DCM Shriram Limited — PPTs, 28-10-2025: Investor Presentation

DCM Shriram delivered strong financial results for the quarter and half-year.

**Business Performance:** Q2 FY26 revenue grew 11% to 3,272 Cr, with PBDIT surging 74% to 408 Cr and PAT jumping 152% to 159 Cr. H1 FY26 saw revenue up 12% to 6,534 Cr, PBDIT up 44% to 734 Cr, and PAT up 67% to 273 Cr. The Chemicals & Vinyl segment showed robust growth from higher caustic volumes and new projects. Shriram Farm Solutions achieved strong double-digit growth in revenue and PBDIT. Fenesta Building Systems’ revenue increased from project growth, though PBDIT saw modest gains due to higher fixed costs. Sugar & Ethanol's PBDIT rose due to better ethanol margins despite lower volumes.

**Growth Drivers & Strategy:** The company is accelerating into advanced materials with recent acquisitions and capacity commissioning, alongside strategic backward integration with a proposed salt works acquisition. Fenesta is diversifying product offerings.

**Recent Developments:** Acquisition of Hindusthan Specialty Chemicals and commissioning of a 35,000 TPA Epichlorohydrin plant.

**Outlook:** Management notes India's economic outperformance. They expect continued volume growth in Chemicals, anticipate sugar exports, and plan further expansion in advanced materials and related business domains.