| Revenue growth | Consolidated revenue grew at 18% CAGR over FY21-FY26. |
|---|---|
| Margins | Input cost inflation of 20-25% impacting COGS in paint segment. |
| Demand visibility | Strong demand for Birla Opus paints and B2B e-commerce materials. |
| Management confidence | Balanced, though slightly aspirational regarding long-term paint profitability. |
Growth
Paint revenue grew 52% YoY; B2B e-commerce revenue doubled. Consolidated CAGR is 18% over the FY21-FY26 period.
Outlook
Targeting ₹10,000 crore Paint revenue by year three. UltraTech cement capacity hitting 240+ MTPA by March 2028.
Risks
Paint profitability is a distant target; significant input cost inflation of 20-25% from crude oil derivatives threatens margins.
Earnings Call filed with BSE, NSE: GRASIM. Summary written with AI assistance from 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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