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Prabhudas Lilladher Report
Dalmia Bharat Ltd. is India’s fourth largest cement producer with capacity of 29.6 million tonne, spread over East, South and West region.
In South (40% volume share), more than 75% volumes come from profitable states of Tamil Nadu, Karnataka and Kerala while volatile and oversupply prone states of Andhra Pradesh and Telangana constitute only 25% of volumes.
In East (50% of volumes), the company enjoys logistics edge over peers with integrated operations in Odisha.
Led by strong market positioning and competitive cost structure, the company’s margins rank in top quartile of the sector.
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