Dwarikesh Sugar Industries Limited has informed the Exchange about Investor Presentation
DWARKESH · price
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Dwarikesh Sugar Industries shared its Q4 & FY25 investor presentation alongside results. For Q4 FY25, revenue rose to Rs. 4,590.7M from Rs. 3,820.6M YoY, with EBITDA up 42% to Rs. 1,072M (margin expanded to 23.4% from 19.8%) and PAT doubling to Rs. 463.3M. For full-year FY25, however, total income fell sharply to Rs. 13,653.2M from Rs. 17,212.4M, EBITDA dropped to Rs. 1,199.1M (margin compressed to 8.8% from 12.7%), and PAT declined to Rs. 233.4M from Rs. 835.2M. The full-year weakness was driven by reduced sugarcane availability — the company did not benefit from carryover cane crushing as it did in FY24. Q4 FY25 performance improved due to resumed steady crushing, better distillery utilization using a diversified feedstock mix, and higher sugar realisations (up 5% to Rs. 3,957/quintal). Management outlined a recovery roadmap tied to phasing out the Co 0238 cane variety, ethanol blending resumption, potential export gains, and improved cane development.
Q4 results signal operational recovery, with stronger margins and profits likely to support near-term sentiment. However, the steep full-year decline highlights the company's exposure to sugarcane availability, and investors should watch for confirmation of the FY26 recovery story at upcoming results.