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Earnings Call

Grasim Industries Earnings Call: Key Takeaways

Grasim reported record Q4FY26 consolidated revenue of ₹51,101 Cr (up 15% YoY) and EBITDA of ₹8,011 Cr (up 22% YoY), driven by growth in Cellulosic Fibres and Cement.

Why this was an Alfa AlertNot a filter event. Results reported as record-breaking but no specific beat against prior management guidance ranges provided.
Highlights
Revenue growth15% YoY Q4; 18% YoY FY26
MarginsEBITDA margins improved across business segments
Demand visibilityStrong domestic demand in Cement and CSF
Management confidenceHigh; citing scale and efficiency gains

Growth

FY26 Consolidated Revenue up 18% to ₹1,75,431 Cr; EBITDA up 29% to ₹25,872 Cr; PAT at ₹5,203 Cr.

Outlook

UltraTech capacity to reach 240+ MTPA by Mar-28; Lyocell phase 1 (55 KTPA) commissioning targeted by mid-2027.

Risks

Input price volatility (ECH in Chemicals), low-priced imports affecting CFY, and competitive decorative paints environment.

Source

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

Read the document ↗

Grasim Industries Ltd: key numbers

Share price
₹3,191.00
Market cap
₹2,17,154 Cr
Revenue (annual)
₹1,75,431 Cr
Net profit (annual)
₹4,966 Cr
P/E (TTM)
38.1×Sector 33.0×
Promoter holding
43.74%+0.00% QoQ
FII holding
14.63%Current quarter

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

More from Grasim Industries Ltd

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15:54 IST BSE
Debt & Borrowing

Grasim Industries Debt & Borrowing: ₹750 Cr

Grasim Industries Limited has made a full repayment of Rs. 750 Crore for commercial papers. The redemption follows the maturity of 15,000 units on September 24, 2026.

Value
₹750.0 Cr
15:26 IST NSE
Capital Structure Change

Grasim Industries Capital Structure Change

Grasim's subsidiary Aditya Birla Renewables allotted 23.15 crore shares at ₹10.15 to Grasim via private placement. The ₹235 Crore deal infuses capital into the renewable energy subsidiary.

Value
₹235.0 Cr
14:46 IST NSE
Business Update

Grasim Industries Business Update

Grasim's 45%-stake Canadian pulp JV AVNB will temporarily idle its 190K TPA Nackawic facility by October 2026 due to prevailing market conditions.

dissolving-grade pulp capacity (temporarily idled)
190 K TPA
16:33 IST BSE
Debt & Borrowing

Grasim Industries Debt & Borrowing: ₹500 Cr

Grasim Industries has successfully completed the full repayment of Commercial Papers amounting to ₹500 Crore. This redemption clears the outstanding debt for this specific issuance.

Value
₹500.0 Cr
16:46 IST NSE
Legal & Regulatory

Grasim Industries Legal & Regulatory

Grasim Industries disclosed a search by Customs authorities at its Cellulosic Staple Fiber unit in Nagda. The company reported no material financial or operational impact.

14:58 IST BSE
Debt & Borrowing

Grasim Industries Debt & Borrowing: ₹800 Cr

Grasim Industries repaid ₹800 Crore of Commercial Papers (ISIN: INE047A14AZ3) at maturity on 11 September 2026. Outstanding CP balance is now Nil.

Value
₹800.0 Cr