Grasim Industries Limited has informed the Exchange about Investor Presentation
GRASIM · price
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Grasim Industries reported its highest-ever quarterly consolidated revenue of ₹44,267 Cr in Q4FY25, up 17% year-on-year, with EBITDA at ₹6,548 Cr (up 6% YoY). For full year FY25, revenue grew 13% YoY to ₹1,48,478 Cr but EBITDA fell 4% to ₹20,023 Cr and adjusted profit dropped 37% to ₹3,902 Cr. Cellulosic Fibres saw a strong 8% revenue growth in Q4 but EBITDA slumped 36% YoY due to higher input costs and cheap imports from China. The Chemicals business was a bright spot with EBITDA up 52% YoY on better caustic soda prices. Birla Opus Paints became India's #3 decorative paints brand in just 6 months with 10%+ market share, while B2B e-commerce Birla Pivot crossed ₹5,000 Cr annualised revenue run-rate. Net debt jumped to ₹35,402 Cr (net debt/EBITDA at 1.77x from 0.74x) due to expansion capex, particularly in paints.
Mixed results for shareholders — strong top-line growth and aggressive expansion across paints, B2B e-commerce, and renewables show long-term ambition, but the sharp 37% drop in FY25 profit, rising debt, and margin pressure in the core cellulosic fibres business may weigh on the stock in the near term.