Q2 2025 DCW Ltd Earnings Call Transcript
Key Points
- DCW Ltd (BOM:500117) reported an 18% year-on-year increase in revenues from operations, driven by volume growth across most products.
- The specialty products segment saw significant volume growth, with CPVC up by 98% and SIOP by 72%, marking the highest ever sales at the H1 level.
- EBITDA increased by 50% year-on-year, indicating improved profitability despite challenges in the commodity segment.
- The company announced a planned capital expenditure of INR140 crores to expand CPVC capacity, reflecting a commitment to growth in the specialty chemical space.
- DCW Ltd's renewable energy project is nearing completion, expected to be operational by Q4, which could lead to cost reductions and sustainability improvements.
- The company faced significant pricing pressure in the commodity segment, with price corrections between 3% to 9% and a 27% drop in synthetic rutile due to sluggish export demand.
- DCW Ltd reported a net loss of INR1.2 crore for the quarter, compared to a profit of INR2.7 crore in the same period last year.
- The PVC segment was a major drag, reporting an EBITDA loss of INR13.5 crore due to price corrections and competitive pressures from cheap imports.
- The caustic soda segment experienced a dip in margins, partly due to a plant shutdown and lower production leading to higher costs.
- Despite the anti-dumping duty on CPVC, there has been no significant improvement in realization prices, only price protection.
Ladies and gentlemen, good day and welcome to DPW Limited Q2 and H1 FY21 results conference call.
As a reminder, all participant lines will be in the listen-only mode and there will be an option for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please sign an operator by pressing star then zero on your phone.
Please note that this conference call is being recorded.
I now hand the conference over to Mr Anand Jain from Aryan capital. Thank you and over to you, sir.
Thank you. Good afternoon, everyone and welcome to the Q2 and H1 F 525 earnings conference call of DCW Limited.
I would like to thank the DCW management for giving us the opportunity to host the call, today from the management. We have Mr Karthik Jain, President, Mr Sudharshan Ganapati, Chief Operating Officer and Mr Pradeep Mukherji, Chief Financial Officer.
Without further ado, I will now hand over the call to the
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