BirlaNu Limited has informed the Exchange about Transcript
BIRLANU · price
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BirlaNu reported FY26 consolidated revenue of Rs. 3,730 crores with 3% growth. Standalone Q4 revenue grew 8% YoY to Rs. 625 crores, with EBITDA margins expanding by 380 basis points driven by cost optimization and operational efficiencies. Full year standalone EBITDA jumped 39% to Rs. 146 crores. Construction Chemicals emerged as the fastest-growing segment with 58% Q4 growth (45% full year), crossing Rs. 100 crore milestone. Walls segment delivered strong 14% growth led by Boards and Panels. However, Parador (European subsidiary) reported an operating loss of Rs. 35 crores in Q4 including Rs. 19 crores one-time severance, prompting Rs. 74 crores impairment. The company reduced debt from Rs. 929 crores to Rs. 851 crores through working capital management. New capacity expansions (Nellore boards plant, Patna OPVC facility) remain on track.
Strong Q4 margin expansion demonstrates successful execution of cost optimization initiatives (BCG program), but Parador continues to drag profitability with ongoing losses and restructuring costs. The stock may see positive reaction on standalone margin improvement, while Parador's uncertain turnaround keeps overall outlook guarded.