AI-generated · cited to primary sources · not investment advice
Dalmia BharatLtd (542216) Aug 2025 Filing Analysis
Where does growth come from?
Sales volumes have seen a reversal in the most recent quarter, declining 6% year-on-year due to the exit of tolling arrangements and a slower start to the fiscal year. (1 reversing, 2 decelerating, 2 steady across 5 signals)
“Moving on further, while our sales volumes de-grew by 6% Y-o-Y to 7 million tons.”
See the full cited Future Growth analysis of Dalmia BharatLtd
What could break the thesis?
Fuel cost pressures are easing. Power and fuel costs per ton declined 2% Y-o-Y to INR 981, driven by a drop in fuel rates from $106/ton to $100/ton. Renewable energy consumption also increased to 41%. (1 easing)
“power and fuel cost per ton of cement production declined by 2% Y-o-Y to INR981. This was driven by decline in fuel rate from $106 per ton in Q1 of FY '25 to $100 per ton in Q1 of FY '26.”
See the full cited Risk analysis of Dalmia BharatLtd
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