Dalmia Bharat Ltd.

NSE: DALBHARAT | BSE: 542216 | ISIN: INE00R701025 | Industry: Cement & Cement Products
| Mid-range Performer
2232.0000 4.80 (0.22%)
NSE Oct 01, 2025 15:28 PM
Volume: 175.9K
 

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Dalmia Bharat Ltd.
17 Mar 2021
2232.00
0.22%

Dalmia Bharat (Update): Mutual fund recovery a much-awaited respite. Maintain BUY

HDFC Securities
We maintain BUY with a revised TP of INR 1,770 (12x its consolidated Mar'23E EBITDA). Dalmia Bharat (DBEL) reported that Supreme Court has restored its siphoned mutual fund units (INR 3.8bn currently) to the company. While the amount is relatively small (2% of its consolidated net worth), the ruling broadly casts off any doubt on DBELs corporate governance (post this event came to light in Feb19). Given that the company continues to deliver robust earnings and has managed its balance sheet well despite major expansion, this ruling should drive valuation rerating
Dalmia Bharat Ltd. is trading below its 30 day SMA of 2368.5
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