Dalmia Bharat Limited — Important, 22-07-2025: General Updates

Dalmia Bharat reported a strong Q1 FY26 with its highest-ever quarterly EBITDA of Rs 883 Cr, a 32% YoY increase. This was fueled by a 6.6% YoY rise in Net Sales Realization per ton to Rs 5,193 and a 40% YoY improvement in EBITDA per ton to Rs 1,261. Sales volume saw a 5.8% YoY dip to 7.0 MnT, partly due to discontinued tolling. Revenue remained flattish at Rs 3,636 Cr. The company announced a strategic Rs 3,287 Cr investment for new capacity in Kadapa and Chennai, targeting Q2 FY28 commissioning. Net Debt/EBITDA stands low at 0.33x. Dalmia also divested 4.1% of IEX Ltd for Rs 742 Cr.