DCW Limited has informed the Exchange about Investor Presentation
DCW · price
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Awaiting price reaction for this filing.
DCW Limited filed its Q2 and H1 FY26 investor presentation with the exchanges. Q2 FY26 revenue grew 10.3% YoY to INR 5,392 Mn, with EBITDA jumping 64.1% YoY to INR 581 Mn and EBITDA margins expanding 354 basis points to 10.78%. For H1 FY26, revenue stood at INR 10,147 Mn (up 2.7% YoY) with EBITDA of INR 1,118 Mn (up 38.7% YoY) and margins at 11.02%. Key operational updates include early commissioning of the CPVC capacity expansion from 20 KTPA to 40 KTPA (which hit full utilisation in Q2), an improved Synthetic Rutile order pipeline, and net debt falling to a 19-year low of INR 1,554 Mn. However, management flagged a steep 15% sequential price erosion in CPVC during the quarter.
Margin expansion, strong debt reduction, and timely capacity additions are positive for shareholders, though the 15% CPVC price erosion is a near-term watchpoint. Stock trades at INR 67.95 with promoters holding 44.62%.