DCM Shriram（523367）株式概要DCMシュリラム・リミテッドはその子会社とともに、インド国内外でクロロビニル事業、砂糖事業、農業資材事業、その他の事業を展開している。 詳細523367 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金4/6報酬株価収益率（ 20.8 x） Indian市場（ 23.4 x）を下回っています。過去1年間で収益は41.2%増加しました リスク分析過去5年間で収益は年間9%減少しました。 不安定な配当実績 すべてのリスクチェックを見る523367 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹1.11k25.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0200b2016201920222025202620282031Revenue ₹200.3bEarnings ₹12.6bAdvancedSet Fair ValueView all narrativesDCM Shriram Limited 競合他社BASF IndiaSymbol: NSEI:BASFMarket cap: ₹151.0bAtulSymbol: BSE:500027Market cap: ₹206.8bSRFSymbol: BSE:503806Market cap: ₹781.8bPidilite IndustriesSymbol: NSEI:PIDILITINDMarket cap: ₹1.5t価格と性能株価の高値、安値、推移の概要DCM Shriram過去の株価現在の株価₹1,112.1552週高値₹1,501.7052週安値₹946.15ベータ-0.321ヶ月の変化-6.31%3ヶ月変化1.61%1年変化5.73%3年間の変化29.94%5年間の変化61.65%IPOからの変化22,367.68%最新ニュースReported Earnings • May 15Full year 2026 earnings released: EPS: ₹55.70 (vs ₹38.75 in FY 2025)Full year 2026 results: EPS: ₹55.70 (up from ₹38.75 in FY 2025). Revenue: ₹144.6b (up 20% from FY 2025). Net income: ₹8.53b (up 41% from FY 2025). Profit margin: 5.9% (up from 5.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14DCM Shriram Limited, Annual General Meeting, Aug 18, 2026DCM Shriram Limited, Annual General Meeting, Aug 18, 2026.お知らせ • May 05DCM Shriram Limited to Report Q4, 2026 Results on May 13, 2026DCM Shriram Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026お知らせ • Apr 17Teknor Apex B.V. agreed to 50% of acquire Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million.Teknor Apex B.V. agreed to acquire 50% of Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million on April 16, 2026. A cash consideration of $5.6 million will be paid by Teknor Apex B.V. As part of consideration, $5.6 million is paid towards common equity of Shriram Polytech Limited. The transaction will reduce DCM Shriram's ownership in SPL from 100 per cent to 50 per cent, reclassifying the polymer compounds maker as a joint venture rather than a wholly owned subsidiary. DCM Shriram's board approved the deal. The expected completion of the transaction is April 23, 2026.Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: ₹13.59 (vs ₹16.81 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.59 (down from ₹16.81 in 3Q 2025). Revenue: ₹40.3b (up 20% from 3Q 2025). Net income: ₹2.13b (down 19% from 3Q 2025). Profit margin: 5.3% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jan 12DCM Shriram Limited to Report Q3, 2026 Results on Jan 20, 2026DCM Shriram Limited announced that they will report Q3, 2026 results on Jan 20, 2026最新情報をもっと見るRecent updatesReported Earnings • May 15Full year 2026 earnings released: EPS: ₹55.70 (vs ₹38.75 in FY 2025)Full year 2026 results: EPS: ₹55.70 (up from ₹38.75 in FY 2025). Revenue: ₹144.6b (up 20% from FY 2025). Net income: ₹8.53b (up 41% from FY 2025). Profit margin: 5.9% (up from 5.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14DCM Shriram Limited, Annual General Meeting, Aug 18, 2026DCM Shriram Limited, Annual General Meeting, Aug 18, 2026.お知らせ • May 05DCM Shriram Limited to Report Q4, 2026 Results on May 13, 2026DCM Shriram Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026お知らせ • Apr 17Teknor Apex B.V. agreed to 50% of acquire Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million.Teknor Apex B.V. agreed to acquire 50% of Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million on April 16, 2026. A cash consideration of $5.6 million will be paid by Teknor Apex B.V. As part of consideration, $5.6 million is paid towards common equity of Shriram Polytech Limited. The transaction will reduce DCM Shriram's ownership in SPL from 100 per cent to 50 per cent, reclassifying the polymer compounds maker as a joint venture rather than a wholly owned subsidiary. DCM Shriram's board approved the deal. The expected completion of the transaction is April 23, 2026.Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: ₹13.59 (vs ₹16.81 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.59 (down from ₹16.81 in 3Q 2025). Revenue: ₹40.3b (up 20% from 3Q 2025). Net income: ₹2.13b (down 19% from 3Q 2025). Profit margin: 5.3% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jan 12DCM Shriram Limited to Report Q3, 2026 Results on Jan 20, 2026DCM Shriram Limited announced that they will report Q3, 2026 results on Jan 20, 2026Declared Dividend • Oct 30Dividend increased to ₹3.60Dividend of ₹3.60 is 80% higher than last year. Ex-date: 3rd November 2025 Payment date: 27th November 2025 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 29Second quarter 2026 earnings released: EPS: ₹10.14 (vs ₹4.04 in 2Q 2025)Second quarter 2026 results: EPS: ₹10.14 (up from ₹4.04 in 2Q 2025). Revenue: ₹35.3b (up 19% from 2Q 2025). Net income: ₹1.59b (up 152% from 2Q 2025). Profit margin: 4.5% (up from 2.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Oct 18DCM Shriram Limited to Report Q2, 2026 Results on Oct 28, 2025DCM Shriram Limited announced that they will report Q2, 2026 results on Oct 28, 2025New Risk • Sep 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Upcoming Dividend • Jul 29Upcoming dividend of ₹3.40 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.7%).Reported Earnings • Jul 17Full year 2025 earnings released: EPS: ₹38.75 (vs ₹28.67 in FY 2024)Full year 2025 results: EPS: ₹38.75 (up from ₹28.67 in FY 2024). Revenue: ₹120.8b (up 11% from FY 2024). Net income: ₹6.04b (up 35% from FY 2024). Profit margin: 5.0% (up from 4.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Jul 14DCM Shriram Limited to Report Q1, 2026 Results on Jul 21, 2025DCM Shriram Limited announced that they will report Q1, 2026 results on Jul 21, 2025お知らせ • Jul 03DCM Shriram Appoints Hameed Jung as the Chief Human Resources Officer for Its Bioseed Genetics DivisionDCM Shriram has appointed seasoned HR professional Hameed Jung as the Chief Human Resources Officer (CHRO) for its Bioseed Genetics division. Effective July 1, Jung will anchor talent transformation efforts at the agri-biotech unit, reporting to Sreekanth Chundi, Executive Director and Business Head - Bioseed, with strategic alignment under Group CHRO Sandeep Girotra. With over 30 years of experience across industries like pharmaceuticals, energy, insurance, and automotive, Jung has led change agendas at companies including GE Power, Baxter International, ICICI Prudential, and General Motors. Since joining DCM Shriram in 2022, he has been instrumental in reshaping group-wide talent and learning frameworks. In his elevated role, Jung is expected to drive capability building, succession planning, and culture evolution within Bioseed, which is focused on high-yield hybrid seed solutions across Asia. His deep understanding of human capital dynamics will be key as the company scales innovation in sustainable agriculture.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹1,423, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 52% over the past three years.