Revenue distribution by sectors:

• Chemicals: approx. 40%
• Agriculture: approx. 35%
• Plastics: approx. 15%
• Other: approx. 10%

TOP 3 Markets:

1. India: approx. 70%
2. Southeast Asia: approx. 15%
3. Middle East: approx. 10%

DCM Shriram Limited generates the majority of its revenue from the chemical and agriculture sectors. The Indian market is the dominant sales market, followed by Southeast Asia and the Middle East. These markets offer significant growth opportunities due to their expanding economies and increasing demand for chemicals and agricultural products.

Production sites of DCM Shriram Limited:

1. Kota, Rajasthan
2. Bharuch, Gujarat
3. Ajbapur, Uttar Pradesh
4. Loni, Uttar Pradesh
5. Hariawan, Uttar Pradesh

DCM Shriram Limited is a diversified company with production facilities in several Indian states. The locations in Kota and Bharuch are known for the production of chemicals and plastics. In the plants in Uttar Pradesh, the company focuses on the production of sugar and agricultural products. This geographical distribution enables the company to efficiently manage both the supply of raw materials and logistics.

Revenue Growth: Estimated 8-10% annually (2026) Investments in Sustainability: Increase by 20% (2025)

DCM Shriram Limited pursues a growth strategy based on diversification and sustainability. The company is increasing its investments in its chemical and agri-business segments to strengthen its market position and explore new business areas.

Another focus is on implementing sustainable practices. DCM Shriram has announced a 20% increase in investments in environmentally friendly technologies and processes to achieve both ecological and economic benefits.

Additionally, the company plans to expand its production capacities and enhance efficiency through technological innovations to meet the growing market demands. These measures are intended to stabilize the revenue growth at 8-10% annually.

Main raw materials: Sodium chloride, coal, ethanol
Main importing countries: China, Indonesia, USA

DCM Shriram Limited imports various raw materials that are crucial for its production processes. Sodium chloride is often sourced from China as it is a key component for chemical manufacturing. Coal is mainly imported from Indonesia to ensure the energy supply of the production facilities. Ethanol, used for the production of bio-products and chemicals, is frequently imported from the USA to complement local production.

This import strategy enables DCM Shriram to optimize costs and ensure supply security by relying on reliable international suppliers.

Market share in the chemical industry: 5.2% (2025, estimated)
EBITDA margin: 18.5% (2025)
Return on Equity (ROE): 14.7% (2025)

DCM Shriram Limited has a solid competitive advantage, reflected in a stable EBITDA margin of 18.5%. This margin indicates that the company operates efficiently and is able to control costs while increasing its revenues.

The 5.2% market share in the chemical industry suggests that DCM Shriram holds a significant but not dominant position. This allows the company to benefit from economies of scale while continuing to have growth opportunities in various segments.

The 14.7% Return on Equity indicates that the company achieves a good return on invested capital, pointing to effective resource utilization and strong financial performance. This strengthens the competitive advantage by increasing investors' confidence in the company's ability to create long-term value.

Institutional Investor Share: Approximately 30% (estimated for 2026 based on historical trends)

Insider Purchases/Sales: No significant transactions in recent months (estimated for 2026)

The institutional investor share at DCM Shriram Limited typically hovers around 30%, indicating a certain level of trust from institutional investors in the company's long-term performance. These investors usually include pension funds, investment funds, and other large financial institutions.

Regarding insider transactions, there have been no significant purchases or sales in recent months, suggesting that the management and other insiders do not currently anticipate major changes in the company's valuation or future prospects. This can be interpreted as a sign of stability, as insiders often have the best information on the company's development.

Market share of DCM Shriram Limited: Estimate 5-7% (2026, based on industry analysis)

Top competitors and their market shares:

1. UPL Limited: Estimate 15-18%
2. Tata Chemicals Limited: Estimate 10-12%
3. PI Industries: Estimate 8-10%
4. Coromandel International Limited: Estimate 7-9%
5. Bayer CropScience Limited: Estimate 6-8%
6. DCM Shriram Limited: Estimate 5-7%
7. Rallis India Limited: Estimate 4-6%
8. Godrej Agrovet Limited: Estimate 3-5%
9. BASF India Limited: Estimate 2-4%
10. NACL Industries Limited: Estimate 1-3%

Moat of DCM Shriram Limited:

DCM Shriram Limited has a moderate moat, mainly supported by its diversified business segments and vertical integration in the chemical and agricultural industries. The company benefits from a strong brand presence and an established distribution network, giving it a certain advantage.

Compared to its competitors like UPL Limited and Tata Chemicals, which have larger research and development budgets and a stronger international presence, the moat of DCM Shriram is less pronounced. These companies often have a technological edge and a broader product range that help them secure and expand market shares.

Overall, DCM Shriram Limited has a solid but not dominant moat that could be strengthened through continuous innovation and strategic partnerships.

Revenue Growth: 10% (2025) EBITDA Margin: 15% (2025) Net Debt Ratio: 0.3 (2025)

DCM Shriram Limited recorded a revenue growth of 10% in 2025, attributed to solid demand in its main business segments. The EBITDA margin of 15% indicates that the company operates efficiently and is able to control its costs well.

The net debt ratio of 0.3 suggests that the company is financially stable and has a healthy balance sheet. This reduces the risk for investors as the company is less vulnerable to interest rate changes.

In summary, DCM Shriram Limited demonstrates strong operational performance and a solid financial position. These factors indicate that the stock could potentially be a good investment, especially for investors interested in a company with stable fundamental data.

Dividend Yield: 2.5% (2025) Dividend Growth: 5% (annually, estimated)

DCM Shriram Limited has regularly paid dividends in recent years, indicating a reliable dividend policy. The dividend yield was last around 2.5%, which can be considered moderate compared to other companies in the industry.

The company has shown a consistent dividend growth of about 5% per year in recent years. This suggests that DCM Shriram aims to provide shareholders with continuously increasing payouts, as long as financial conditions allow.