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Dalmia Bharat – Set to benefit from infrastructure tailwinds

While the FY22 outlook on cement demand appears encouraging, the sustained increase in pet coke and oil prices poses some risks to Dalmia Bharat's margin profile

February 08, 2021 / 12:33 PM IST
Dalmia Bharat – Set to benefit from infrastructure tailwinds

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Dalmia Bharat, India’s fourth largest cement maker, delivered an impressive operational performance in the quarter gone by. The uptick in volumes indicates that the company as well as the industry have come back much stronger than the market was anticipating. Overall, the business remains on solid footing despite competitive pressure and market headwinds. Key result highlights Dalmia Bharat’s quarterly revenues rose 18 per cent year on year (YoY) to Rs 2,857 crore led by a 14 per cent YoY jump in...

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