ALFA Finder| Margins | Realization impacted by lower non-trade prices; fuel costs at INR 1.47. |
|---|---|
| Demand visibility | Positive, expecting a surge in Q4; focusing on B2C segment. |
| Management confidence | High on trade-focused strategy and premiumization despite market fluctuations. |
Growth
Premium volumes grew 15% and trade sales grew 8%. Management guided for 3% to 4% overall volume growth.
Outlook
Total capacity target of 27.6 MT by FY29 with major capex of INR 4,750 crores including GST.
Risks
Intense competition in non-trade segments, pricing depression in Central India, and high fuel costs.
Last quarter's promises, checked
Delivered
- Guided ~4% volume growth → delivered 4% (= BEAT)
- Guided blended cement ~88% → delivered 88% (= BEAT)
- Guided trade segment ~77% → delivered 77% (= BEAT)
Partly delivered
- Guided Mukutban volume 27.7L tons → delivered 27.7L tons (= PARTIAL)
Missed
- Guided lead distance 337km → delivered 337km (= MISS)
Earnings Call Transcript filed with BSE, NSE: BIRLACORPN. Summary written with AI assistance from the document.
Birla Corporation Ltd: key numbers
- Share price
- ₹846.65
- Market cap
- ₹6,520 Cr
- Revenue (annual)
- ₹9,656 Cr
- Net profit (annual)
- ₹557.6 Cr
- P/E (TTM)
- 13.0×Sector 33.5×
- Promoter holding
- 62.90%+0.00% QoQ
- FII holding
- 5.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Birla Corporation Ltd
All →Birla Corporation Other Announcement
Birla Corporation disclosed that its RTA, KFin Technologies, is relocating its corporate office effective 1 December 2026. Stakeholders should update correspondence addresses; the registered office is unchanged.
Birla Corporation Earnings Call Transcript: Key Takeaways
Management reports a modest and subdued quarter due to high fuel prices and depressed pricing in central India.
Birla Corporation Debt & Borrowing: ₹250 Cr
Birla Corporation board approved enabling resolution for issuing up to Rs.250 Crore of listed secured/unsecured NCDs on private placement. Funds will be raised through debt within overall borrowing limits.
- Value
- ₹250.0 Cr
- Execution
- As may be decided by the Authorised Person (tenure not fixed)
Birla Corporation Results Update
Birla Corporation reported September quarter consolidated revenue of ₹2,441 Cr, up 9.3% YoY, but net profit fell 58.9% to ₹37 Cr. The release cites weak cement prices, higher input costs and rainfall disruption.
Birla Corporation Q2 FY27 Results: Net Profit ₹37.5 Cr, Down 58.6% YoY
Birla Corporation Ltd reported revenue from operations of ₹2,415 Cr (+9.5% YoY) and net profit of ₹37.5 Cr (-58.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹37.5 Cr · -58.6% YoY
Birla Corporation Board Meeting Date
Birla Corporation's board meeting is scheduled for 31 October 2026 to review Q1/H1 results and consider NCD private placement. No monetary values disclosed in this advance notice.