Q1 2025 DCW Ltd Earnings Call Transcript
Key Points
- Specialty segment experienced significant sales volume growth of 80% in synthetic iron oxide pigment and CPVC.
- EBITDA contribution from specialty chemicals doubled year-on-year.
- Successful completion and ramp-up of CPVC capacity, achieving 100% production in Q1.
- Investment in renewable energy project is on track for completion in H2.
- Increased internal consumption of chlorine to 70%, aiming for chlorine neutrality by FY26.
- Ongoing dumping of commodity chemicals into India, leading to pricing pressure.
- Export demand remains sluggish, particularly affecting synthetic rutile.
- Net realizations across products saw significant corrections, with caustic, soda ash, and synthetic rutile decreasing by 12% to 30%.
- Revenue dipped by 20% quarter-on-quarter, primarily due to lower sales volume in synthetic rutile.
- EBITDA margins dropped from 13% to 10% year-on-year, with commodity segment profits significantly reduced.
Ladies and gentlemen, good day, and welcome to the Q1 FY25 earnings conference call of DCW Limited hosted by Valorem Advisors. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Purvangi Jain from Valorem Advisors. Thank you, and over to you, ma'am.
Good afternoon, everyone, and a warm welcome to you all. My name is Purvangi Jain from Valorem Advisors, representing Investor Relations of DCW Limited. On behalf of the company, I would like to thank you all for participating in the company's earnings call for the first quarter of FY25.
Before we begin, let me mention a short cautionary statement. Some of the statements made in today's earnings call may be forward-looking in nature. Such forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management's belief as well as assumptions made by and information currently available to
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