Dalmia Bharat Q1FY26 net profit soars nearly threefold to ₹395 crore

THEBUSINESSBYTES BUREAU

NEW DELHI, JULY 22, 2025

Dalmia Bharat Ltd has kicked off the financial year on a high note, reporting a nearly threefold increase in consolidated net profit for the first quarter of FY26. The cement major posted a profit of ₹395 crore for the April–June period, compared to ₹145 crore in the same quarter last year, driven by improved realisations and cost efficiency.

Despite the impressive profit growth, the company’s revenue from operations remained largely stable at ₹3,636 crore, a marginal increase from ₹3,621 crore recorded in the corresponding quarter of FY25. Sales volume during the quarter rose 5.8 per cent to reach 7.4 million tonnes (MT), underscoring steady demand.

The company also reported strong operational performance, with EBITDA (earnings before interest, taxes, depreciation and amortisation) climbing 32 per cent year-on-year to ₹883 crore. This reflects an improved EBITDA margin of 24.3 per cent, a significant 5.8 percentage point jump from the previous year.

Commenting on the Q1 performance, Mr. Puneet Dalmia, Managing Director & CEO – Dalmia Bharat Limited, stated, “In the backdrop of strong economic fundamentals, robust government-led capex and increasing cement industry consolidation, we remain committed to becoming a Pan-India player. In the current year 2025, we have announced fresh capital investments of about Rs 6,800 crore for adding 12 MnTPA of cement capacity across the South and West regions. Our balance sheet remains strong to support this growth as we further prepare for next leg of expansion in the new regions.”

He further noted, “Beginning of this year marks a recovery in cement realizations in our key markets, which has helped us deliver robust EBITDA growth, resulting in an EBITDA margin of 24.3 per cent, which is an increase of 5.8 per cent percentage points compared to last year.”

Dharmender Tuteja, Chief Financial Officer, added, “During the quarter, our revenues marginally improved by 0.4 per cent YoY. However, EBITDA improved significantly to Rs 883 crore, indicating a 32 per cent YoY growth. Backed by a robust balance sheet, a disciplined capital allocation framework and healthy profitability outlook, we are steadily progressing towards our vision of becoming a PAN-India player.”

The company’s total income, including other income, stood at ₹3,685 crore in Q1 FY26. With an installed capacity of 49.5 MTPA, Dalmia Bharat continues to hold its position as the fourth-largest cement manufacturer in India, and its growth trajectory points toward an ambitious national expansion.