Results: Dalmia Bharat Sugar and Industries Limited Exceeded Expectations And The Consensus Has Updated Its Estimates

A week ago, Dalmia Bharat Sugar and Industries Limited (NSE:DALMIASUG) came out with a strong set of full-year numbers that could potentially lead to a re-rate of the stock. It was overall a positive result, with revenues beating expectations by 6.8% to hit ₹38b. Dalmia Bharat Sugar and Industries also reported a statutory profit of ₹47.78, which was an impressive 52% above what the analyst had forecast. The analyst typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analyst is expecting for next year.

Our free stock report includes 1 warning sign investors should be aware of before investing in Dalmia Bharat Sugar and Industries. Read for free now.

Following last week's earnings report, Dalmia Bharat Sugar and Industries' sole analyst are forecasting 2026 revenues to be ₹38.8b, approximately in line with the last 12 months. Statutory earnings per share are expected to reduce 4.8% to ₹45.50 in the same period. Yet prior to the latest earnings, the analyst had been anticipated revenues of ₹38.9b and earnings per share (EPS) of ₹38.10 in 2026. There was no real change to the revenue estimates, but the analyst does seem more bullish on earnings, given the solid gain to earnings per share expectations following these results.

Check out our latest analysis for Dalmia Bharat Sugar and Industries

The consensus price target rose 13% to ₹600, suggesting that higher earnings estimates flow through to the stock's valuation as well.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that Dalmia Bharat Sugar and Industries' revenue growth is expected to slow, with the forecast 1.5% annualised growth rate until the end of 2026 being well below the historical 7.3% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 9.8% annually. Factoring in the forecast slowdown in growth, it seems obvious that Dalmia Bharat Sugar and Industries is also expected to grow slower than other industry participants.

The Bottom Line

The most important thing here is that the analyst upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Dalmia Bharat Sugar and Industries following these results. Fortunately, the analyst also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Dalmia Bharat Sugar and Industries' revenue is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analyst clearly feeling that the intrinsic value of the business is improving.

With that in mind, we wouldn't be too quick to come to a conclusion on Dalmia Bharat Sugar and Industries. Long-term earnings power is much more important than next year's profits. We have analyst estimates for Dalmia Bharat Sugar and Industries going out as far as 2027, 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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