Dalmia Bharat Starts Production at Chunar Unit (2.5 MTPA)

$DALBHARAT New Facility – Cement grinding unit in Uttar Pradesh. Capacity – 2.5 MTPA. Strategic Focus – Strengthens presence in North India. Demand Drivers – Rising infra and housing projects. 📊 Dalmia Bharat Financials & Ratios (FY25 Snapshot) Metric Value Implication Revenue ~₹15,800 Cr Driven by cement demand. Net Profit ~₹1,050 Cr Healthy profitability. EBITDA Margin ~18% Competitive vs peers. Debt-to-Equity ~0.4 Moderate leverage. P/E Ratio ~28 Reasonable valuation. ROE ~13% Efficient capital use. Market Cap ~₹45,000 Cr Mid-cap cement leader. Dividend Yield ~1.2% Consistent payouts. 📌 Strategic Insights Expansion in Uttar Pradesh boosts regional supply chain efficiency. Supports India’s housing and infra growth story. Positions Dalmia Bharat against peers like UltraTech, Shree Cement, and Ambuja. ⚡ Growth Drivers Government push for affordable housing & infra projects. Rising demand in North & Central India. Strong brand presence and distribution network. ⚠️ Risks Rising input costs (coal, power). Competitive pricing pressure from larger peers. Cyclical demand linked to infra spending.