ALFA Finder| Margins | Focus on manufacturing excellence across 33 global facilities. |
|---|---|
| Demand visibility | Targeting construction sector via 30,000+ retail touchpoints globally. |
| Management confidence | High regarding rebranding and digital/AI transformation. |
Growth
Financial results overview omitted in provided slides; document focuses on strategic rebranding and historical milestones since 1946.
Outlook
Executing greenfield board plant in AP; targets 2000+ plumbers/painters via skill development programs starting Q2 FY27.
Risks
No explicit financial or operational risks mentioned in the introductory corporate profile slides.
Last quarter's promises, checked
Delivered
- Commissioning of OPVC facility in Patna → Delivered (= BEAT)
- Crossing Rs. 100 crore revenue milestone in Construction Chemicals → Delivered Rs. 117 crore (= BEAT)
- EBITDA improvement of 150-200 bps from BCG project → Delivered 380 bps expansion (= BEAT)
Partly delivered
- Debt reduction → Reduced from Rs. 929 crore in Dec to Rs. 851 crore, but still above Rs. 709 crore start-of-year level (= PARTIAL)
Missed
- Parador turnaround to profitability in FY26 → Reported Rs. 35 crore operating loss (= MISS)
- Pipes revenue growth → Delivered 8% decline for full year (= MISS)
Investor Presentation filed with NSE, NSE: BIRLANU. Summary written with AI assistance from the document.
BirlaNu Ltd: key numbers
- Share price
- ₹1,225.00
- Market cap
- ₹923.8 Cr
- Revenue (annual)
- ₹3,730 Cr
- Net profit (annual)
- ₹-119.6 Cr
- P/E (TTM)
- -7.5×Sector 33.5×
- Promoter holding
- 40.57%+0.00% QoQ
- FII holding
- 2.95%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from BirlaNu Ltd
All →BirlaNu Earnings Call Transcript: Key Takeaways
India business thrives with double-digit growth and margin expansion, while the Parador (Europe) segment remains a significant drag due to weak regional demand.
- Call
- Guides 100% growth
BirlaNu Debt & Borrowing: ₹36.75 Cr
BirlaNu lent EUR 3.5 million (Rs 36.75 Crore) to its wholly owned subsidiary at 8% interest. The arm's-length related-party loan carries a six-year maximum tenor.
- Value
- ₹36.75 Cr
- Execution
- Maximum 6 years from Effective Date
BirlaNu Investor Presentation: Key Takeaways
Q2/H1 FY27 investor deck, but the provided slides omit the results section. No revenue, PAT or EBITDA figures appear; content is brand, ESG and corporate overview.
BirlaNu Results Update
BirlaNu reported Q2 FY27 consolidated revenue growth of 9.2% to ₹884.5 crore, with India EBITDA rising 3.3x. Parador revenue fell 4.4% amid weak European markets.
BirlaNu Merger & Restructuring Worth ₹0.15 Cr
BirlaNu's board approved subscribing to 1,50,000 shares of a proposed wholly-owned digital platform subsidiary at Rs.10 each. The cash consideration is Rs.0.15 Crore, with the entity yet to be incorporated.
- Value
- ₹0.15 Cr
BirlaNu Q2 FY27 Results: Net Loss of ₹57.4 Cr, Loss Widens
BirlaNu Ltd reported revenue from operations of ₹884.5 Cr (+9.2% YoY) and a net loss of ₹57.4 Cr for Q2 FY27.
- Key figure
- Net loss ₹57.4 Cr