お知らせ • Jun 13DCM Shriram Limited (NSEI:DCMSHRIRAM) agreed to acquire Hindusthan Speciality Chemicals Limited from Hindusthan Urban Infrastructure Limited (BSE:539984) for INR 3.8 billion.DCM Shriram Limited (NSEI:DCMSHRIRAM) agreed to acquire Hindusthan Speciality Chemicals Limited from Hindusthan Urban Infrastructure Limited (BSE:539984) for INR 3.8 billion on June 12, 2025. A cash consideration of INR 3.75 billion will be paid by DCM Shriram Limited. As part of consideration, INR 2.1983 billion wii be paid to Hindusthan Urban Infrastructure Limited. DCM Shriram Ltd will sign a definitive agreement to acquire full ownership of Hindusthan Specialty Chemicals Ltd. For the period ending March 31, 2025, Hindusthan Speciality Chemicals Limited reported total revenue of INR 2.75 billion and net loss of INR 284.59 million. As of March 31, 2025, Hindusthan Speciality Chemicals Limited reported net liabilities of INR 76.06 million. The transaction is subject to approval of offer by target shareholders. The deal has been approved by the board of DCM Shriram Limited and Hindusthan Urban Infrastructure Limited. The expected completion of the transaction is in September 2025.Reported Earnings • May 07Full year 2025 earnings released: EPS: ₹38.75 (vs ₹28.67 in FY 2024)Full year 2025 results: EPS: ₹38.75 (up from ₹28.67 in FY 2024). Revenue: ₹128.8b (up 18% from FY 2024). Net income: ₹6.04b (up 35% from FY 2024). Profit margin: 4.7% (up from 4.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 06+ 1 more updateDCM Shriram Limited, Annual General Meeting, Aug 12, 2025DCM Shriram Limited, Annual General Meeting, Aug 12, 2025.お知らせ • May 01DCM Shriram Limited to Report Q4, 2025 Results on May 05, 2025DCM Shriram Limited announced that they will report Q4, 2025 results on May 05, 2025お知らせ • Mar 18DCM Shriram Limited Approves Appointment of Tejpreet Singh Chopra as an Independent DirectorDCM Shriram Limited announced that through postal ballot notice approved the special resolution in respect of Appointment of Mr. Tejpreet Singh Chopra (DIN: 00317683), as an Independent Director of the Company for a period of 5 years, effective January 18, 2025.お知らせ • Feb 03DCM Shriram Limited Announces Cessation of Ramni Nirula as Independent DirectorDCM Shriram Limited informed that, Ms. Ramni Nirula (DIN: 00015330), has completed her second term as an Independent Director on February 2, 2025 and consequently has ceased to be Independent Director of the Company with effect from the close of business hours on February 2, 2025. She provided guidance to the Company during her tenure as Independent Director of the Company and as Chairperson of the Audit Committee.お知らせ • Jan 24DCM Shriram Limited Provides Update on Pending LitigationDCM Shriram Limited had a tax matter for AY 14- 15 (FY 13-14) involving majorly transfer pricing adjustments on industrial consumables, which were earlier decided in favor of the Company at the Income Tax Appellate Tribunal (ITAT) on October 28, 2021 and thereafter, challenged by the Principal Commissioner of Income Tax-1, New Delhi vide an appeal against the said ITAT order in the Hon'ble High Court of Delhi (received by Company on November 8, 2023). The appeal involved tax effect of INR 449.5 million. The matter was heard by the Hon'ble High Court of Delhi on various dates and vide orders dated May 2, 2025 and January 21, 2025, the Court has dismissed the Department's appeal thereby confirming the findings of the ITAT and giving full relief of the tax effect involved to the Company. The said order was downloaded from website of the Hon'ble High Court of Delhi on January 23, 2025 at 4:49 pm.Reported Earnings • Jan 19Third quarter 2025 earnings released: EPS: ₹16.81 (vs ₹15.42 in 3Q 2024)Third quarter 2025 results: EPS: ₹16.81 (up from ₹15.42 in 3Q 2024). Revenue: ₹33.7b (up 11% from 3Q 2024). Net income: ₹2.62b (up 9.0% from 3Q 2024). Profit margin: 7.8% (down from 7.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jan 18DCM Shriram Limited Approves Executive ChangesDCM Shriram Limited at its board meeting held on January 18, 2025, approved, the appointment of: Mr. Deepak Gupta as Company Secretary & Compliance Officer of the Company, with effect from January 18, 2025. Consequently, Ms. Swati Patil Lahiri, Acting Company Secretary & Compliance Officer, has ceased to be the Acting Company Secretary & Compliance Officer of the Company, effective from January 18, 2025. Mr. Anoop Singh, President-Special Projects, as Senior Management Personnel of the Company, with effect from January 18, 2025. Mr. Deepak Gupta is a Fellow member of The Institute of Company Secretaries of India with more than 26 years of extensive experience in corporate laws, Corporate Restructuring and Secretarial matters. During the course of his career, he has been associated with various reputed organizations and has also been active participant in trade & industry associations on matters relating to Corporate Laws. Mr. Anoop Singh has over 33 years of experience and has worked across different organizations. He started his career with CIMMCO Birla India Limited and thereafter worked for other companies, including DCM Shriram Limited, wherein he spent over 18 years. In DCM Shriram, he was working in the Sugar SBU, with extensive experience of overseeing Projects, Commercial and Purchase, putting up several key projects like sugar factories expansion, ethanol plants, potassium sulphate plant etc. He was instrumental in driving innovations in those aspects of the business, with focus on quality delivery and execution of projects. He has lastly worked for Rai Group- Sugar, Kenya & Tanzania, as Chief Executive Officer. Mr. Singh's terms of appointment have been finalized in the grade of President and accordingly the basic salary, allowances, benefits and perquisites are in line with the applicable grade structure and industry/market practices. In his current role, he will drive New Special Projects, working closely with the senior leadership team.お知らせ • Jan 10DCM Shriram Limited to Report Q3, 2025 Results on Jan 18, 2025DCM Shriram Limited announced that they will report Q3, 2025 results at 4:00 PM, Indian Standard Time on Jan 18, 2025Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,256, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 26% over the past three years.Upcoming Dividend • Nov 04Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 11 November 2024. Payment date: 28 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.7%).Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: ₹4.04 (vs ₹2.07 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.04 (up from ₹2.07 in 2Q 2024). Revenue: ₹31.8b (up 18% from 2Q 2024). Net income: ₹629.2m (up 95% from 2Q 2024). Profit margin: 2.0% (up from 1.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Oct 22DCM Shriram Limited to Report Q2, 2025 Results on Oct 30, 2024DCM Shriram Limited announced that they will report Q2, 2025 results on Oct 30, 2024New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.3% net profit margin).Reported Earnings • Jul 24First quarter 2025 earnings released: EPS: ₹6.43 (vs ₹3.63 in 1Q 2024)First quarter 2025 results: EPS: ₹6.43 (up from ₹3.63 in 1Q 2024). Revenue: ₹31.0b (up 12% from 1Q 2024). Net income: ₹1.00b (up 77% from 1Q 2024). Profit margin: 3.2% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • Jul 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Non-Executive Independent Director Vikramajit Sen was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 17+ 1 more updateDCM Shriram Limited Declare A Final Dividend for the Financial Year 2023-24DCM Shriram Limited announced at the AGM held on July 16, 2024, approved to declare a final dividend of INR 2.60 per equity share of face value of INR 2/- each and to note the payment of interim dividend of INR 4.00 per equity share of face value of INR 2/- each already paid during the financial year 2023-24.