Dynamic Cables Limited — Investor Meet, 31-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Dynamic Cables delivered a strong H1 FY26 with record revenue and profit after tax, up 23% and 49% YoY respectively. Operating profit rose 27% to Rs. 57.8 Cr, achieving a 10.6% margin. The order book currently stands at INR 721 Cr. Management noted that H1's flat order book growth was due to extended monsoon and festivals impacting customer execution, but anticipates a pickup in H2. The company is advancing a new Greenfield plant (Rs. 40-50 Cr CAPEX) for H2 FY26 commissioning, targeting solar DC and specialty cables. Outlook is optimistic, driven by robust opportunities in power infrastructure, smart metering, and renewables, with a goal to grow 1.5x the industry average.