ALFA Finder| 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
- ₹3,034.00
- Market cap
- ₹2,06,470 Cr
- Revenue (annual)
- ₹1,75,431 Cr
- Net profit (annual)
- ₹4,966 Cr
- P/E (TTM)
- 42.1×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
All →Grasim Industries Earnings Call Transcript: Key Takeaways
Consolidated revenue rose 26% to a record ₹15,105 Cr, but adjusted PAT fell 10% after a ₹767 Cr NACVI pulp charge. Paints grew 35% on volume, yet market share was not gained.
- Call
- Guides 50% growth
Grasim Industries Other Announcement
CARE Ratings confirms no deviation in utilisation of Grasim's rights issue proceeds for Q2 FY27. Periodic Reg 32(6) compliance filing with no new transaction.
Grasim Industries Investor Presentation: Key Takeaways
Consolidated revenue ₹50,105 Cr (+26% YoY), EBITDA ₹6,513 Cr (+25%), adjusted PAT ₹536 Cr (vs ₹595 Cr). Growth led by cellulosic fibres, paints, B2B and financial services.
Grasim Industries Results Update
Grasim posted record standalone revenue of ₹12,747 Cr and PAT of ₹2,306 Cr in Q2FY27. Consolidated PAT swung to a ₹234 Cr loss on pulp JV impairment.
Grasim Industries Q2 FY27 Results: Net Profit ₹1,029 Cr, Down 34.7% YoY
Grasim Industries Ltd reported revenue from operations of ₹50,105 Cr (+25.6% YoY) and net profit of ₹1,029 Cr (-34.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,029 Cr · -34.7% YoY
Grasim Industries Debt & Borrowing: ₹750 Cr
Grasim Industries fully repaid ₹750 Crore of commercial paper (ISIN INE047A14BF3) at maturity on 4 November 2026. The outstanding amount is now nil.
- Value
- ₹750.0 Cr