DCM Shriram Ltd (BOM:523367)

Q3 2025 DCM Shriram Ltd Earnings Call Transcript

Jan 21, 2025 / 10:30 AM GMT

Release Date Price: ₹1117.15 (+0.65%)

Transcript

Key Points

Positve

DCM Shriram Ltd (BOM:523367) reported an 11% year-on-year increase in net revenues for Q3 FY25, driven by growth across SFS and biotech businesses.
The company has successfully commissioned a new 120 megawatt power plant, leading to a 90% increase in EBITDA due to lower input prices and improved efficiencies.
DCM Shriram Ltd (BOM:523367) is focused on sustainability, planning to add 74 megawatts of renewable energy capacity for captive use over the next 15 months.
The sugar expansion at the Maloney unit has been operationalized, and the compressed biogas project is set to be commissioned by Q4 FY25.
The company has a healthy balance sheet and cash flows, providing confidence to pursue growth initiatives and strategic investments in new revenue platforms.

Negative

The geopolitical environment is causing economic uncertainty, impacting international trade, investment, and consumption patterns.
There is an oversupply of chlorine in the market, leading to suboptimal pricing and pressure on product prices.
The EC plant commissioning has taken longer than anticipated due to technical issues, delaying the trial run to Q4 FY25.
Global demand for PVC remains sluggish, with prices staying weak due to surplus production and higher inventories.
The sugar business faces challenges with lower domestic volumes and prices, leading to a decrease in segment profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DCMS.NS - DCM Shriram Ltd
Q3 2025 DCM Shriram Ltd Earnings Call
Jan 21, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to DC M Shriram Limited Q3 F 25 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference. O Miss Shruti Joshi from CDR India. Thank you and over to Miss Yoshi.

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Unidentified_2 [2]
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