'
Dalmia Bharat hosted conference call on January 21, 2026. In
the conference call, the company was represented by Mr. Puneet Dalmia-MD &
CEO CEO and Mr Dharmender Tuteja- CFO
Key Takeaways of the
call
Indian economy has demonstrated
strong resilience with GDP growth of 8.2% in Q2FY2026 despite geopolitical
headwinds. RBI forecast’s GDP growth of 7.3% for FY2026. India became the
fourth largest economy in the world and is the fastest growing major economy.
The cement sector benefits from
government infrastructure investments and capacity building, with Q3 cement
demand growing 7-8% YoY and is expected to grow 6% yoy for the full year FY26. The
sector started witnessing improved demand environment with the end of monsoon
and the festive.
Prices softened post-GST cuts especially
in the company’s key operating regions of east and south but showed early Q4
improvement. However, prices are expec...
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