DCM Shriram Limited — PPTs, 13-05-2026: Investor Presentation

DCM Shriram delivered a strong FY26, with Net Revenue up 12% to Rs 13,538 Cr and PAT soaring 42% to Rs 856 Cr. Q4 also saw solid 11% revenue growth to Rs 3,193 Cr, with PAT up significantly to Rs 370.8 Cr, boosted by a deferred tax credit.

The Chemicals business was a key driver, benefiting from strong volume growth and the ramp-up of new capacities like the fully commissioned Epichlorohydrin (ECH) facility. Consumer segments Fenesta Building Systems and Shriram Farm Solutions showed healthy expansion, with Fenesta's order book growing 24% for the year. The Sugar & Ethanol business faced margin pressures from higher cane costs and oversupply.

Strategically, the company is focused on value-chain integration and expanding in advanced materials, exemplified by an Epoxy resins acquisition and a new PVC compounding JV. Several capacity expansions in chemicals and power were completed, with more renewable energy projects in the pipeline. Management remains optimistic about India's economic resilience, stressing operational agility and a strong balance sheet for future growth. A final dividend of 200% was declared.