Dalmia Bharat Ltd
Dalmia Bharat Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Dalmia Bharat aims for profitable volume growth and plans to improve capacity utilization, supported by new line commissions in Northeast and Belgaum. Dalmia Bharat expects to continue profitable volume growth with prioritized capacity utilization from new plants commissioned in Northeast and Belgaum.
From Dalmia Bharat Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Dalmia Bharat aims for profitable volume growth and plans to improve capacity utilization, supported by new line commissions in Northeast and Belgaum.
- The company expects to reach cement capacity of 72-75 million tons by FY28, with ongoing expansions at Belgaum, Pune, and Kadapa.
- Industry growth outlook is positive, with Dalmia Bharat targeting to outperform industry volume growth in FY27 and FY28.
- Demand growth is anticipated to be decent for the full year, with real effects of any slowdown expected to show in H2 FY27.
- Revenue growth continues, driven by realizations and volume growth, with efforts on premium product segments and price hikes to cover cost inflation.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Dalmia Bharat Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Ongoing expansion projects at Belgaum, Pune, and Kadapa will increase cement capacity to 61.5 million tons per annum in the next 18-20 months; civil work at Belgaum is complete, and equipment ordering at Kadapa done.
- Total cash outflow on project capex in last two years approximately INR 3,200 crores.
- FY27 expansion-linked cash outflow expected in range of INR 2,200 crores; total capex outlook for FY27 is INR 3,200 to INR 3,400 crores.
- Long-term target to reach 75 million tons cement capacity by FY28, with capacity additions planned including potential grinding capacity in Northeast region.
2 more points management made on capital expenditure plans
Top-ranked in Cement & Cement Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Dalmia Bharat Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Dalmia Bharat Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.2K Cr, net profit ₹394 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Dalmia Bharat Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Dalmia Bharat Ltd Q4 FY26 results?
Dalmia Bharat aims for profitable volume growth and plans to improve capacity utilization, supported by new line commissions in Northeast and Belgaum. Dalmia Bharat expects to continue profitable volume growth with prioritized capacity utilization from new plants commissioned in Northeast and Belgaum.
What is Dalmia Bharat Ltd share price analysis?
Dalmia Bharat Ltd currently shows a neutral. The stock trades at a P/E of 31.4 with a market cap of ₹34,476 Cr. Investors should review the full earnings analysis for detailed insights.
Is Dalmia Bharat Ltd planning capital expenditure?
Ongoing expansion projects at Belgaum, Pune, and Kadapa will increase cement capacity to 61.5 million tons per annum in the next 18-20 months; civil work at Belgaum is complete, and equipment ordering at Kadapa done.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.