お知らせ • Jul 13DCM Shriram Limited to Report Q1, 2025 Results on Jul 23, 2024DCM Shriram Limited announced that they will report Q1, 2025 results on Jul 23, 2024Upcoming Dividend • Jul 02Upcoming dividend of ₹2.60 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.7%).Reported Earnings • Jun 18Full year 2024 earnings released: EPS: ₹28.67 (vs ₹58.41 in FY 2023)Full year 2024 results: EPS: ₹28.67 (down from ₹58.41 in FY 2023). Revenue: ₹109.2b (down 5.4% from FY 2023). Net income: ₹4.47b (down 51% from FY 2023). Profit margin: 4.1% (down from 7.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Declared Dividend • May 08Final dividend of ₹2.60 announcedShareholders will receive a dividend of ₹2.60. Ex-date: 9th July 2024 Payment date: 15th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 13% EPS decline seen over the last 5 years.お知らせ • May 08+ 1 more updateDCM Shriram Limited, Annual General Meeting, Jul 16, 2024DCM Shriram Limited, Annual General Meeting, Jul 16, 2024.Reported Earnings • May 07Full year 2024 earnings released: EPS: ₹28.67 (vs ₹58.41 in FY 2023)Full year 2024 results: EPS: ₹28.67 (down from ₹58.41 in FY 2023). Revenue: ₹115.3b (flat on FY 2023). Net income: ₹4.47b (down 51% from FY 2023). Profit margin: 3.9% (down from 7.9% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • May 01+ 1 more updateDCM Shriram Limited to Report Q4, 2024 Results on May 06, 2024DCM Shriram Limited announced that they will report Q4, 2024 results on May 06, 2024お知らせ • Feb 27DCM Shriram Limited Approves Interim Dividend for the Financial Year 2023-24, Payable on or Before March 27, 2024DCM Shriram Limited announced at the board meeting held on February 21, 2024, declared Interim Dividend for the financial year 2023-24 on the paid-up equity share capital of the Company, @ 200% (INR 4 per equity share of face value of INR 2/- each). As already intimated vide aforesaid letter, the Record Date fixed for the purpose of the said Interim Dividend shall be March 6, 2024. Further, the said Interim Dividend shall be paid/dispatched to all eligible shareholders on or before March 27, 2024.Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹15.42 (vs ₹21.94 in 3Q 2023)Third quarter 2024 results: EPS: ₹15.42 (down from ₹21.94 in 3Q 2023). Revenue: ₹31.7b (down 2.0% from 3Q 2023). Net income: ₹2.40b (down 30% from 3Q 2023). Profit margin: 7.6% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.お知らせ • Jan 19DCM Shriram Limited to Report Q3, 2024 Results on Jan 31, 2024DCM Shriram Limited announced that they will report Q3, 2024 results on Jan 31, 2024お知らせ • Nov 02DCM Shriram Limited Announces Board ChangesDCM Shriram Limited announced the appointment of Mr. Rabi Narayan Mishra as Nominee Director of LIC of India on the Board of the Company in place of Ms. Sarita Garg. The company updated that Mr. Rabi Narayan Mishra has been allotted Director Identification Number (DIN:10377015) and his appointment is effective from November 01, 2023. Ms. Sarita Garg has tendered her resignation effective from October 31, 2023.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Deputy MD & Director Aditya Shriram was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: ₹2.07 (vs ₹8.22 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.07 (down from ₹8.22 in 2Q 2023). Revenue: ₹28.5b (up 3.9% from 2Q 2023). Net income: ₹322.4m (down 75% from 2Q 2023). Profit margin: 1.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 20DCM Shriram Limited to Report Q2, 2024 Results on Oct 30, 2023DCM Shriram Limited announced that they will report Q2, 2024 results on Oct 30, 2023New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.2% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.2% net profit margin).Reported Earnings • Jul 25First quarter 2024 earnings released: EPS: ₹3.63 (vs ₹16.29 in 1Q 2023)First quarter 2024 results: EPS: ₹3.63 (down from ₹16.29 in 1Q 2023). Revenue: ₹29.5b (up 3.6% from 1Q 2023). Net income: ₹565.8m (down 78% from 1Q 2023). Profit margin: 1.9% (down from 8.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 14DCM Shriram Limited to Report Q1, 2024 Results on Jul 24, 2023DCM Shriram Limited announced that they will report Q1, 2024 results on Jul 24, 2023Upcoming Dividend • Jul 11Upcoming dividend of ₹3.60 per share at 1.5% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 24 August 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.5%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).お知らせ • Jul 04DCM Shriram Limited Approves the Cessation of K.K. Kaul to Be the Whole Time DirectorDCM Shriram Limited approved Mr. K.K. Kaul has ceased to be the Whole Time Director of the Company with effect from closing of business hours of July 01, 2023, the date of completion of his tenure. He has also tendered his resignation vide resignation letter dated July 01, 2023 from the directorship of the Board of the Company from the said date, though his intent to step down from the Board was duly noted and approved by the Board and the same was informed in our above-mentioned letter. However, he will continue to be part of Senior Management Team for a further mutually agreed period.Reported Earnings • May 03Full year 2023 earnings released: EPS: ₹58.41 (vs ₹68.45 in FY 2022)Full year 2023 results: EPS: ₹58.41 (down from ₹68.45 in FY 2022). Revenue: ₹122.0b (up 27% from FY 2022). Net income: ₹9.11b (down 15% from FY 2022). Profit margin: 7.5% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jan 22Third quarter 2023 earnings released: EPS: ₹21.94 (vs ₹22.43 in 3Q 2022)Third quarter 2023 results: EPS: ₹21.94 (down from ₹22.43 in 3Q 2022). Revenue: ₹32.4b (up 19% from 3Q 2022). Net income: ₹3.42b (down 2.2% from 3Q 2022). Profit margin: 11% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 21DCM Shriram Limited Declares Second Interim Dividend for the Financial Year 2022-23, Payable on or Before February 18, 2023DCM Shriram Limited announced that at its Board of directors of the company at meeting held on January 20, 2023, the board of directors declared second interim dividend of 290% that is INR 5.80 per equity share of face value of INR 2 each for the financial year 2022-23 which will be paid/dispatched to all concerned on or before February 18, 2023.お知らせ • Jan 11DCM Shriram Limited to Report Q3, 2023 Results on Jan 20, 2023DCM Shriram Limited announced that they will report Q3, 2023 results on Jan 20, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Non-Executive Director Sarita Garg was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 24Upcoming dividend of ₹4.60 per shareEligible shareholders must have bought the stock before 31 October 2022. Payment date: 17 November 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.7%).Reported Earnings • Oct 21Second quarter 2023 earnings released: EPS: ₹8.22 (vs ₹10.16 in 2Q 2022)Second quarter 2023 results: EPS: ₹8.22 (down from ₹10.16 in 2Q 2022). Revenue: ₹27.4b (up 28% from 2Q 2022). Net income: ₹1.28b (down 19% from 2Q 2022). Profit margin: 4.7% (down from 7.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 20DCM Shriram Limited Declares Interim Dividend for the Financial Year 2022-23, Payable on or Before November 17, 2022DCM Shriram Limited announced at the board meeting held on October 19, 2022 that the company approved to declare interim dividend of 230% either INR 4.60/- per equity share of face value of INR 2/- each for the financial year 2022-23, which will be paid/dispatched to all concerned on or before 17.11.2022.