ALFA Finder| 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.
Outlook
Grey cement capacity target revised to 205.5 MTPA; Paints and B2B e-commerce aim for EBITDA break-even by exit FY27.
Risks
Labour shortages and subdued demand impacted CFY volumes; Caustic Soda volumes fell 6% due to plant maintenance.
Last quarter's promises, checked
Delivered
- 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)
Partly delivered
- 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)
Missed
- Guided caustic soda volume growth → delivered 6% volume decline (= MISS)
Investor Presentation filed with BSE, NSE: GRASIM. Summary written with AI assistance from the document.
Grasim Industries Ltd: key numbers
- Share price
- ₹3,156.70
- Market cap
- ₹2,14,820 Cr
- Revenue (annual)
- ₹1,75,431 Cr
- Net profit (annual)
- ₹4,966 Cr
- P/E (TTM)
- 37.7×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 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
Grasim Industries Partnership
Grasim Industries, Aditya Birla Renewables, and Suzlon Energy signed a Memorandum of Understanding to develop India's first recyclable wind turbine blades. The partnership utilizes Grasim's Recyclamine technology.
Grasim Industries Regulatory Approval
CCI approved subsidiary ABReN's acquisition of 100% of Solenergi Power from Shell Overseas. The approval clears a regulatory condition for the deal announced on 13 July 2026.
Grasim Industries Board Meeting Date
Grasim Industries scheduled its Board meeting for 13 Nov 2026 to approve Q2 and H1 unaudited financial results. Trading window remains closed until 15 Nov 2026.
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.