Dalmia Bharat’s Consolidated Profit Up by 179% in June Quarter

New Delhi, July 23, 2025 – Dalmia Bharat Ltd’s (NSE: DALBHARAT, BSE: 542216) consolidated net profit nearly tripled to around ₹393-395 crore-a 179% YoY jump-while revenue remained steady at approximately ₹3,636 crore. EBITDA was ₹883 crore. EBITDA margin increased to 24.3% from 18.5% in Q1FY25.

Stock Performance

As of 11:30 AM IST on July 23, Dalmia Bharat Ltd (NSE: DALBHARAT) was trading at ₹2,225.50, down by 4.08%.

Key Financial Highlights (₹ in Crore)

In Q1FY26, the company reported a slight year-on-year increase of 0.4% in income from operations at ₹3,636 crore, despite a 5.8% decline in sales volume to 7.0 million tonnes (MnT) from 7.4 MnT in Q1FY25. EBITDA surged 31.9% to ₹883 crore, while EBITDA per tonne improved significantly by 40% to ₹1,261. Profit After Tax (PAT) saw a robust 172.4% jump to ₹395 crore compared to ₹145 crore in the year-ago period. The company’s net debt to EBITDA ratio stood healthy at 0.33x.

Management Commentary

“Beginning of this year marks a recovery in cement realizations in our key markets, which has helped us deliver robust EBITDA growth,” said Puneet Dalmia, MD & CEO. “Our balance sheet remains strong to support fresh investments of ₹6,800 crore for capacity addition across South and West India.”

Strategic Updates

• Capacity Expansion:
  ₹3,287 crore committed to establish a 3.6 MnTPA clinker unit and 6 MnTPA grinding unit at Kadapa, Andhra Pradesh. Also includes a 3 MnTPA bulk terminal in Chennai. Expected commissioning by Q2FY28.
• Renewable Energy:
  Commissioned 26 MW RE capacity during the quarter, taking total operational capacity to 294 MW. Share of renewable power in total consumption reached 41.2%.
• Asset Monetization:
  Divested 4.1% stake in Indian Energy Exchange Ltd (IEX) via subsidiary Dalmia Cement Bharat Ltd. Post-transaction holding stands at 10.8%.

ESG & Recognition

• ICRA ESG: Dalmia Bharat’s combined ESG rating upgraded to 80 (Exceptional).
  • National Safety Council award to Dalmiapuram unit for OSH.
  • First prize for systematic waste management at Belgaum mines.
  • Excellence in lifting safety at Lanka Grinding Unit II.
  • CRISIL VO 1A rating to Dalmia Bharat Foundation for CSR delivery and financial strength.

Dalmia Bharat Ltd is India’s fourth-largest cement manufacturer with an installed capacity of 49.5 MnTPA. Headquartered in New Delhi and spread across 10 states with 15 manufacturing units, it is the first cement company globally to commit to RE100, EP100 & EV100. The company is listed on both NSE and BSE under the symbol DALBHARAT.

REF:https://www.bseindia.com/xml-data/corpfiling/AttachLive/b1befe96-3d58-435b-8c95-ed054ad5a61e.pdf

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