DCM Shriram Limited — Investor Meet, 21-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

DCM Shriram announced strong Q1 FY26 consolidated results: Net Revenue grew 13% YoY to Rs 3,262 Cr, PBDIT jumped 19% to Rs 326 Cr, and PAT rose 13% to Rs 114 Cr. The Chemicals & Vinyl business saw volume-led growth with improved margins. Sugar & Ethanol faced margin pressures, impacted by a retrospective ethanol export fee, despite lower stock levels that could support prices. Fenesta continues its growth, boosted by a strategic hardware acquisition and a 12% rise in order book. Management is confident, pursuing organic and inorganic growth in adjacent areas, focusing on innovation and sustainability.