GRASIMBSEGrasim Industries LtdMediumNeutral
Announced Wed, 20 May · 14:55 IST

Presentation on Audited Financial Results (Standalone & Consolidated) for the year ended 31st March 2026

Mgmt Guided Margin ImprovementInvestor 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
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₹2963.30
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AI summary

Grasim Industries reported strong FY26 results with consolidated revenue of ₹1,75,431 Cr (up 18% YoY), EBITDA of ₹25,872 Cr (up 29% YoY), and PAT of ₹5,203 Cr (up 33% YoY). Q4FY26 saw revenue of ₹51,101 Cr and EBITDA of ₹8,011 Cr, both highest-ever quarterly figures. All segments delivered robust growth: Cement (UltraTech) crossed 200 MTPA capacity milestone with EBITDA up 20% YoY; Paints (Birla Opus) revenue grew 52% YoY with market share nearing #2 position; Cellulosic Fibres EBITDA doubled YoY; Chemicals EBITDA up 3% YoY; and B2B E-commerce (Birla Pivot) more than doubled revenue. Financial Services (Aditya Birla Capital) lending portfolio grew 32% YoY to ₹2,07,368 Cr. Net Debt/EBITDA improved to 1.43x from 1.77x. Key capex includes Lyocell capacity (55 KTPA commissioning by mid-2027) and cement expansion to 240+ MTPA by Mar-28.

Likely market impact

Strong operational performance across all segments with improving margins and deleveraging signals positive momentum for shareholders. Capacity expansions in cement and paints support multi-year growth runway while Net Debt/EBITDA improvement enhances balance sheet flexibility.