ALFA Finder| 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
- ₹3,119.60
- Market cap
- ₹2,12,295 Cr
- Revenue (annual)
- ₹1,75,431 Cr
- Net profit (annual)
- ₹4,966 Cr
- P/E (TTM)
- 37.3×Sector 33.5×
- Promoter holding
- 45.20%+1.46% QoQ
- FII holding
- 14.50%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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- Value
- ₹750.0 Cr
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Grasim Industries Debt & Borrowing: ₹750 Cr
Grasim Industries repaid ₹750 Crore of Commercial Paper (ISIN INE047A14BE6) at maturity on 26 Oct 2026. Outstanding CP amount is now Nil.
- Value
- ₹750.0 Cr
Grasim Industries Legal & Regulatory
Grasim replied to exchange queries on a news item. The Bombay HC quashed the Rs 329 crore reassessment notice, with no demand or financial impact.