ALFA Finder| Revenue growth | Consolidated +26% YoY; standalone +33% YoY |
|---|---|
| Margins | Cement EBITDA ₹974/t; Chemicals EBITDA −11%; B2B gross margins improving |
| Demand visibility | Cement volume +12.9%; paints institutional sales +59% |
| Management confidence | Confident on paints RMS and B2B break-even |
Growth
Cellulosic revenue +29%, Paints +35%, B2B +66%, Financial Services +32%; Chemicals EBITDA −11%, cement EBITDA +17%.
Outlook
B2B targets ₹120 bn FY27 revenue and break-even in H2FY27; paints double-digit RMS in H2FY27; cement 242.9 MTPA by Mar 2028.
Risks
Sulphur and power cost inflation, Chinese CFY imports, Middle East crisis, rupee depreciation, paints competition; ₹767 Cr consolidated exceptional impairment.
Investor Presentation 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 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
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.