GRASIMNSEGrasim Industries Limited· Cement And Cement ProductsLowNeutral
Announced Wed, 5 Nov · 14:11 IST

Press release on the Unaudited Financial Results (Standalone & Consolidated) for the quarter and half year ended 30th September 2025

GRASIM · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Grasim Industries posted strong Q2FY26 consolidated results with revenue up 17% YoY at ₹39,900 Cr. and PAT surging 76% YoY to ₹553 Cr. Consolidated EBITDA grew 29% YoY to ₹5,217 Cr., driven by robust performance across Cement (UltraTech), Chemicals, and the new Paints business (Birla Opus). Standalone revenue hit a record ₹9,610 Cr., up 26% YoY, led by Paints and B2B E-commerce (Birla Pivot). The Building Materials segment revenue jumped 28% YoY to ₹22,253 Cr., while the Financial Services lending portfolio grew 29% YoY to ₹1,77,855 Cr. For H1FY26, consolidated revenue rose 16% to ₹80,018 Cr. and PAT grew 42% to ₹1,972 Cr. The company announced major cement capacity expansion plans targeting 240.8 mtpa by Mar-28 and continued scaling of Birla Opus and Birla Pivot.

Likely market impact

Broad-based growth and 76% YoY PAT jump signal strong operational momentum, supportive of the stock. Cellulosic Fibres EBITDA fell 29% YoY due to higher input costs, the only soft spot. Aggressive capex in cement, paints, and B2B e-commerce shows management confidence in long-term growth.