| 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
- ₹850.30
- Market cap
- ₹6,548 Cr
- Revenue (annual)
- ₹9,656 Cr
- Net profit (annual)
- ₹557.6 Cr
- P/E (TTM)
- 11.8×Sector 33.0×
- Promoter holding
- 62.90%+0.00% QoQ
- FII holding
- 6.13%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 Legal & Regulatory
Birla Corporation's subsidiary, RCCPL Private Limited, received a GST Show Cause Notice demanding Rs.15.03 Crore. The company considers the notice meritless and plans to contest it.
- Value
- ₹15.03 Cr
Birla Corporation Debt & Borrowing: ₹50 Cr
Birla Corporation issued 90-day Commercial Paper of ₹50 Crore, to be listed on BSE. The CP offers 6.50% p.a. discount, maturing 14 December 2026.
- Value
- ₹50.00 Cr
- Execution
- 90 days
Birla Corporation Debt & Borrowing: ₹20 Cr
Birla Corporation has completed the full redemption of its debentures on the maturity date of September 14, 2026. The outstanding amount for this issue is now zero.
- Value
- ₹20.00 Cr
Birla Corporation Debt & Borrowing: ₹1.86 Cr
Birla Corporation Ltd confirmed the interest payment on its debentures. The company paid ₹1.86 Crore on the due date of September 14, 2026.
- Value
- ₹1.86 Cr
Birla Corporation Debt & Borrowing: ₹21.86 Cr
Birla Corporation redeemed 500 Series-VII NCDs on maturity, paying a total of ₹21.86 Crore (principal and interest). This settles the outstanding Series-VII debenture liability.
- Value
- ₹21.86 Cr
Birla Corporation Management Change
Birla Corporation's CMO, Shri Kalidas Pramanik, will superannuate effective September 9, 2026. Shri Tamal Kumar Pal is designated as the new President - National Sales Head.