Q1 2025 DCM Shriram Ltd Earnings Call Transcript
Key Points
- DCM Shriram Ltd (BOM:523367) reported a 49% year-on-year increase in PBDIT, reaching INR 274 crores.
- The Chloro-Vinyl segment saw a 15% increase in revenue and a significant improvement in PBDIT, driven by higher volumes and lower energy costs.
- The company commissioned an 850 TPD caustic capacity and a 120 MW captive power plant, enhancing cost efficiency.
- Shriram Farm Solutions reported a 15% year-on-year revenue increase, supported by both volumes and prices across verticals.
- The Bioseed business showed stable revenue with improved PBDIT due to a better product mix and prices.
- Sugar and ethanol business margins were under pressure due to increased production costs not matched by market price increases.
- The Fenesta Building Systems business experienced a 400 basis points margin compression year-on-year due to higher fixed costs and lower-than-expected revenue growth.
- The Chlor-alkali business faced a slight 2% year-on-year decline in ECU, despite higher volumes and energy cost savings.
- The Fertilizer business saw a 13% year-on-year revenue decline due to a maintenance shutdown, impacting overall performance.
- Chlorine prices remain negative, affecting the overall ECU and putting pressure on margins in the chemicals segment.
Ladies and gentlemen, good day, and welcome to DCM Shriram Limited Q1 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Siddharth Rangnekar, from CDR India. Thank you, and over to you, sir.
Thank you, Vaishali. Good afternoon, and welcome to DCM Shriram Limited's quarter one FY25 earnings conference call. Today, we have with us Mr. Ajay Shriram, Chairman and Senior Managing Director; Mr. Vikram Shriram, Vice Chairman and Managing Director; Mr. Ajit Shriram, Joint Managing Director; Mr. Aditya Shriram, Managing Director; Mr. Amit Agarwal, CFO; and Mr. Sanyog Jain, Deputy CFO of the company.
We shall commence with remarks from Mr. Ajay Shriram and Mr. Vikram Shriram. Members of the audience will get an opportunity to post their queries to the management following these comments and during the interactive question-and-answer session.
Before we note, please note that some of the statements made on this
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