External broker reports(aggregated public sources), Sharekhan

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External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>In Q2FY2025, Dalmia reported broadly in-line consolidated revenue, led by higher-than-estimated volume growth.</li><li>Operational profitability miss was led by lower-than-estimated realisations.</li><li>Management has reduced its volume growth guidance for FY2025 to 9% y-o-y from 12% y-o-y, anticipating lower industry growth rate, while it continues to eye volume growth of 1.5x that of industry growth.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

In Q2FY2025, Dalmia reported broadly in-line consolidated revenue, led by higher-than-estimated volume growth.Operational profitability miss was led by lower-than-estimated realisations.Management has reduced its volume growth guidance for FY2025 to 9% y-o-y from 12% y-o-y, anticipating lower industry growth rate, while it continues to eye volume growth of 1.5x that of industry growth.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Dalmia Bharat Ltd - Weak Regional Prices Lead to Q2 Miss; Retain BUY