BIRLANUNSEBirlaNu LimitedMediumNeutral
Announced Tue, 20 May · 11:29 IST

BirlaNu Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

BIRLANU · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

BirlaNu Limited (formerly HIL Limited) shared a revised investor presentation for Q4 and FY25, with changes limited to cosmetic updates only. Consolidated FY25 revenue grew 7% to INR 3,615 Cr, but EBITDA fell 43% to INR 88 Cr and the company slipped into a loss at the PAT level (INR -33 Cr vs INR 35 Cr last year). Pipes was the standout growth segment with 76% volume and 57% revenue growth, while Construction Chemicals grew 23% and crossed the INR 100 Cr annual run-rate mark. Q4 showed signs of recovery with 9% revenue growth and 14% EBITDA improvement. The company cited price declines of 2-5% across most categories and over 10% in Pipes (due to PVC resin price collapse) as the main drag on margins.

Likely market impact

The presentation highlights a tough FY25 with revenue growth but heavy margin compression and bottom-line losses, mainly from PVC price volatility and weak demand. Q4's improvement and strong Pipes/CC growth suggest a possible recovery trajectory, though the Poly mer and Flooring segments remain loss-making, which may concern short-term investors while long-term capacity and product investments could support future growth.