Dalmia Bharat

Dalmia Bharat reported its best-ever EBITDA of ₹383 croreCurrent reported value: ₹383 crore. No comparable prior figure is available in the source record. (up 28% YoY) and PAT of ₹1,157 croreCurrent reported value: ₹1,157 crore. No comparable prior figure is available in the source record. (up 65%Current 65%. Reported change: improved. YoY) for FY26, driven by cost leadership and premiumization. Q4 volume grew 3% YoY to 8.8M tonsCurrent 8.8M tons. Reported change: +3% YoY., with trade share at 67%Current 67%. Reported change: flat. and premium product share at 24%. The company achieved the lowest quarterly total cost per ton in five years at ₹3,790Current reported value: ₹3,790. No comparable prior figure is available in the source record., aided by a 6Current reported value: 6. No comparable prior figure is available in the source record.% YoY decline in logistics cost and improved renewable energy share (47%Current 47%. Reported change: +8pp YoY.). Management guided for 50-100 rupees annual cost take-out, but flagged a near-term cost headwind of ₹125-150 per tonCurrent reported value: ₹125-150 per ton. No comparable prior figure is available in the source record. in Q1FY27 due to West Asia conflict impacts on fuel, packing, and logistics. Capex for FY27 is guided at ₹3,200-3,400 crore, with capacity target of 75M tons by FY28. Key risk: cost inflation may outpace price hikes if geopolitical tensions persist.