| Revenue growth | Consolidated FY26 revenue at ₹1,75,431 Cr; Standalone at ₹41,039 Cr. |
|---|---|
| Margins | EBITDA per ton at ₹1,253 for UltraTech; Paints seeing losses. |
| Order book | Big order backlog mentioned for the Insulator division. |
| Demand visibility | Uncertain medium-term demand due to price hikes and elasticity tests. |
| Management confidence | High; aiming for No. 2 position in Indian decorative paints. |
Growth
Standalone revenue reached ₹41,039 Cr (27% CAGR FY21-26). Cellulosic fiber Q4 revenue grew 14% YoY; Paints top-line doubled in FY26.
Outlook
Targeting ₹10,000 Cr revenue in Paints by year 3 of full operations; UltraTech capacity target of 240+ MTPA by March 2028.
Risks
High inflation in paint raw materials (linked to crude); volatile geopolitical environment; currency depreciation impacting COGS by 20-25%.
Earnings Call filed with NSE, 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.
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