Stockrabit · Analysts
Questions across 1 call

Ahmed Madha

Unif i Capital

DCM Shriram Limited

DCM Shriram Limited CC-Mar25.pdf · 2025-05-08
Sir, good afternoon. As you know, we have been long -term investors. And specifically, my question is about the announcement you have made in March to evaluate reorganizing of the businesses into agri, building materials and the chemical businesses, so it seems like a brilliant thing to do and we would like to congratulate you on the direction you are going. For us, it is still unclear. So if you can help subject of course to approvals that you all will seek, how is management thinking about people, capital, technology, what is the purpose of this? I know the purpose it says shareholder value creation. I was saying that the shareholder value creation objective has to be achieved through management action. So we would like to understand the actions that you have in mind in relation to people, technology, capital , go to market. How will separation of these businesses empower these businesses to compete better and make a meaningful impact and then eventually achieve shareholder returns?
So the Agri businesses will contain seeds, farm solutions and fertilizer is our understanding correct?