| Management target | Revenue 100.0% FY30 |
|---|
| Revenue growth | India revenue up 17.3% YoY; Consolidated revenue up 9.2% YoY. |
|---|---|
| Margins | India EBITDA margins expanded 400bps to 6.8%; Parador margins under pressure. |
| Demand visibility | Strong India housing demand; European flooring demand remains sluggish. |
| Management confidence | Balanced: Bullish on India core segments, cautious but active on Parador turnaround. |
Growth
India revenue grew 17% YoY to ₹588 Cr. EBITDA rose 3.3x to ₹40 Cr, driven by product mix shifts.
Outlook
Targets 20-25% green energy mix by FY29. New boards plant commercial production begins Q4 FY27.
Risks
Parador's persistent losses led to a ₹90 Cr additional impairment. Geopolitical uncertainty and inflation in raw materials pose near-term risks.
Last quarter's promises, checked
Delivered
- Pipes 'moderate growth' in seasonally weak Q2 → +20% YoY, 15% price/mix-led (= BEAT)
Partly delivered
- Parador order book +10% YoY, strong H2 recovery → European demand sluggish, no recovery evident (= PARTIAL)
Missed
- Parador to 'more than break even' in FY27 → ₹90 Cr additional impairment, persistent losses (= MISS)
- Gross borrowings ₹758 Cr (Jun-26), to reduce progressively → total debt ₹896 Cr (= MISS; definitions may differ)
- Parador Q1 EBITDA loss ₹13 Cr to normalise in H2 → Parador margins still under pressure (= MISS)
Earnings Call Transcript filed with NSE, NSE: BIRLANU. Summary written with AI assistance from the document.
BirlaNu Ltd: key numbers
- Share price
- ₹1,194.60
- Market cap
- ₹900.8 Cr
- Revenue (annual)
- ₹3,730 Cr
- Net profit (annual)
- ₹-119.6 Cr
- P/E (TTM)
- -7.3×Sector 32.7×
- 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 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
BirlaNu Board Meeting Date
BirlaNu Ltd scheduled a Board meeting for November 2, 2026 to approve Q1 and H1 FY27 results. The trading window for designated persons remains closed until November 4, 2026.