Dalmia Bharat Sugar and Industries Limited Just Missed Revenue By 83%: Here's What Analysts Think Will Happen Next

Investors in Dalmia Bharat Sugar and Industries Limited (NSE:DALMIASUG) had a good week, as its shares rose 3.5% to close at ₹411 following the release of its quarterly results. Revenues were ₹5.8b, 83% shy of what the analyst was expecting, although statutory earnings of ₹30.90 per share were roughly in line with what was forecast. Earnings are an important time for investors, as they can track a company's performance, look at what the analyst is forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analyst has changed their mind on Dalmia Bharat Sugar and Industries after the latest results.

Check out our latest analysis for Dalmia Bharat Sugar and Industries

Taking into account the latest results, the current consensus from Dalmia Bharat Sugar and Industries' solitary analyst is for revenues of ₹34.9b in 2025. This would reflect a satisfactory 4.9% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 5.9% to ₹40.10. Before this earnings report, the analyst had been forecasting revenues of ₹35.1b and earnings per share (EPS) of ₹41.10 in 2025. The analyst seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.

It might be a surprise to learn that the consensus price target was broadly unchanged at ₹490, with the analyst clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Dalmia Bharat Sugar and Industries' past performance and to peers in the same industry. It's pretty clear that there is an expectation that Dalmia Bharat Sugar and Industries' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 3.9% growth on an annualised basis. This is compared to a historical growth rate of 11% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 10% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Dalmia Bharat Sugar and Industries.

The Bottom Line

The most important thing to take away is that the analyst downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have analyst estimates for Dalmia Bharat Sugar and Industries going out as far as 2026, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 1 warning sign for Dalmia Bharat Sugar and Industries you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.