お知らせ • Oct 12DCM Shriram Limited to Report Q2, 2023 Results on Oct 19, 2022DCM Shriram Limited announced that they will report Q2, 2023 results on Oct 19, 2022お知らせ • Jul 12DCM Shriram Limited to Report Q1, 2023 Results on Jul 19, 2022DCM Shriram Limited announced that they will report Q1, 2023 results on Jul 19, 2022Upcoming Dividend • Jun 30Upcoming dividend of ₹4.90 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.8%).Reported Earnings • Jun 29Full year 2022 earnings released: EPS: ₹68.45 (vs ₹43.18 in FY 2021)Full year 2022 results: EPS: ₹68.45 (up from ₹43.18 in FY 2021). Revenue: ₹96.3b (up 16% from FY 2021). Net income: ₹10.7b (up 59% from FY 2021). Profit margin: 11% (up from 8.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 07Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹68.45 (up from ₹43.18 in FY 2021). Revenue: ₹99.4b (up 20% from FY 2021). Net income: ₹10.7b (up 59% from FY 2021). Profit margin: 11% (up from 8.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Additional Director Sarita Garg was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,102, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 168% over the past three years.Buying Opportunity • Mar 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.0%. The fair value is estimated to be ₹1,256, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Feb 22Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 1.0%. The fair value is estimated to be ₹1,244, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Jan 24Now 22% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be ₹1,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Jan 20Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹22.43 (up from ₹16.25 in 3Q 2021). Revenue: ₹28.2b (up 30% from 3Q 2021). Net income: ₹3.50b (up 38% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Additional Director Sarita Garg was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹984, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 157% over the past three years.Reported Earnings • Oct 20Second quarter 2022 earnings released: EPS ₹10.16 (vs ₹7.63 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹22.0b (up 7.4% from 2Q 2021). Net income: ₹1.59b (up 33% from 2Q 2021). Profit margin: 7.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Reported Earnings • Oct 20Second quarter 2022 earnings released: EPS ₹10.16 (vs ₹7.63 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹22.0b (up 7.4% from 2Q 2021). Net income: ₹1.59b (up 33% from 2Q 2021). Profit margin: 7.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,159, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 285% over the past three years.お知らせ • Sep 15DCM Shriram Limited (BSE:523367) agreed to acquire Shriram Axiall Private Limited from Axiall Corporation.DCM Shriram Limited (BSE:523367) agreed to acquire Shriram Axiall Private Limited from Axiall Corporation on September 13, 2021. The Board of Directors of DCM Shriram Limited (BSE:523367) considered and approved the proposal to acquire entire 50% shareholding held by Axiall LLC in SAPL.Recent Insider Transactions • Sep 02Insider recently sold ₹1.8m worth of stockOn the 30th of August, Vinoo Mehta sold around 2k shares on-market at roughly ₹890 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹4.0m. Insiders have been net sellers, collectively disposing of ₹60m more than they bought in the last 12 months.Executive Departure • Aug 28Executive Director of HR Sushil Baveja has left the companyOn the 24th of August, Sushil Baveja's tenure as Executive Director of HR ended. We don't have any record of a personal shareholding under Sushil's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.46 years.Recent Insider Transactions • Aug 19Insider recently sold ₹3.8m worth of stockOn the 13th of August, Anil Jain sold around 4k shares on-market at roughly ₹968 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹4.0m. Insiders have been net sellers, collectively disposing of ₹55m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,012, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 204% over the past three years.Upcoming Dividend • Jul 01Upcoming dividend of ₹3.80 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 19 August 2021. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.7%).Reported Earnings • Jun 30Full year 2021 earnings released: EPS ₹43.18 (vs ₹45.96 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹83.1b (up 7.0% from FY 2020). Net income: ₹6.73b (down 6.1% from FY 2020). Profit margin: 8.1% (down from 9.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jun 26Insider recently sold ₹4.0m worth of stockOn the 22nd of June, Vinay Mehta sold around 5k shares on-market at roughly ₹800 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹14m. Insiders have been net sellers, collectively disposing of ₹49m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹846, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 222% over the past three years.Recent Insider Transactions • Jun 02Insider recently sold ₹353k worth of stockOn the 28th of May, Saibal Bhattacharya sold around 500 shares on-market at roughly ₹705 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹14m. Insiders have been net sellers, collectively disposing of ₹32m more than they bought in the last 12 months.Recent Insider Transactions • May 13Insider recently sold ₹3.6m worth of stockOn the 10th of May, Sanjay Chhabra sold around 5k shares on-market at roughly ₹712 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.7m more than they bought in the last 12 months.Reported Earnings • May 05Full year 2021 earnings released: EPS ₹43.17 (vs ₹45.96 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹84.0b (up 8.2% from FY 2020). Net income: ₹6.73b (down 6.1% from FY 2020). Profit margin: 8.0% (down from 9.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹659, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 58% over the past three years.Recent Insider Transactions • Mar 15Insider recently sold ₹737k worth of stockOn the 8th of March, Sanjay Chhabra sold around 1k shares on-market at roughly ₹575 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.1m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹545, the stock is trading at a trailing P/E ratio of 13.2x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 10%.Is New 90 Day High Low • Feb 12New 90-day high: ₹474The company is up 40% from its price of ₹339 on 14 November 2020. The Indian market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period.Is New 90 Day High Low • Jan 21New 90-day high: ₹431The company is up 22% from its price of ₹355 on 23 October 2020. The Indian market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 23% over the same period.Reported Earnings • Jan 20Third quarter 2021 earnings released: EPS ₹16.25The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ₹21.8b (flat on 3Q 2020). Net income: ₹2.53b (up 45% from 3Q 2020). Profit margin: 12% (up from 8.0% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 12DCM Shriram Limited to Report Q3, 2021 Results on Jan 19, 2021DCM Shriram Limited announced that they will report Q3, 2021 results on Jan 19, 2021Is New 90 Day High Low • Dec 07New 90-day high: ₹392The company is up 14% from its price of ₹343 on 08 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period.株主還元523367IN ChemicalsIN 市場7D-1.5%0.3%0.5%1Y5.7%-2.9%-0.5%株主還元を見る業界別リターン: 523367過去 1 年間で-2.9 % の収益を上げたIndian Chemicals業界を上回りました。リターン対市場: 523367過去 1 年間で-0.5 % の収益を上げたIndian市場を上回りました。