DCM Shriram Limited — Investor Meet, 29-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

DCM Shriram's Q1 FY26 saw revenue jump 13% to Rs 3,262 Cr and PBDIT rise 19% to Rs 326 Cr. Chemicals surged (+43% revenue, +68% PBDIT) from new caustic soda capacity and efficiency gains. The Sugar segment faced a one-time Rs 36 Cr hit from a retrospective UP ethanol tax. Key developments include trials beginning at the Epichlorohydrin (ECH) plant, strategic acquisition of Hindustan Specialty Chemicals for advanced materials, and strong growth in Fenesta and Agri-Input businesses. Management targets consistent FY26 performance, expecting Q3/Q4 to balance seasonality, and is progressing on corporate restructuring.