Investor Presentation on the audited standalone and consolidated financial results of the Company for the quarter and financial year ended March 31, 2026

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

BIRLANU · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-7.8%1-day move

₹1536.00

prior close

₹1465.80

base price

In-mkt

timing

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-0.4+0.1+0.1+0.3-7.8-7.5-12.4-11.1-12.7-11.2-10.8-8.9-15.4—

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AI summary

BirlaNu (formerly HIL Limited) reported FY26 consolidated revenue of INR 3,730 Cr, up 3% YoY, with Q4 revenue growing 9% to INR 1,010 Cr. Standalone FY26 revenue was INR 2,427 Cr (up 2%), while EBITDA surged 39% to INR 146 Cr. Q4 standalone revenue grew 8% to INR 625 Cr with 380 bps margin expansion. Segment-wise, Walls grew 14% in FY26, Construction Chemicals surged 58%, Pipes grew 29% with 1300 bps margin expansion, and Roofs grew 8% in Q4. Parador (floors) faced challenges due to weak European demand. The company completed acquisition of Clean Coats (INR 52 Cr revenue FY25) and its AP Boards project is on track.

Likely market impact

Strong Q4 recovery with significant margin expansion signals operational efficiency gains. The rebranding from HIL to BirlaNu and portfolio shift toward higher-margin differentiated offerings positions the company well for sustained profitability improvement, though Parador remains a drag on consolidated earnings.