| 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
- ₹1,438.80
- 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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- Key figure
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- Key figure
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