価格変動Is 523367's price volatile compared to industry and market?523367 volatility523367 Average Weekly Movement5.3%Chemicals Industry Average Movement7.3%Market Average Movement7.2%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: 523367 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 523367の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19896,197Ajay Shriramwww.dcmshriram.comDCM シュリラム・リミテッドは子会社とともに、インド国内外でクロロビニル事業、砂糖事業、農業資材事業、その他事業を展開している。同社はクロロビニル、砂糖、シュリラム・ファーム・ソリューションズ、バイオシード、肥料、フェネスタ・ビルディング、その他のセグメントで事業を展開している。尿素、苛性ソーダ灰汁・フレーク、塩素、砂糖、エタノール、バガスベースのコージェネ発電所、植物栄養ソリューション、農作物ケア化学品、ハイブリッド種子、苛性ソーダ、塩素、水素、安定漂白粉、炭化カルシウム、PVC樹脂、塩化アルミニウム、UPVC・アルミ窓・ドアなどを製造・販売している。さらに、ガソリンと軽油からなる燃料、セメント関連製品も販売している。さらに、液状エポキシ樹脂、硬化剤、ソルベントカット、反応性希釈剤、配合樹脂などの先端材料製品を、風防、EV、航空、エレクトロニクス、防火、軽量化産業など様々な分野に提供している。同社は1989年に設立され、インドのニューデリーに拠点を置く。DCM Shriram LimitedはSumant Investments Pvt Ltd.の子会社として運営されている。もっと見るDCM Shriram Limited 基礎のまとめDCM Shriram の収益と売上を時価総額と比較するとどうか。523367 基礎統計学時価総額₹177.73b収益（TTM）₹8.53b売上高(TTM)₹135.38b20.8xPER（株価収益率1.3xP/Sレシオ523367 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計523367 損益計算書（TTM）収益₹135.38b売上原価₹88.67b売上総利益₹46.71bその他の費用₹38.18b収益₹8.53b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）53.39グロス・マージン34.50%純利益率6.30%有利子負債／自己資本比率36.4%523367 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り20%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 04:56終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋DCM Shriram Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関null null360 ONE Capital Market Private LimitedDhananjay SinhaEmkay Global Financial Services Ltd.Kameswari V. S. ChavaliFirstCall Research
Reported Earnings • May 15Full year 2026 earnings released: EPS: ₹55.70 (vs ₹38.75 in FY 2025)Full year 2026 results: EPS: ₹55.70 (up from ₹38.75 in FY 2025). Revenue: ₹144.6b (up 20% from FY 2025). Net income: ₹8.53b (up 41% from FY 2025). Profit margin: 5.9% (up from 5.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14DCM Shriram Limited, Annual General Meeting, Aug 18, 2026DCM Shriram Limited, Annual General Meeting, Aug 18, 2026.
お知らせ • May 05DCM Shriram Limited to Report Q4, 2026 Results on May 13, 2026DCM Shriram Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026
お知らせ • Apr 17Teknor Apex B.V. agreed to 50% of acquire Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million.Teknor Apex B.V. agreed to acquire 50% of Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million on April 16, 2026. A cash consideration of $5.6 million will be paid by Teknor Apex B.V. As part of consideration, $5.6 million is paid towards common equity of Shriram Polytech Limited. The transaction will reduce DCM Shriram's ownership in SPL from 100 per cent to 50 per cent, reclassifying the polymer compounds maker as a joint venture rather than a wholly owned subsidiary. DCM Shriram's board approved the deal. The expected completion of the transaction is April 23, 2026.
Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: ₹13.59 (vs ₹16.81 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.59 (down from ₹16.81 in 3Q 2025). Revenue: ₹40.3b (up 20% from 3Q 2025). Net income: ₹2.13b (down 19% from 3Q 2025). Profit margin: 5.3% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jan 12DCM Shriram Limited to Report Q3, 2026 Results on Jan 20, 2026DCM Shriram Limited announced that they will report Q3, 2026 results on Jan 20, 2026
Reported Earnings • May 15Full year 2026 earnings released: EPS: ₹55.70 (vs ₹38.75 in FY 2025)Full year 2026 results: EPS: ₹55.70 (up from ₹38.75 in FY 2025). Revenue: ₹144.6b (up 20% from FY 2025). Net income: ₹8.53b (up 41% from FY 2025). Profit margin: 5.9% (up from 5.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14DCM Shriram Limited, Annual General Meeting, Aug 18, 2026DCM Shriram Limited, Annual General Meeting, Aug 18, 2026.
お知らせ • May 05DCM Shriram Limited to Report Q4, 2026 Results on May 13, 2026DCM Shriram Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026
お知らせ • Apr 17Teknor Apex B.V. agreed to 50% of acquire Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million.Teknor Apex B.V. agreed to acquire 50% of Shriram Polytech Limited from DCM Shriram Limited (NSEI:DCMSHRIRAM) for $5.6 million on April 16, 2026. A cash consideration of $5.6 million will be paid by Teknor Apex B.V. As part of consideration, $5.6 million is paid towards common equity of Shriram Polytech Limited. The transaction will reduce DCM Shriram's ownership in SPL from 100 per cent to 50 per cent, reclassifying the polymer compounds maker as a joint venture rather than a wholly owned subsidiary. DCM Shriram's board approved the deal. The expected completion of the transaction is April 23, 2026.
Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: ₹13.59 (vs ₹16.81 in 3Q 2025)Third quarter 2026 results: EPS: ₹13.59 (down from ₹16.81 in 3Q 2025). Revenue: ₹40.3b (up 20% from 3Q 2025). Net income: ₹2.13b (down 19% from 3Q 2025). Profit margin: 5.3% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jan 12DCM Shriram Limited to Report Q3, 2026 Results on Jan 20, 2026DCM Shriram Limited announced that they will report Q3, 2026 results on Jan 20, 2026
Declared Dividend • Oct 30Dividend increased to ₹3.60Dividend of ₹3.60 is 80% higher than last year. Ex-date: 3rd November 2025 Payment date: 27th November 2025 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 29Second quarter 2026 earnings released: EPS: ₹10.14 (vs ₹4.04 in 2Q 2025)Second quarter 2026 results: EPS: ₹10.14 (up from ₹4.04 in 2Q 2025). Revenue: ₹35.3b (up 19% from 2Q 2025). Net income: ₹1.59b (up 152% from 2Q 2025). Profit margin: 4.5% (up from 2.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Oct 18DCM Shriram Limited to Report Q2, 2026 Results on Oct 28, 2025DCM Shriram Limited announced that they will report Q2, 2026 results on Oct 28, 2025
New Risk • Sep 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Upcoming Dividend • Jul 29Upcoming dividend of ₹3.40 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.7%).
Reported Earnings • Jul 17Full year 2025 earnings released: EPS: ₹38.75 (vs ₹28.67 in FY 2024)Full year 2025 results: EPS: ₹38.75 (up from ₹28.67 in FY 2024). Revenue: ₹120.8b (up 11% from FY 2024). Net income: ₹6.04b (up 35% from FY 2024). Profit margin: 5.0% (up from 4.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Jul 14DCM Shriram Limited to Report Q1, 2026 Results on Jul 21, 2025DCM Shriram Limited announced that they will report Q1, 2026 results on Jul 21, 2025
お知らせ • Jul 03DCM Shriram Appoints Hameed Jung as the Chief Human Resources Officer for Its Bioseed Genetics DivisionDCM Shriram has appointed seasoned HR professional Hameed Jung as the Chief Human Resources Officer (CHRO) for its Bioseed Genetics division. Effective July 1, Jung will anchor talent transformation efforts at the agri-biotech unit, reporting to Sreekanth Chundi, Executive Director and Business Head - Bioseed, with strategic alignment under Group CHRO Sandeep Girotra. With over 30 years of experience across industries like pharmaceuticals, energy, insurance, and automotive, Jung has led change agendas at companies including GE Power, Baxter International, ICICI Prudential, and General Motors. Since joining DCM Shriram in 2022, he has been instrumental in reshaping group-wide talent and learning frameworks. In his elevated role, Jung is expected to drive capability building, succession planning, and culture evolution within Bioseed, which is focused on high-yield hybrid seed solutions across Asia. His deep understanding of human capital dynamics will be key as the company scales innovation in sustainable agriculture.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹1,423, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 52% over the past three years.
