DCM Shriram Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

DCM Shriram's Q4 FY26 revenue rose 11% YoY to INR 3,193 Cr, with PBDIT at INR 400 Cr. FY26 saw 12% revenue growth to INR 13,538 Cr and 15% PBDIT growth to INR 1,694 Cr. Net debt is INR 1,767 Cr, and a 560% total annual dividend was declared.

Management highlighted resilience amid global challenges. Key updates include full ECH plant commissioning, INR 101 Cr capex for epoxy resins (50 KTPA capacity), and a vinyl compounding JV. Fenesta's order book grew 15%. Sugar & ethanol margins face pressure. PVC is volatile, with industry seeking MIP/ADD. The company remains confident in its fortified balance sheet for sustained growth.