DCM Shriram Ltd (DCMSHRIRAM) Q4FY26 Management Mirror - Mar-2026 Qtr
Chemicals & ECH
Management expects robust caustic soda capacity utilization in the coming year, reaffirming the stable-to-positive outlook cited in the Dec'25 Qtr and Sep'25 Qtr. The Epichlorohydrin (ECH) plant, fully commissioned in Apr'26, is currently operating at 60% to 70% utilization, with steady ramp-up expected over the next one to two quarters and healthy margins anticipated despite rising raw material costs. [Status: Reaffirmed]
4 more themes on the ELITE plan.