Dynamic Cables Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Dynamic Cables reported its highest-ever first quarter revenue in Q1 FY27, with revenue growing 33% year-on-year and EBITDA rising 41% to Rs 38 crore. Management attributed much of the growth to higher aluminium prices rather than volume, with volume growth of only 5-6% during the quarter. The company also announced its first entry into the US export market and reported an order book of Rs 811 crore as of June 30, 2026.
Dynamic Cables reported revenue growth of 17% for FY26 with operating profit up 23% to Rs 130 crore and PAT up 30% to Rs 84 crore, while Q4 revenue growth slowed due to a high base, discontinuation of low-margin conductor and railway cable products, and order deferrals linked to a sharp rise in aluminium and PVC prices in March. Management said the new greenfield capacity, delayed by regulatory approvals, import machinery disruptions linked to the Iran war, and AERB compliance requirements, is now expected to begin trial production in a few months and go live by September 2026. The company also disclosed a technology tie-up with TS Conductor Corp to enter the high voltage conductor market and discussed renewed US export plans following a reduction in tariffs.