2025".

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

DCMSHRIRAM · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

DCM Shriram reported FY25 consolidated net revenue of ₹12,077 cr, up 11% YoY, with PBDIT rising 35% to ₹1,472 cr and PAT up 35% at ₹604 cr. Q4 FY25 PAT jumped 52% YoY to ₹179 cr on 19% revenue growth to ₹3,019 cr. The Chemicals & Vinyl segment was the standout, with FY25 PBIT surging from ₹92 cr to ₹407 cr (margin 3%→11%) on the back of the new 850 TPD caustic capacity, 120 MW captive power plant and downstream H2O2/Aluminium Chloride units. Sugar & Ethanol PBIT fell 28% due to lower sugarcane recovery and high input costs, while Fenesta order book grew 36% YoY in Q4. The Board recommended a final dividend of 170% (total 450% for FY25).

Likely market impact

Strong FY25 print driven mainly by Chemicals capacity expansion and cost efficiencies is likely to be viewed positively by investors, though the mixed Sugar and Fenesta performance and management caution on chlorine/polyvinyl chloride (PVC) margin pressure may temper enthusiasm near-term.