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FOR DALMIA BHARAT LIMITED · 2026
Dalmia pledged 100% fossil-free thermal by 2035 and carbon-negative by 2040 — the only Indian cement major to make either commitment. You're at 15% TSR today. RDF tops out at the calciner. Plastic pyrolysis oil is the molecule that reaches the main burner — where 60%+ of your thermal load still burns petcoke. ₹39/L fixed, drops into the same liquid-fuel tankage Dalmiapuram already operates. No CapEx. One LOI.
Dalmia is the only Indian cement major to commit to 100% fossil-free fuel by 2035, carbon-negative by 2040, and 23.5 MTPA of clinker decarbonised end-to-end. All three commitments hit a ceiling at the same place — the main burner, where petcoke still rules. RDF can't get there. Pyrolysis oil can.
A pledge Dalmia made at the UN Climate Ambition Summit and reaffirmed every year since. SBTi committed. RE100, EP100, EV100 — first cement company in the world for all three. The brand is the bet.
RDF at the calciner is your current AFR engine. Industry physics says it tops out at ~40% TSR before chloride buildup forces a kiln cleanout cycle. The other 60% of your thermal load — the main burner — is still 60%+ petcoke.
The industry response is another ₹80–120 Cr RDF feeder per plant. Necessary — but capped by calciner chemistry. Nine integrated plants × ₹100 Cr each = ₹900 Cr that still doesn't touch petcoke. And FY35 is ten budget cycles away.
“To be a leader, we needed to see climate risk as a business opportunity.”
— Leadership, Dalmia Cement (Global Cement profile)
“1,473 tonnes of plastic waste from Tiruchi City Corporation, co-processed at Dalmiapuram.”
— Dalmia Cement, public disclosure, 2024 (Cemnet coverage)
You already co-process plastic at Dalmiapuram. You already burn RDF at every integrated plant. You already issue EPR certificates under PWM Rules 2026. We bring you the next molecule on the same shelf — the liquid form at 42 MJ/kg, 0.02% sulphur, ready for the main burner where petcoke still owns 60%+ of your heat. One liquid. Three commitments closer.
We didn't model your business. We read it. The 49.5 MTPA you built, the 526 kg CO₂/t you achieved, the 100% pledge you signed — all live inside numbers Dalmia has already published.
Sources: Dalmia Bharat Integrated Annual Report FY24-25 · TERI Climate Actions leaflet · CDP disclosures · Dalmia Cement press releases
A pyrolysis-oil vendor sells you litres at ₹40. We sell you the one molecule that reaches your main burner — atomised liquid hydrocarbon, 42 MJ/kg, 0.02% sulphur, EPR-credit-bearing, CPCB-documented per consignment. Sourcing risk, plastic-waste contracting, spec QA and EPR manifests all sit on our balance sheet, not yours.
Solid AFR and pyrolysis oil are not substitutes — they're sequential. RDF clears the calciner. Pyrolysis oil clears the main burner. To hit Dalmia's 2035 commitment, both have to happen. Only one of them is being neglected today.
Our Pyoil
Other RDF lines
The first 500-tonne tanker doesn't need a new feed system. It drops into the same liquid-fuel tankage that handled HFO for kiln startup, and the EPR manifest writes itself against the Tiruchi plastic stream you already co-process. First win in 90 days. Scale to fleet in 3 years.
We're not asking for capital, kiln modifications, or a multi-year framework. We're asking Dalmia to sign a Letter of Intent — ramped up to 120,000 t/yr by FY30 across Dalmiapuram, Belgaum and Pune. Petcoke share goes down. TSR climbs. EPR certificates pile up. All on the same delivery note.
If a tanker is off-spec — we eat the load.
Send draft LOI
The LOI is -binding. The upside is named — and different — for every decision-maker on Dalmia's side of the table.
Dalmia is the only Indian cement company to pledge 100% fossil-free by 2035. RDF gets you to 40%; pyrolysis oil gets you to the other 60%. The LOI locks Dalmia's claim on the finite Tamil Nadu / Karnataka / Maharashtra plastic catchment — ahead of UltraTech, Ambuja, JSW. A narrative built around Dalmia's own annual report. RE100. EP100. EV100. AFR100.
OpEx-only supply at ₹40/kg fixed. Rupee-denominated, FX-hedged against the petcoke import bill. EPR-fee income on every consignment. Sourcing, plastic-waste contracting, CPCB documentation and spec QA sit on our balance sheet, not yours. The cheapest decarbonisation lever in your P&L.
Plastic pyrolysis oil is the only molecule that reaches your main burner — the 60% of thermal load RDF will never touch. EPR-credit-bearing under PWM Rules 2026. Audit-ready CPCB manifest with every consignment, citing your own FY25 IAR as the start of the story. Carbon-negative 2040 stops being a slogan; it becomes a delivery schedule.
