DCW / Q3-FY26 / claim-ledger

Audit the questions that mattered.

DCW · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-02-14Back to quarter ↗

Questions audited

Answered directly

64%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Pujan Sha · Molecule Ventures

partial

PVC break-even and profitability outlook given price hikes

This obviously would enable us to reach a break even if not a bit better number for the quarter. ... we will be getting a break even or a better than break even this quarter because of the VCMPVC lag which will play in a positive way for this quarter.

Pujan Sha · Molecule Ventures

partial

CPVC price increase and realization benefit timeline

We expect the prices have not yet increased for CPVC but we expect the last month or that we would be able to sell our produce at a higher price...

Pujan Sha · Molecule Ventures

direct

Synthetic hotel division Japanese agreement status

Quarter four we will have dispatches more than our production and we will definitely see a reduction in our inventory... we are also in a very advanced stage of concluding our contracts with our traditional customers for next year.

Pujan Sha · Molecule Ventures

direct

Debt repayment schedule for FY27 and interest cost savings

By end of FY27 we would be around 80 crores on the legacy loan... on a steady state basis we should be a number of around 45 cr interest... we might be having a 25 cr interest yearly only reason because we have tied up with working capital.

Ashish · Leo Capital

direct

Impact of CPVC capacity addition by peers on market dynamics

We are at full capacity utilization and more availability will replace imports coming and it will also propel more demand. I don't think there will be any situation of an over capacity.

Amit Kumar · Determined Investments

direct

Reconciliation of Chinese dumping and PVC price hikes

China has removed the export incentive on the PVC. So there has been a 13% VA on the Chinese exports which was given to them as a subsidy that has been withdrawn. So with this there will be some restriction and cost increase on Chinese exporters.

Amit Kumar · Determined Investments

direct

PVC business seasonality and demand outlook

PVC demand is usually at a low end during the monsoon because pipes are a big factor. ... Now that there is clarity on price improvement, we expect demand to be good.

Helisha · Research desk

partial

Target revenue and EBITDA contribution from specialty over 2-3 years

We told our specialty profit should be contributing around 50-60% of the total bottom line. ... Putting a number on percentage of total EBITDA to specialty EBITDA becomes difficult.

Helisha · Research desk

evasive

Capex pipeline for FY27 and FY28 beyond CPVC phase 3

It'll be a bit premature to talk on that... we are in discussion of various ideas for growth and at the opportune time we would communicate it.

Helisha · Research desk

partial

Export demand in US and Europe and global slowdown impact

Our US supplies of SIOP was never impacted by the tariff because it was under exclusion. ... we don't see much change in terms of demand of the product going into US which is SOP.

Aan Khan · Research desk

direct

How raw material cost changes are passed on to customers and timeline

DCW is basically an upstream B2B company... our raw key starting material are natural resources... we do not have consumer price increase or decrease... barring an exception of VCM which moves with a time lag of couple of months following PVC.

Jilm Mahhata · Research desk

evasive

Plans to increase renewable power substitution beyond 25%

We are exploring... there has been a change in the renewable policy of Tamil Nadu government which is not very conducive... we are waiting for clarity on the policy.