Conference Call with Dalmia Bharat Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Cement & Cement Products company Dalmia Bharat announced Q1FY26 results Announced Cement Capacity expansion of 6 million TPA at Kadapa. Highest ever quarterly EBITDA of Rs 883 crore. Sales Volume stood at 7.0 million T during the quarter. NSR/T Increased by 6.6% YoY to Rs 5,193/T. EBITDA/T increased by 40% YoY to Rs 1,261/T. Net Debt to EBITDA stood at 0.33x as on June 30, 2025. Share of Renewable Power Consumption stood at 41.2%. Puneet Dalmia, Managing Director & CEO, Dalmia Bharat, said: “In the backdrop of strong economic fundamentals, robust government-led capex and increasing cement industry consolidation, we remain committed to becoming a PanIndia player. In the current year 2025, we have announced fresh capital investments of about Rs 6,800 crore for adding 12 million TPA of cement capacity across the South and West regions. Our balance sheet remains strong to support this growth as we further prepare for next leg of expansion in the new regions.” “Beginning of this year marks a recovery in cement realizations in our key markets, which has helped us deliver robust EBITDA growth, resulting in an EBITDA margin of 24.3%, which is an increase of 5.8% percentage points compared to last year.” Dharmender Tuteja, Chief Financial Officer, Dalmia Bharat, said: “During the quarter, our revenues marginally improved by 0.4% YoY. However, EBITDA improved significantly to Rs 883 crore, indicating a 32% YoY growth. Backed by a robust balance sheet, a disciplined capital allocation framework and healthy profitability outlook, we are steadily progressing towards our vision of becoming a PAN-India player.” Result PDF