お知らせ • Jun 13DCM Shriram Limited (NSEI:DCMSHRIRAM) agreed to acquire Hindusthan Speciality Chemicals Limited from Hindusthan Urban Infrastructure Limited (BSE:539984) for INR 3.8 billion.DCM Shriram Limited (NSEI:DCMSHRIRAM) agreed to acquire Hindusthan Speciality Chemicals Limited from Hindusthan Urban Infrastructure Limited (BSE:539984) for INR 3.8 billion on June 12, 2025. A cash consideration of INR 3.75 billion will be paid by DCM Shriram Limited. As part of consideration, INR 2.1983 billion wii be paid to Hindusthan Urban Infrastructure Limited. DCM Shriram Ltd will sign a definitive agreement to acquire full ownership of Hindusthan Specialty Chemicals Ltd. For the period ending March 31, 2025, Hindusthan Speciality Chemicals Limited reported total revenue of INR 2.75 billion and net loss of INR 284.59 million. As of March 31, 2025, Hindusthan Speciality Chemicals Limited reported net liabilities of INR 76.06 million. The transaction is subject to approval of offer by target shareholders. The deal has been approved by the board of DCM Shriram Limited and Hindusthan Urban Infrastructure Limited. The expected completion of the transaction is in September 2025.
Reported Earnings • May 07Full year 2025 earnings released: EPS: ₹38.75 (vs ₹28.67 in FY 2024)Full year 2025 results: EPS: ₹38.75 (up from ₹28.67 in FY 2024). Revenue: ₹128.8b (up 18% from FY 2024). Net income: ₹6.04b (up 35% from FY 2024). Profit margin: 4.7% (up from 4.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 06+ 1 more updateDCM Shriram Limited, Annual General Meeting, Aug 12, 2025DCM Shriram Limited, Annual General Meeting, Aug 12, 2025.
お知らせ • May 01DCM Shriram Limited to Report Q4, 2025 Results on May 05, 2025DCM Shriram Limited announced that they will report Q4, 2025 results on May 05, 2025
お知らせ • Mar 18DCM Shriram Limited Approves Appointment of Tejpreet Singh Chopra as an Independent DirectorDCM Shriram Limited announced that through postal ballot notice approved the special resolution in respect of Appointment of Mr. Tejpreet Singh Chopra (DIN: 00317683), as an Independent Director of the Company for a period of 5 years, effective January 18, 2025.
お知らせ • Feb 03DCM Shriram Limited Announces Cessation of Ramni Nirula as Independent DirectorDCM Shriram Limited informed that, Ms. Ramni Nirula (DIN: 00015330), has completed her second term as an Independent Director on February 2, 2025 and consequently has ceased to be Independent Director of the Company with effect from the close of business hours on February 2, 2025. She provided guidance to the Company during her tenure as Independent Director of the Company and as Chairperson of the Audit Committee.
お知らせ • Jan 24DCM Shriram Limited Provides Update on Pending LitigationDCM Shriram Limited had a tax matter for AY 14- 15 (FY 13-14) involving majorly transfer pricing adjustments on industrial consumables, which were earlier decided in favor of the Company at the Income Tax Appellate Tribunal (ITAT) on October 28, 2021 and thereafter, challenged by the Principal Commissioner of Income Tax-1, New Delhi vide an appeal against the said ITAT order in the Hon'ble High Court of Delhi (received by Company on November 8, 2023). The appeal involved tax effect of INR 449.5 million. The matter was heard by the Hon'ble High Court of Delhi on various dates and vide orders dated May 2, 2025 and January 21, 2025, the Court has dismissed the Department's appeal thereby confirming the findings of the ITAT and giving full relief of the tax effect involved to the Company. The said order was downloaded from website of the Hon'ble High Court of Delhi on January 23, 2025 at 4:49 pm.
Reported Earnings • Jan 19Third quarter 2025 earnings released: EPS: ₹16.81 (vs ₹15.42 in 3Q 2024)Third quarter 2025 results: EPS: ₹16.81 (up from ₹15.42 in 3Q 2024). Revenue: ₹33.7b (up 11% from 3Q 2024). Net income: ₹2.62b (up 9.0% from 3Q 2024). Profit margin: 7.8% (down from 7.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jan 18DCM Shriram Limited Approves Executive ChangesDCM Shriram Limited at its board meeting held on January 18, 2025, approved, the appointment of: Mr. Deepak Gupta as Company Secretary & Compliance Officer of the Company, with effect from January 18, 2025. Consequently, Ms. Swati Patil Lahiri, Acting Company Secretary & Compliance Officer, has ceased to be the Acting Company Secretary & Compliance Officer of the Company, effective from January 18, 2025. Mr. Anoop Singh, President-Special Projects, as Senior Management Personnel of the Company, with effect from January 18, 2025. Mr. Deepak Gupta is a Fellow member of The Institute of Company Secretaries of India with more than 26 years of extensive experience in corporate laws, Corporate Restructuring and Secretarial matters. During the course of his career, he has been associated with various reputed organizations and has also been active participant in trade & industry associations on matters relating to Corporate Laws. Mr. Anoop Singh has over 33 years of experience and has worked across different organizations. He started his career with CIMMCO Birla India Limited and thereafter worked for other companies, including DCM Shriram Limited, wherein he spent over 18 years. In DCM Shriram, he was working in the Sugar SBU, with extensive experience of overseeing Projects, Commercial and Purchase, putting up several key projects like sugar factories expansion, ethanol plants, potassium sulphate plant etc. He was instrumental in driving innovations in those aspects of the business, with focus on quality delivery and execution of projects. He has lastly worked for Rai Group- Sugar, Kenya & Tanzania, as Chief Executive Officer. Mr. Singh's terms of appointment have been finalized in the grade of President and accordingly the basic salary, allowances, benefits and perquisites are in line with the applicable grade structure and industry/market practices. In his current role, he will drive New Special Projects, working closely with the senior leadership team.
お知らせ • Jan 10DCM Shriram Limited to Report Q3, 2025 Results on Jan 18, 2025DCM Shriram Limited announced that they will report Q3, 2025 results at 4:00 PM, Indian Standard Time on Jan 18, 2025
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,256, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 26% over the past three years.
Upcoming Dividend • Nov 04Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 11 November 2024. Payment date: 28 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.7%).
Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: ₹4.04 (vs ₹2.07 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.04 (up from ₹2.07 in 2Q 2024). Revenue: ₹31.8b (up 18% from 2Q 2024). Net income: ₹629.2m (up 95% from 2Q 2024). Profit margin: 2.0% (up from 1.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Oct 22DCM Shriram Limited to Report Q2, 2025 Results on Oct 30, 2024DCM Shriram Limited announced that they will report Q2, 2025 results on Oct 30, 2024
New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.3% net profit margin).
