ALFA Finder| Management target | Revenue 100.0% 4 years |
|---|
| Revenue growth | 11.6% YoY growth driven by Rooves and Walls segments. |
|---|---|
| Margins | EBITDA margins expanded significantly; pipes expanded by 660 bps. |
| Order book | Parador order book up over 10% YoY. |
| Demand visibility | Strong rural buoyancy; recovery expected in Parador during H2. |
| Management confidence | Confident, highlighting beating internal targets for two consecutive quarters. |
Growth
Revenue grew 11.6% to ₹1174 Cr; EBITDA surged 35% driven by 660 bps expansion in pipes.
Outlook
Targeting ₹140 Cr revenue from new Hyderabad plant; Parador expected to exceed break-even this FY.
Risks
High debt-equity ratio (0.68x) and volatility in PVC resin prices impact demand predictability.
Last quarter's promises, checked
Delivered
- BCG savings FY27 → EBITDA surged 35% with 660 bps pipe expansion (= BEAT)
- Debt reduction focus → ₹100 Cr debt reduction in Q1 (= BEAT)
- Nellore plant on track → New plant launched/operational (= BEAT)
Partly delivered
- Parador FY27 recovery → Order book +10% but still targeting break-even (= PARTIAL)
Missed
- Pipes recovery FY27 → Pipes volume fell 27% (= MISS)
Earnings Call Transcript filed with BSE, 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