Dalmia Bharat Limited — Investor Meet, 28-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Dalmia Bharat posted 9% YoY volume growth in Q1 FY27, even with election impacts. Revenues hit INR3,890 Cr (+7% YoY), and realizations climbed 6% QoQ. Despite soaring pet coke costs, strategic moves yielded INR150/ton savings and INR10-20/ton price hikes, lifting EBITDA/ton to INR1,055. The INR2,850 Cr Jaypee Cement acquisition adds 5.2 MT, pushing capacity to 67 MT by Q3 FY28, boosting its Central India presence. Management is bullish on profitable growth, emphasizing quick integration and efficiencies. FY27 capex is planned for INR3,200-3,400 Cr. Net debt stands at INR4,431 Cr (1.47x Net Debt/EBITDA). The company looks forward to pan-India growth.