Reported Earnings • Jul 24First quarter 2025 earnings released: EPS: ₹6.43 (vs ₹3.63 in 1Q 2024)First quarter 2025 results: EPS: ₹6.43 (up from ₹3.63 in 1Q 2024). Revenue: ₹31.0b (up 12% from 1Q 2024). Net income: ₹1.00b (up 77% from 1Q 2024). Profit margin: 3.2% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • Jul 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Non-Executive Independent Director Vikramajit Sen was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 17+ 1 more updateDCM Shriram Limited Declare A Final Dividend for the Financial Year 2023-24DCM Shriram Limited announced at the AGM held on July 16, 2024, approved to declare a final dividend of INR 2.60 per equity share of face value of INR 2/- each and to note the payment of interim dividend of INR 4.00 per equity share of face value of INR 2/- each already paid during the financial year 2023-24.
お知らせ • Jul 13DCM Shriram Limited to Report Q1, 2025 Results on Jul 23, 2024DCM Shriram Limited announced that they will report Q1, 2025 results on Jul 23, 2024
Upcoming Dividend • Jul 02Upcoming dividend of ₹2.60 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.7%).
Reported Earnings • Jun 18Full year 2024 earnings released: EPS: ₹28.67 (vs ₹58.41 in FY 2023)Full year 2024 results: EPS: ₹28.67 (down from ₹58.41 in FY 2023). Revenue: ₹109.2b (down 5.4% from FY 2023). Net income: ₹4.47b (down 51% from FY 2023). Profit margin: 4.1% (down from 7.9% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Declared Dividend • May 08Final dividend of ₹2.60 announcedShareholders will receive a dividend of ₹2.60. Ex-date: 9th July 2024 Payment date: 15th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 13% EPS decline seen over the last 5 years.
お知らせ • May 08+ 1 more updateDCM Shriram Limited, Annual General Meeting, Jul 16, 2024DCM Shriram Limited, Annual General Meeting, Jul 16, 2024.
Reported Earnings • May 07Full year 2024 earnings released: EPS: ₹28.67 (vs ₹58.41 in FY 2023)Full year 2024 results: EPS: ₹28.67 (down from ₹58.41 in FY 2023). Revenue: ₹115.3b (flat on FY 2023). Net income: ₹4.47b (down 51% from FY 2023). Profit margin: 3.9% (down from 7.9% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • May 01+ 1 more updateDCM Shriram Limited to Report Q4, 2024 Results on May 06, 2024DCM Shriram Limited announced that they will report Q4, 2024 results on May 06, 2024
お知らせ • Feb 27DCM Shriram Limited Approves Interim Dividend for the Financial Year 2023-24, Payable on or Before March 27, 2024DCM Shriram Limited announced at the board meeting held on February 21, 2024, declared Interim Dividend for the financial year 2023-24 on the paid-up equity share capital of the Company, @ 200% (INR 4 per equity share of face value of INR 2/- each). As already intimated vide aforesaid letter, the Record Date fixed for the purpose of the said Interim Dividend shall be March 6, 2024. Further, the said Interim Dividend shall be paid/dispatched to all eligible shareholders on or before March 27, 2024.
Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹15.42 (vs ₹21.94 in 3Q 2023)Third quarter 2024 results: EPS: ₹15.42 (down from ₹21.94 in 3Q 2023). Revenue: ₹31.7b (down 2.0% from 3Q 2023). Net income: ₹2.40b (down 30% from 3Q 2023). Profit margin: 7.6% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
お知らせ • Jan 19DCM Shriram Limited to Report Q3, 2024 Results on Jan 31, 2024DCM Shriram Limited announced that they will report Q3, 2024 results on Jan 31, 2024
お知らせ • Nov 02DCM Shriram Limited Announces Board ChangesDCM Shriram Limited announced the appointment of Mr. Rabi Narayan Mishra as Nominee Director of LIC of India on the Board of the Company in place of Ms. Sarita Garg. The company updated that Mr. Rabi Narayan Mishra has been allotted Director Identification Number (DIN:10377015) and his appointment is effective from November 01, 2023. Ms. Sarita Garg has tendered her resignation effective from October 31, 2023.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Deputy MD & Director Aditya Shriram was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: ₹2.07 (vs ₹8.22 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.07 (down from ₹8.22 in 2Q 2023). Revenue: ₹28.5b (up 3.9% from 2Q 2023). Net income: ₹322.4m (down 75% from 2Q 2023). Profit margin: 1.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 20DCM Shriram Limited to Report Q2, 2024 Results on Oct 30, 2023DCM Shriram Limited announced that they will report Q2, 2024 results on Oct 30, 2023
New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.2% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.2% net profit margin).
Reported Earnings • Jul 25First quarter 2024 earnings released: EPS: ₹3.63 (vs ₹16.29 in 1Q 2023)First quarter 2024 results: EPS: ₹3.63 (down from ₹16.29 in 1Q 2023). Revenue: ₹29.5b (up 3.6% from 1Q 2023). Net income: ₹565.8m (down 78% from 1Q 2023). Profit margin: 1.9% (down from 8.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 14DCM Shriram Limited to Report Q1, 2024 Results on Jul 24, 2023DCM Shriram Limited announced that they will report Q1, 2024 results on Jul 24, 2023
Upcoming Dividend • Jul 11Upcoming dividend of ₹3.60 per share at 1.5% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 24 August 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.5%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).
お知らせ • Jul 04DCM Shriram Limited Approves the Cessation of K.K. Kaul to Be the Whole Time DirectorDCM Shriram Limited approved Mr. K.K. Kaul has ceased to be the Whole Time Director of the Company with effect from closing of business hours of July 01, 2023, the date of completion of his tenure. He has also tendered his resignation vide resignation letter dated July 01, 2023 from the directorship of the Board of the Company from the said date, though his intent to step down from the Board was duly noted and approved by the Board and the same was informed in our above-mentioned letter. However, he will continue to be part of Senior Management Team for a further mutually agreed period.
Reported Earnings • May 03Full year 2023 earnings released: EPS: ₹58.41 (vs ₹68.45 in FY 2022)Full year 2023 results: EPS: ₹58.41 (down from ₹68.45 in FY 2022). Revenue: ₹122.0b (up 27% from FY 2022). Net income: ₹9.11b (down 15% from FY 2022). Profit margin: 7.5% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jan 22Third quarter 2023 earnings released: EPS: ₹21.94 (vs ₹22.43 in 3Q 2022)Third quarter 2023 results: EPS: ₹21.94 (down from ₹22.43 in 3Q 2022). Revenue: ₹32.4b (up 19% from 3Q 2022). Net income: ₹3.42b (down 2.2% from 3Q 2022). Profit margin: 11% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 21DCM Shriram Limited Declares Second Interim Dividend for the Financial Year 2022-23, Payable on or Before February 18, 2023DCM Shriram Limited announced that at its Board of directors of the company at meeting held on January 20, 2023, the board of directors declared second interim dividend of 290% that is INR 5.80 per equity share of face value of INR 2 each for the financial year 2022-23 which will be paid/dispatched to all concerned on or before February 18, 2023.
