Logotype for DCM Shriram Limited

DCM Shriram (DCMSHRIRAM) investor relations material

DCM Shriram Q1 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for DCM Shriram Limited
Q1 25/26 earnings summary23 Jul, 2025

Executive summary

  • Q1 FY26 net revenues rose 13% year-over-year to INR 3,262 crore, with PBDIT up 19% to INR 326 crore and PAT up 13% to INR 114 crore, driven by strong chemical and agri input performance.

  • Consolidated revenue from operations for Q1 FY26 was ₹3,455.18 crore, up from ₹3,073.02 crore in Q1 FY25.

  • Strategic focus on capacity expansion, integration, and sustainability, with significant investments in chemicals, agri inputs, and building materials.

  • The company is leveraging digital platforms and green initiatives to enhance efficiency and competitiveness.

  • Strategic acquisitions in advanced materials and hardware support long-term growth and diversification.

Financial highlights

  • Chemicals revenue surged 43% year-over-year, led by a 20% increase in caustic soda volumes from new capacity; PBDIT up 68% due to lower input costs and power efficiencies.

  • Vinyl business revenue was flat, but higher volumes offset a 17% drop in PVC prices; one-time positive impact of INR 16 crore each in vinyl and chemicals from electricity duty reversal.

  • Sugar and ethanol revenue fell 14% year-over-year due to lower sugar volumes; segment PBDIT dropped to INR 7 crore from INR 37 crore, impacted by a one-time INR 36 crore ethanol export duty provision.

  • Fenesta Building Systems revenue grew 21% year-over-year, with stable PBDIT despite higher expenses for expansion and acquisitions.

  • Shriram Farm Solutions revenue increased 29% year-over-year, with PBDIT up 22% on better margins and higher R&D spend.

  • Fertilizer revenue rose 19% year-over-year, PBDIT up 65% due to higher volumes and energy efficiency; one-time positive impact of INR 24 crore from retention price revision.

  • Bioseed revenue up 30% year-over-year, PBDIT up 46% on improved margins in corn and paddy.

  • EPS for Q1 FY26 at Rs 7.30 vs Rs 6.43 YoY.

Outlook and guidance

  • Management expects FY26 revenue growth of 10–15% and margins of 11–14%, with Q3 and Q4 expected to be stronger due to seasonality.

  • Volume-driven growth expected in Chemicals with new capacity ramp-up.

  • Fenesta and Farm Solutions to focus on innovation, product expansion, and digital engagement.

  • Sugar prices to remain range-bound; ethanol blending expansion anticipated.

  • Some business segments are seasonal, impacting quarterly results.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next DCM Shriram earnings date

Logotype for DCM Shriram Limited
Q2 25/264 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next DCM Shriram earnings date

Logotype for DCM Shriram Limited
Q2 25/264 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage