The brokerage remains positive on Dalmia Bharat's long-term growth prospects, backed by volume expansion, margin improvement and a disciplined balance sheet
Low base, premium mix and new capacity supported gains
In the cement sector, near-term weakness persists due to subdued demand, muted pricing trends and high petcoke prices.
Dalmia Bharat reported net profit of ₹239 crore in the September 2025 quarter (Q2FY25), up nearly fivefold from ₹49 crore in the year-ago period
Cement maker Dalmia Bharat on Friday reported a multi-fold increase in consolidated net profit at Rs 239 crore for the second quarter ended September 2025, helped by improved sales realisation, reduction in expenses etc. The company had posted a net profit of Rs 49 crore in the July-September quarter a year ago, according to a regulatory filing from Dalmia Bharat. Its revenue from operations was up 10.68 per cent to Rs 3,417 crore in the September quarter. This was at Rs 3,087 crore in the corresponding period of the previous fiscal. Total expenses of Dalmia Bharat in the September quarter were at Rs 3,165 crore, up 2.52 per cent. Its "EBITDA increased by 56 per cent year-on-year to Rs 1,013/ton," it said. Dalmia Bharat's total income, which includes other income, was at Rs 3,483 crore, up 10.22 per cent in Q2/FY'26 In the first half of this fiscal (H1/FY'26) , Dalmia Bharat's total income was up nearly 5 per cent to Rs 7,168 crore. "During the quarter, our revenues improved by
GST Council has approved a reduction in rates on cement from 28 per cent to 18 per cent, effective September 22, 2025
Sensex Today | Stock market close highlights on Wednesday, July 23, 2025: In the broader markets, the Nifty MidCap 100 closed with gains of 0.34 per cent, while the Nifty SmallCap 100 ended flat
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The Adani group, Vedanta, Jindal Steel & Power, Dalmia Bharat, and PNC Infratech are the final bidders and the offers range from ₹10,000 crore to ₹11,000 crore, said a source close to the development
Dalmia Bharat share price rose 3.4 per cent in trade on Thursday; PL Capital believes the company is well positioned to benefit from price hikes
Madras HC rules in favour of tax department on reopening Dalmia Cement's case involving KKR's ₹500 crore investment, triggering fresh scrutiny over round-tripping
Dalmia Bharat share price: In the past one year, Dalmia Bharat shares have gained 9.2 per cent as against Sensex's rise of 11 per cent.
On the weekly chart, Dalmia Bharat had been trading within a range for the past year and has now given a decisive breakout from a falling channel pattern.
With the monsoon still two months away, cement companies stand to benefit from this seasonally strong period.
Cement maker Dalmia Bharat Ltd on Wednesday reported a 37.18 per cent increase in its consolidated net profit to Rs 439 crore for the last quarter of 2024-25, helped by cost efficiency measures. The company had posted a net profit of Rs 320 crore in the January-March quarter a year ago, according to a regulatory filing. Its revenue from operations was down 5 per cent to Rs 4,091 crore during the quarter under review from Rs 4,307 crore in the year-ago quarter on account of decline in sales volume and softening prices. In the March quarter, Dalmia Bharat's sales volume increased 2.8 per cent to 8.6 million tonnes (MT). Commenting on the results, Chief Financial Officer Dharmender Tuteja said: "Our cement volumes declined by 3 per cent YoY in Q4, primarily due to the discontinuation of JP tolling volumes." "Revenue from operations declined by 5 per cent YoY to Rs 4,091 Cr, reflecting the continued softness in cement prices. However, our EBITDA grew by 21% YoY to Rs 793 crore during
Trent is seen testing its 20-month moving average after 10 years, and Pidilite after 15 years; technical charts suggest a pullback in these 5 stocks as long as key support levels are respected.
Dalmia Bharat shares: Dalmia Bharat aims to establish a clinker unit and a grinding unit at its Belgaum, Karnataka plant, along with setting up a greenfield split grinding unit in Pune Maharashtra
Cement maker Dalmia Bharat on Friday announced to invest approximately Rs 3,520 crore in Maharashtra and Karnataka to add 6 MnTPA Cement Capacity. The company, through its subsidiaries, will establish a 3.6 MnTPA (million tonnes per annum) clinker unit and a 3 million tonnes per annum (MnTPA) grinding unit at its existing Belgaum plant in Karnataka. It will also set up a new greenfield split grinding unit with a capacity of 3 MnTPA in Pune, Maharashtra. "The capex will be funded through a combination of debt and internal accruals," the company said in a statement. With the expansion, Dalmia Bharat's total installed cement capacity will increase to 55.5 MnTPA, after considering the ongoing expansion of 2.9 MnT in Assam and Bihar. "These new units are expected to be commissioned by Q4 FY27," it said, adding that this increased capacity will primarily help to meet growing demand in Western India, along with existing regions. The Belgaum Grinding unit will cater to Southern Maharasht
Lower sales volumes, weak realisations impact earnings