| Management target | Revenue 50.0% FY27 |
|---|
| Revenue growth | 21% YoY consolidated revenue growth; Standalone revenue grew faster at 28%. |
|---|---|
| Margins | Paints losses halved QoQ; core chemicals and VSF margins remain volatile. |
| Order book | B2B e-commerce platform Birla Pivot sees robust repeat purchase behavior. |
| Demand visibility | Strong domestic infrastructure and housing demand offset subdued global textile markets. |
| Management confidence | Extremely high, emphasizing aggressive market share gains in decorative paints. |
Growth
Growth is largely inorganic and incubation-led; Standalone revenue up 28% while Paints reached a 10,000Cr annualized run rate.
Outlook
Management guides for Paint EBITDA break-even by exit of FY27 and a 10,000Cr revenue target by FY28.
Risks
Paint segment absorbed a significant 8.8% raw material cost shock; volatility in global caustic soda and VSF prices persists.
Earnings Call Transcript 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.
More from Grasim Industries Ltd
All →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
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
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
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
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.
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