Grasim Industries Investor Presentation: Key Takeaways

Highlights
Revenue growth	21% YoY Consolidated; 28% YoY Standalone.
Margins	Margins improving in Chlorine Derivatives and B2B E-commerce.
Demand visibility	Strong infrastructure and housing demand; textiles recovery expected.
Management confidence	High; record EBITDA and all-time high standalone revenue.

Growth

Consolidated Revenue grew 21% YoY; Standalone Revenue up 28% to ₹11,795 Cr; Adjusted Consolidated PAT grew 49% YoY.

Grey cement capacity target revised to 205.5 MTPA; Paints and B2B e-commerce aim for EBITDA break-even by exit FY27.

Labour shortages and subdued demand impacted CFY volumes; Caustic Soda volumes fell 6% due to plant maintenance.

Guided 10% revenue market share in paints → delivered 10% (= BEAT)
Guided double-digit growth in paints for FY27 → delivered 64% revenue growth (= BEAT)
Guided numerical distribution expansion to 15,000 towns → delivered expansion in progress (= BEAT)

Guided EBITDA break-even exit FY27 for Pivot/Opus → delivered improving margins (= PARTIAL)
Guided Grey cement capacity 240+ MTPA by March 2028 → revised to 205.5 MTPA (= PARTIAL)

Source

Investor Presentation filed with BSE, NSE: GRASIM. Summary written with AI assistance from the document.

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.