Dalmia Bharat Sugar: My top sugar pick

Dalmia Bharat Sugar reports highest ever PAT at Rs. 387 Cr, +42% YoY   


  • Company achieved all-time high domestic sugar sales volumes of 5.9 LMT, leading to a significant reduction in year-end sugar inventory to 3.8 LMT, down from 4.3 LMT in FY24.
  • The Company reported an all-time high average sales realization of Rs. 38/kg.
  • The Grain Distillery delivered 6.2 Cr liters in FY25, a significant increase of 72% YoY, driven by capacity expansion.    
  • As a result, DBSIL reported strong financial performance EBITDA of Rs. 544 Cr, and PAT of Rs. 387 Cr  
  • Total borrowings (Current and Non-current) reduced by Rs. 386 Cr, declining from Rs. 1,430 Cr to Rs. 1,044 Cr.    
  • Regulatory updates: - • FRP for SS 25-26 increased from Rs. 340/Qtl to Rs. 355/Qtl. • Ethanol allocation received from OMC's for ESY 24-25 for 997 Cr liters (Sugar 337 Cr liters, Grain 659 Cr liters).    
  • About Dalmia Bharat Sugar and Industries Limited: Dalmia Bharat Sugar and Industries Limited has been one of the fastest-growing success stories in the Indian sugar industry. The company's foray into the sugar business was made in the mid90s and the first unit of 2500 TCD was set up at Ramgarh, a village in the Sitapur district of Uttar Pradesh in 1994. During 2006-2007, the company embarked on a major growth path by setting up two greenfield plants atJawaharpur (Dist. Sitapur, U.P.) and Nigohi (Dist. Shahjahanpur, U.P.) and expanding existing facilities at the Ramgarh unit. The total cane crushing capacity of the company is now 43200 TCD which makes it one of the leading sugar producers in the country. It is now a fully integrated player with 126 MW of co-generation capacity and a distillery of 850 KLPD along with incineration boilers. It also has facilities for processing of raw sugar. These state-of-the-art facilities serve as a role model for the sugar industry since the company has achieved excellence in plant operational metrics and holds a technological leadership position in the industry.    

 

Dalmia Bharat Sugar: My top sugar pick 
  • DBSIL reports resilient financial performance amidst ban on export of sugar and limited diversion of sugar for ethanol production with PAT of Rs. 272 Cr in FY 24 against Rs. 250 Cr in FY23 an increase of 9%. 
  • Industry leading Operating EBIDTA margin of 14.9%. 
  • Cane crushed qty has increased by 11.2% compared to FY23. 
  • Sugar production has increased by 32.8% reaching to 6.35 LMT. 
  • Increase in domestic sugar sales volume by 8.4% by reaching to 4.24 LMT. 
  • Average Sugar sales realization improved by 2.3% on a blended basis (including exports) 
  • Highest ever distillery sales volumes of 17.7 Cr liters, 7% increase over last year. 
  • Commercial production at wholly owned subsidiary, Baghauli Sugar and Distillery Limited has commenced in Q4 in record time. 
  • Grain distillery capacity increased to 250 KLPD from 110 KLPD. 

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