Dalmia Bharat Ltd
NSE:DALBHARAT
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Dalmia Bharat Ltd
Dalmia Bharat Ltd., a stalwart in the Indian industrial landscape, has carved a distinguished path since its inception in the early 20th century. Initially rooted in the realms of cement production, the company has expanded its footprint across multiple segments of the infrastructure sector. As a significant player in the cement industry, Dalmia Bharat has developed a comprehensive portfolio that caters to diverse construction requirements. The company's manufacturing facilities, equipped with cutting-edge technology, enable efficient production processes that capitalize on both cost-management and innovation. It strives to maintain a delicate balance between sustainability and scalability, utilizing alternative fuels and raw materials to reduce its carbon footprint while ensuring robust growth metrics.
The essence of Dalmia Bharat’s revenue model lies in its extensive distribution network and a diversified product range, which includes specialized cement types designed for different construction needs. By leveraging an extensive reach across both urban and rural markets, the company ensures consistent demand and captures a significant share of the market. Additionally, Dalmia Bharat augments its profitability through strategic partnerships and an unwavering focus on customer satisfaction, engendering brand loyalty and encouraging repeat business. With a firm commitment to excellence and innovation, coupled with a strategic expansion into emerging markets, Dalmia Bharat continues to ascend as a formidable force in the infrastructure industry, blending traditional expertise with modern efficiencies to sustain its market leadership.
Dalmia Bharat Ltd., a stalwart in the Indian industrial landscape, has carved a distinguished path since its inception in the early 20th century. Initially rooted in the realms of cement production, the company has expanded its footprint across multiple segments of the infrastructure sector. As a significant player in the cement industry, Dalmia Bharat has developed a comprehensive portfolio that caters to diverse construction requirements. The company's manufacturing facilities, equipped with cutting-edge technology, enable efficient production processes that capitalize on both cost-management and innovation. It strives to maintain a delicate balance between sustainability and scalability, utilizing alternative fuels and raw materials to reduce its carbon footprint while ensuring robust growth metrics.
The essence of Dalmia Bharat’s revenue model lies in its extensive distribution network and a diversified product range, which includes specialized cement types designed for different construction needs. By leveraging an extensive reach across both urban and rural markets, the company ensures consistent demand and captures a significant share of the market. Additionally, Dalmia Bharat augments its profitability through strategic partnerships and an unwavering focus on customer satisfaction, engendering brand loyalty and encouraging repeat business. With a firm commitment to excellence and innovation, coupled with a strategic expansion into emerging markets, Dalmia Bharat continues to ascend as a formidable force in the infrastructure industry, blending traditional expertise with modern efficiencies to sustain its market leadership.
Revenue Growth: Dalmia Bharat reported Q2 FY26 revenue of INR 3,417 crores, up 10.7% year-on-year, with improved realizations and volume growth.
Margin Expansion: EBITDA grew over 55% YoY to INR 696 crores, with EBITDA margin rising to 20.4% from 14.1% last year, and EBITDA per ton exceeding INR 1,000 for the second consecutive quarter.
GST Reform: The reduction of GST on cement from 28% to 18% was passed on fully to consumers, expected to boost demand and liquidity in the supply chain.
Cost Discipline: Cost increases were minimal overall; logistics costs declined by 3.8% YoY, and the company remains focused on further cost reductions, including higher use of renewable energy.
Expansion on Track: Major capacity projects in Belgaum, Kadapa, and Assam are progressing as planned, with trial production underway in Assam and further clarity on future expansions expected by March 2026.
CapEx & Debt: FY26 CapEx is guided at INR 3,000 crores (lower than earlier estimates), and net debt to EBITDA remains low at 0.56x; management projects it will stay below 2.1x even as expansion continues.
Industry Outlook: H1 cement demand was soft due to heavy rains and GST changes, but management expects stronger growth and profitability in H2 as demand improves and cost control measures continue.
