Dalmia Bharat schedules Mumbai investor meetings for Aug 14 and 17

Dalmia Bharat management will engage with analysts and institutional investors through a series of physical meetings in Mumbai during mid-August 2026. The company disclosed the schedule on August 5, 2026, confirming participation in two major industry conferences where executives will hold both one-on-one and group discussions.

The engagements are part of the company’s routine investor relations activities under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. These interactions provide market participants an opportunity to discuss operational updates and strategic directions directly with leadership, although the firm explicitly stated that no Unpublished Price Sensitive Information (UPSI) will be disseminated during these sessions.

Meeting Schedule

The management team is slated to appear at two distinct events hosted by prominent financial institutions. Both conferences will take place in Mumbai, allowing for face-to-face interaction with domestic and international stakeholders.

Date	Event	Mode	Location	Type
August 14, 2026	Equirus Annual India Conference	Physical	Mumbai	One-on-one & Group
August 17, 2026	Motilal Oswal 22nd Annual Global Investor Conference	Physical	Mumbai	One-on-one & Group

Company Secretary Rajeev Kumar signed the disclosure, noting that the dates remain subject to change due to potential exigencies on the part of the organizers or the company’s representatives. Investors are advised to monitor official communications for any last-minute alterations to the itinerary.

Regulatory Compliance

The disclosure underscores Dalmia Bharat’s adherence to regulatory transparency norms. By pre-announcing these meetings, the company ensures equal access to information for all market participants, mitigating risks associated with selective disclosure. The explicit exclusion of UPSI reinforces the informational nature of these gatherings, focusing instead on publicly available data and general business outlooks.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+0.19%	+0.85%	+4.60%	-14.12%	-19.06%	-4.17%

Dalmia Bharat Limited has expanded its footprint through its wholly owned material subsidiary, Dalmia Cement (Bharat) Limited, which was identified as the successful resolution applicant for Bhilai Jaypee Cement Limited. The Committee of Creditors of Bhilai Jaypee Cement Limited approved the resolution plan submitted by Dalmia Cement (Bharat) Limited under the Corporate Insolvency Resolution Process of the Insolvency and Bankruptcy Code, 2016. On July 28, 2026, Dalmia Cement (Bharat) Limited received a Letter of Intent from the Resolution Professional, marking a significant step in securing additional cement manufacturing capacity. The filing was made pursuant to Regulation 30 of the SEBI (LODR) Regulations 2015, notifying stock exchanges of the material development in the insolvency process.

The transaction is subject to the approval of the resolution plan by the National Company Law Tribunal, Cuttack, along with other regulatory authorities. This procedural requirement ensures that the transfer of assets and liabilities complies with legal standards before the finalization of the deal.

Asset Overview

The acquired assets include operational units located in Chhattisgarh and Madhya Pradesh, enhancing the company's production capabilities in central India. The specific capacities are detailed below:

Asset Description:	Location	Capacity
Grinding Unit	Bhilai, Chhattisgarh	2.2 MnTPA
Clinker Unit	Babupur, Madhya Pradesh	1.1 Mn TPA

These facilities will integrate into the existing portfolio of Dalmia Cement (Bharat) Limited, strengthening its market presence in the region. The grinding unit in Bhilai contributes to finished cement production, while the clinker unit in Babupur supports raw material processing essential for cement manufacturing. Together, the two facilities represent a combined capacity addition of 3.3 million tonnes per annum to the subsidiary's operational scale.

Strategic Implications

The identification as the successful resolution applicant allows Dalmia Cement (Bharat) Limited to proceed with the restructuring of Bhilai Jaypee Cement Limited. This move aligns with broader industry trends where larger players acquire distressed assets to expand capacity at potentially lower valuations compared to greenfield projects. The next critical milestone is the approval by the National Company Law Tribunal, Cuttack, without which the transaction remains contingent on regulatory clearance. The successful completion of this process would solidify Dalmia Bharat Limited's position in the Indian cement sector through its subsidiary structure.