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Earnings Call

BirlaNu Earnings Call: Key Takeaways

BirlaNu (formerly HIL) delivered a landmark year with Q4 FY26 standalone revenue growing 8% YoY and EBITDA increasing 39% for the full year.

Why this was an Alfa AlertNot a filter event. Results and guidance show steady progress rather than a material beat (5%+) over management's own prior guidance.
Highlights
Revenue growthFY26 Consolidated: ₹3,730cr up 3%; Q4 Consolidated: ₹1,010cr up 9% YoY.
MarginsStandalone margins expanded 380bps; target is to reach double-digit portfolio mix.
Order bookDeferred orders in Europe/Parador remain in book; focus on sales acceleration.
Demand visibilityPositive momentum in Rural/Roofing; Pipes witnessing 'green shoots' from government spending.
Management confidenceHigh; team restructured and growth engines like Construction Chemicals yielding results.

Growth

Consolidated FY26 revenue at ₹3,730cr (+3% YoY). Q4 standalone EBITDA margins expanded 380bps YoY to reach ₹146cr for FY26.

Outlook

Commissioned Patna OPVC facility; Nellore boards plant on track. Focusing on sales acceleration and double-digit EBITDA margin aspirations.

Risks

Challenges include Middle East conflict volatility, European demand weakness for Parador, and volatile PVC resin prices impacting Pipes.

Source

Earnings Call filed with BSE, NSE: BIRLANU. Summary written with AI assistance from the document.

Read the document ↗

BirlaNu Ltd: key numbers

Share price
₹1,438.80
Market cap
₹1,085 Cr
Revenue (annual)
₹3,730 Cr
Net profit (annual)
₹-119.6 Cr
P/E (TTM)
-10.0×Sector 33.0×
Promoter holding
40.57%+0.00% QoQ
FII holding
2.74%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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