Dalmia Bharat Ltd

Dalmia Bharat Limited held its Q1 FY27 Earnings Conference Call on July 24, 2026, discussing the quarter ended June 30, 2026. Management reported that despite ongoing economic uncertainties, India remains a fast-growing economy, with cement demand projected to grow at 7% for the financial year. The company achieved a 9% year-on-year volume growth, aided by a strong performance in key markets despite challenges from state elections. Management highlighted the successful launch of Weather365, a premium product, and noted improvements in sales quality. Cost management strategies helped mitigate elevated input costs, resulting in an EBITDA per ton of INR1,055. The acquisition of Jaypee Cement assets was emphasized as a strategic move to enhance capacity and market presence, with plans for further expansions. Management expressed confidence in maintaining profitable growth and improving operational efficiency.

Management emphasized growth and strategic acquisitions while addressing challenges.