GRASIMNSEGrasim Industries Limited· Cement And Cement ProductsMediumNeutral
Announced Wed, 20 May · 14:54 IST

Grasim Industries Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

GRASIM · price

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Price reaction · full curve 14 horizons · vs prior close
+8.0%1-day move
₹2928.00
prior close
₹2968.40
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AI summary

Grasim Industries reported its highest-ever annual performance for FY26 with consolidated revenue of ₹1,75,431 crore (up 18% YoY), EBITDA of ₹25,872 crore (up 29% YoY), and adjusted PAT of ₹5,203 crore (up 33% YoY). Q4FY26 consolidated revenue grew 15% YoY to ₹51,101 crore with EBITDA up 22% to ₹8,011 crore. All major segments delivered robust growth: cement subsidiary UltraTech crossed 200 MTPA capacity becoming the world's largest cement company outside China with Q4 EBITDA at ₹5,688 crore (up 20% YoY); paints business Birla Opus achieved 52% revenue growth and gained ~90 bps sequential market share nearing #2 position; chemicals segment EBITDA grew 3% YoY despite specialty chemicals margin pressure from higher ECH input costs; cellulosic fibres EBITDA doubled YoY on volume growth and benign pulp prices. Net debt/EBITDA improved to 1.43x from 1.77x YoY.

Likely market impact

Strong broad-based operational performance with margin expansion across cement, chemicals, and cellulosic fibres. Paints and B2B e-commerce businesses remain in investment phase but showing clear scaling trajectory. The improved leverage ratio signals a healthy balance sheet while funding growth capex. Shareholders can expect continued earnings growth driven by cement volume expansion and paints market share gains.