BirlaNu Limited has informed the Exchange about Investor Presentation
BIRLANU · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
BirlaNu Limited shared its Q4 and FY25 investor presentation. FY25 consolidated revenue grew 7% YoY to INR 3,615 Cr, but profitability declined sharply with EBITDA falling to INR 88 Cr (from INR 154 Cr) and the company slipping into a PAT loss of INR 33 Cr. Management cited weak demand and price declines of 2-5% across categories (10%+ for pipes due to PVC resin price crash) as margin pressures. Q4 showed recovery with 9% revenue growth and 14% improvement in profitability. Pipes segment delivered strong 76% volume growth, while Construction Chemicals grew 23%. The company doubled its AAC block capacity in Chennai, announced a new greenfield OPVC Pipes facility, and launched Parador in India.
The presentation highlights a challenging FY25 with significant margin compression and bottom-line loss despite revenue growth, but Q4 signals early improvement from strategic cost actions. Shareholders should note the heavy capex commitments (new OPVC plant, capacity expansion) and ongoing margin headwinds in core segments, balanced by strong growth in Pipes and Construction Chemicals.