Grasim Industries Limited has informed the Exchange about Investor Presentation
GRASIM · price
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Grasim Industries shared its Q2FY26 earnings presentation covering performance across Cellulosic Fibres, Chemicals, Cement (UltraTech), Paints (Birla Opus), B2B E-commerce (Birla Pivot) and Financial Services (Aditya Birla Capital). Consolidated revenue rose 17% YoY to ₹39,900 Cr, with EBITDA up 29% YoY at ₹5,217 Cr and owner's share of PAT up 76% YoY at ₹553 Cr. Cement volumes grew 6.9% YoY to 33.85 million tons with EBITDA/ton up 32% YoY at ₹966, while Chemicals revenue grew 17% YoY to ₹2,399 Cr with EBITDA up 34% YoY. Cellulosic Fibres EBITDA fell 29% YoY due to higher input costs. Birla Opus has reached ~24% capacity share in decorative paints with cumulative capex of ₹9,727 Cr, and Birla Pivot is on track for ₹8,500 Cr revenue by FY27.
Strong consolidated earnings growth driven by Cement and Chemicals should support positive investor sentiment, though weakness in Cellulosic Fibres margins and ongoing investments in Paints remain watch points. The presentation reinforces Grasim's diversified business model with multiple growth engines and an improving leverage profile (Net Debt/EBITDA at 1.69x vs 1.77x in March 2025).