Dalmia Bharat Limited, one of India's leading cement manufacturers and the fourth-largest by installed capacity, has achieved its targeted production capacity of 49.5 million tonnes per annum (MTPA) for the financial year 2025. This milestone was reached with the commencement of commercial production of an additional 0.5 MTPA at its Rohtas Cement Works plant in Bihar, effective March 30, 2025. The company’s manufacturing footprint is spread across 10 states and 15 units, with a strong presence in eastern India, particularly in Bihar, Jharkhand, West Bengal, and Odisha. This expansion is expected to enhance Dalmia Bharat’s ability to meet the rising infrastructure demands in the region, including sectors such as roads, railways, and airports, while also generating employment opportunities and contributing to regional economic development. The company is recognized for its commitment to innovation, sustainability, and high-quality cement solutions, and it continues to invest in green initiatives such as renewable energy and low-carbon manufacturing. Dalmia Bharat’s cement division accounts for 97% of its total revenues, and the group is listed on both the BSE and NSE with promoters holding a 56% stake. The company’s operating efficiencies have improved due to a higher proportion of blended cement sales and increased use of green power, supporting profitability despite some year-on-year decline in OPBIDTA per tonne due to weak cement prices. However, profitability rebounded in the first quarter of FY2026, driven by a pickup in prices and healthy demand. Analysts expect Dalmia Bharat’s revenues to grow by 8-10% in FY2026, supported by volumetric growth, new capacity ramp-ups, and sustained demand from housing and infrastructure sectors. The company’s current capacity and ongoing expansion plans are considered sufficient to deliver a 7% volume CAGR, positioning it well for future growth. Dalmia Bharat remains dedicated to sustainable business practices, including being the first cement company globally to commit to RE100, EP100, and EV100, demonstrating leadership in the clean energy transition. Its diversified operations also include sugar, refractories, and power, but cement remains its core business. The company’s strong market presence, strategic expansion, and focus on sustainability are key factors underpinning its long-term growth prospects.
Why it matters:
- Dalmia Bharat’s expansion supports India’s infrastructure growth
- Commitment to sustainability sets industry benchmark
Key Points
- Achieved 49.5 MTPA production capacity in FY25
- Expansion boosts regional infrastructure and employment
- Strong focus on blended cement and green power improves profitability
- Expected 8-10% revenue growth in FY2026
- 7% volume CAGR supported by current and planned capacity
- Leader in sustainability with RE100, EP100, EV100 commitments
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Summary
Dalmia Bharat Limited, one of India's leading cement manufacturers and the fourth-largest by installed capacity, has achieved its targeted production capacity of 49.5 million tonnes per annum (MTPA) for the financial year 2025. This milestone was reached with the commencement of commercial production of an additional 0.5 MTPA at its Rohtas Cement Works plant in Bihar, effective March 30, 2025. The company’s manufacturing footprint is spread across 10 states and 15 units, with a strong presence in eastern India, particularly in Bihar, Jharkhand, West Bengal, and Odisha. This expansion is expected to enhance Dalmia Bharat’s ability to meet the rising infrastructure demands in the region, including sectors such as roads, railways, and airports, while also generating employment opportunities and contributing to regional economic development. The company is recognized for its commitment to innovation, sustainability, and high-quality cement solutions, and it continues to invest in green initiatives such as renewable energy and low-carbon manufacturing. Dalmia Bharat’s cement division accounts for 97% of its total revenues, and the group is listed on both the BSE and NSE with promoters holding a 56% stake. The company’s operating efficiencies have improved due to a higher proportion of blended cement sales and increased use of green power, supporting profitability despite some year-on-year decline in OPBIDTA per tonne due to weak cement prices. However, profitability rebounded in the first quarter of FY2026, driven by a pickup in prices and healthy demand. Analysts expect Dalmia Bharat’s revenues to grow by 8-10% in FY2026, supported by volumetric growth, new capacity ramp-ups, and sustained demand from housing and infrastructure sectors. The company’s current capacity and ongoing expansion plans are considered sufficient to deliver a 7% volume CAGR, positioning it well for future growth. Dalmia Bharat remains dedicated to sustainable business practices, including being the first cement company globally to commit to RE100, EP100, and EV100, demonstrating leadership in the clean energy transition. Its diversified operations also include sugar, refractories, and power, but cement remains its core business. The company’s strong market presence, strategic expansion, and focus on sustainability are key factors underpinning its long-term growth prospects.
Why It Matters
Dalmia Bharat’s expansion supports India’s infrastructure growth
Commitment to sustainability sets industry benchmark
Key Points
- Achieved 49.5 MTPA production capacity in FY25
- Expansion boosts regional infrastructure and employment
- Strong focus on blended cement and green power improves profitability
- Expected 8-10% revenue growth in FY2026
- 7% volume CAGR supported by current and planned capacity
- Leader in sustainability with RE100, EP100, EV100 commitments
Source: www.ndtvprofit.com
Original Publish Date: 27/11/2025
Entities: Dalmia Bharat Limited, Rohtas Cement Works, ICRA, BSE, NSE
