Dalmia Bharat reported its best-ever EBITDA of ₹383 crore (up 28% YoY) and PAT of ₹1,157 crore (up 65% YoY) for FY26, driven by cost leadership and premiumization.
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Pet coke prices have soared to ~$60/ton, packing costs are rising due to PP granules, and fuel/logistics costs are increasing. Management expects ₹125-150 per ton cost impact in Q1FY27.
high · management_commentaryIncentives outstanding increased to ₹839 crore due to delayed state government payouts during elections; collections were only ₹14 crore in Q4.
medium · data_observationQ4 volume growth was impacted by an unexpected breakdown in East India, losing ~1.5 lakh tons of clinker and 300,000 tons of cement.
medium · management_commentaryAnalyst raised question about SFIO reopening a mutual fund case; management declined to comment, stating no communication received at company level.
low · analyst_question