お知らせ • Jan 11DCM Shriram Limited to Report Q3, 2023 Results on Jan 20, 2023DCM Shriram Limited announced that they will report Q3, 2023 results on Jan 20, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Non-Executive Director Sarita Garg was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 24Upcoming dividend of ₹4.60 per shareEligible shareholders must have bought the stock before 31 October 2022. Payment date: 17 November 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.7%).
Reported Earnings • Oct 21Second quarter 2023 earnings released: EPS: ₹8.22 (vs ₹10.16 in 2Q 2022)Second quarter 2023 results: EPS: ₹8.22 (down from ₹10.16 in 2Q 2022). Revenue: ₹27.4b (up 28% from 2Q 2022). Net income: ₹1.28b (down 19% from 2Q 2022). Profit margin: 4.7% (down from 7.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 20DCM Shriram Limited Declares Interim Dividend for the Financial Year 2022-23, Payable on or Before November 17, 2022DCM Shriram Limited announced at the board meeting held on October 19, 2022 that the company approved to declare interim dividend of 230% either INR 4.60/- per equity share of face value of INR 2/- each for the financial year 2022-23, which will be paid/dispatched to all concerned on or before 17.11.2022.
お知らせ • Oct 12DCM Shriram Limited to Report Q2, 2023 Results on Oct 19, 2022DCM Shriram Limited announced that they will report Q2, 2023 results on Oct 19, 2022
お知らせ • Jul 12DCM Shriram Limited to Report Q1, 2023 Results on Jul 19, 2022DCM Shriram Limited announced that they will report Q1, 2023 results on Jul 19, 2022
Upcoming Dividend • Jun 30Upcoming dividend of ₹4.90 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.8%).
Reported Earnings • Jun 29Full year 2022 earnings released: EPS: ₹68.45 (vs ₹43.18 in FY 2021)Full year 2022 results: EPS: ₹68.45 (up from ₹43.18 in FY 2021). Revenue: ₹96.3b (up 16% from FY 2021). Net income: ₹10.7b (up 59% from FY 2021). Profit margin: 11% (up from 8.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 07Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ₹68.45 (up from ₹43.18 in FY 2021). Revenue: ₹99.4b (up 20% from FY 2021). Net income: ₹10.7b (up 59% from FY 2021). Profit margin: 11% (up from 8.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Additional Director Sarita Garg was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,102, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 168% over the past three years.
Buying Opportunity • Mar 10Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.0%. The fair value is estimated to be ₹1,256, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Feb 22Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 1.0%. The fair value is estimated to be ₹1,244, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Jan 24Now 22% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be ₹1,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Jan 20Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ₹22.43 (up from ₹16.25 in 3Q 2021). Revenue: ₹28.2b (up 30% from 3Q 2021). Net income: ₹3.50b (up 38% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 41%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Additional Director Sarita Garg was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹984, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 157% over the past three years.
Reported Earnings • Oct 20Second quarter 2022 earnings released: EPS ₹10.16 (vs ₹7.63 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹22.0b (up 7.4% from 2Q 2021). Net income: ₹1.59b (up 33% from 2Q 2021). Profit margin: 7.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 20Second quarter 2022 earnings released: EPS ₹10.16 (vs ₹7.63 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹22.0b (up 7.4% from 2Q 2021). Net income: ₹1.59b (up 33% from 2Q 2021). Profit margin: 7.2% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,159, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 285% over the past three years.
お知らせ • Sep 15DCM Shriram Limited (BSE:523367) agreed to acquire Shriram Axiall Private Limited from Axiall Corporation.DCM Shriram Limited (BSE:523367) agreed to acquire Shriram Axiall Private Limited from Axiall Corporation on September 13, 2021. The Board of Directors of DCM Shriram Limited (BSE:523367) considered and approved the proposal to acquire entire 50% shareholding held by Axiall LLC in SAPL.
Recent Insider Transactions • Sep 02Insider recently sold ₹1.8m worth of stockOn the 30th of August, Vinoo Mehta sold around 2k shares on-market at roughly ₹890 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹4.0m. Insiders have been net sellers, collectively disposing of ₹60m more than they bought in the last 12 months.
Executive Departure • Aug 28Executive Director of HR Sushil Baveja has left the companyOn the 24th of August, Sushil Baveja's tenure as Executive Director of HR ended. We don't have any record of a personal shareholding under Sushil's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.46 years.
Recent Insider Transactions • Aug 19Insider recently sold ₹3.8m worth of stockOn the 13th of August, Anil Jain sold around 4k shares on-market at roughly ₹968 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹4.0m. Insiders have been net sellers, collectively disposing of ₹55m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,012, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 204% over the past three years.
Upcoming Dividend • Jul 01Upcoming dividend of ₹3.80 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 19 August 2021. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.7%).
Reported Earnings • Jun 30Full year 2021 earnings released: EPS ₹43.18 (vs ₹45.96 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹83.1b (up 7.0% from FY 2020). Net income: ₹6.73b (down 6.1% from FY 2020). Profit margin: 8.1% (down from 9.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jun 26Insider recently sold ₹4.0m worth of stockOn the 22nd of June, Vinay Mehta sold around 5k shares on-market at roughly ₹800 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹14m. Insiders have been net sellers, collectively disposing of ₹49m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹846, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 222% over the past three years.
Recent Insider Transactions • Jun 02Insider recently sold ₹353k worth of stockOn the 28th of May, Saibal Bhattacharya sold around 500 shares on-market at roughly ₹705 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹14m. Insiders have been net sellers, collectively disposing of ₹32m more than they bought in the last 12 months.
Recent Insider Transactions • May 13Insider recently sold ₹3.6m worth of stockOn the 10th of May, Sanjay Chhabra sold around 5k shares on-market at roughly ₹712 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.7m more than they bought in the last 12 months.
Reported Earnings • May 05Full year 2021 earnings released: EPS ₹43.17 (vs ₹45.96 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: ₹84.0b (up 8.2% from FY 2020). Net income: ₹6.73b (down 6.1% from FY 2020). Profit margin: 8.0% (down from 9.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹659, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 58% over the past three years.
Recent Insider Transactions • Mar 15Insider recently sold ₹737k worth of stockOn the 8th of March, Sanjay Chhabra sold around 1k shares on-market at roughly ₹575 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.1m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹545, the stock is trading at a trailing P/E ratio of 13.2x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 17x in the Chemicals industry in India. Total returns to shareholders over the past three years are 10%.
Is New 90 Day High Low • Feb 12New 90-day high: ₹474The company is up 40% from its price of ₹339 on 14 November 2020. The Indian market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period.
Is New 90 Day High Low • Jan 21New 90-day high: ₹431The company is up 22% from its price of ₹355 on 23 October 2020. The Indian market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 23% over the same period.
Reported Earnings • Jan 20Third quarter 2021 earnings released: EPS ₹16.25The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ₹21.8b (flat on 3Q 2020). Net income: ₹2.53b (up 45% from 3Q 2020). Profit margin: 12% (up from 8.0% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 12DCM Shriram Limited to Report Q3, 2021 Results on Jan 19, 2021DCM Shriram Limited announced that they will report Q3, 2021 results on Jan 19, 2021
Is New 90 Day High Low • Dec 07New 90-day high: ₹392The company is up 14% from its price of ₹343 on 08 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period.
