|
03 Sep 2025 |
Dalmia Bharat
|
Consensus Share Price Target
|
2402.20 |
2314.49 |
- |
-3.65 |
buy
|
|
|
|
|
21 Oct 2024
|
Dalmia Bharat
|
Prabhudas Lilladhar
|
2402.20
|
2073.00
|
1830.80
(31.21%)
|
Target met |
Accumulate
|
|
|
|
|
21 Oct 2024
|
Dalmia Bharat
|
Sharekhan
|
2402.20
|
2200.00
|
1830.80
(31.21%)
|
Target met |
Buy
|
|
|
Management has reduced its volume growth guidance for FY2025 to 9% y-o-y from 12% y-o-y, anticipating lower industry growth rate, while it continues to eye volume growth of 1.5x that of industry growth.
|
|
21 Oct 2024
|
Dalmia Bharat
|
Motilal Oswal
|
2402.20
|
2250.00
|
1830.80
(31.21%)
|
Target met |
Buy
|
|
|
Dalmia Bharat (DALBHARA)’s 2QFY25 performance was weak as expected as its EBITDA declined 26% YoY to INR4.3b (5% miss) and EBITDA/t was down 32% YoY to INR650 (est. INR700).
|
|
22 Jul 2024
|
Dalmia Bharat
|
Axis Direct
|
2402.20
|
2120.00
|
1771.15
(35.63%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
20 Jul 2024
|
Dalmia Bharat
|
Prabhudas Lilladhar
|
2402.20
|
2067.00
|
1818.70
(32.08%)
|
Target met |
Accumulate
|
|
|
|
|
19 Jul 2024
|
Dalmia Bharat
|
Sharekhan
|
2402.20
|
2250.00
|
1818.70
(32.08%)
|
Target met |
Buy
|
|
|
For Q1FY2025, Dalmia Bharat Limited’s (Dalmia) consolidated revenue came in line with our estimate at Rs. 3,621 crore (flat y-o-y), led by 6% y-o-y volume growth
|
|
19 Jul 2024
|
Dalmia Bharat
|
Emkay
|
2402.20
|
1800.00
|
1818.70
(32.08%)
|
Target met |
Sell
|
|
|
We downgrade Dalmia Bharat to REDUCE from Buy owing to limited growth catalysts due to uncertainty over the Jaypee deal—as admitted to the NCLT by lenders.
|
|
20 Jun 2024
|
Dalmia Bharat
|
Axis Direct
|
2402.20
|
2140.00
|
1862.40
(28.98%)
|
Target met |
Buy
|
|
|
We values the company at 12x FY26E EV/EBITDA to arrive at a TP of Rs 2,140/share, implying an upside potential of 15% from the CMP. We maintain our BUY rating on the stock.
|
|
14 May 2024
|
Dalmia Bharat
|
Geojit BNP Paribas
|
2402.20
|
2094.00
|
1757.75
(36.66%)
|
|
Buy
|
|
|
|
|
26 Apr 2024
|
Dalmia Bharat
|
Axis Direct
|
2402.20
|
2050.00
|
1799.75
(33.47%)
|
|
Buy
|
|
|
Recommendation: We maintain our BUY recommendation on the stock.
|