GRASIMBSEGrasim Industries LtdMediumNeutral
Announced Mon, 25 May · 16:36 IST

Transcript of Conference Call on the Audited Financial Results (Standalone & Consolidated) for the year ended 31st March 2026

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GRASIM · price

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AI summary

Grasim Industries reported consolidated revenue of INR 1,75,431 crores (CAGR 18% over FY21-FY26) and standalone revenue of INR 41,039 crores (CAGR 27%). Birla Opus Paints delivered exceptional performance with 100% revenue growth in FY26, crossing 10% revenue market share, and is now the number 3 player nearing number 2 position. The paints business aims to reach INR 10,000 crores revenue in its third year of full-scale operations. Birla Pivot B2B e-commerce doubled revenue YoY and targets EBITDA break-even in FY27. UltraTech Cement crossed 200 million tons per annum capacity (world's largest outside China) and announced INR 240 per share dividend, with Grasim receiving ~INR 4,000 crores. Cellulosic fiber revenue was INR 17,104 crores with EBITDA up 15%. Aditya Birla Capital will raise INR 4,000 crores with Grasim investing INR 2,880 crores to maintain its 52.3% stake.

Likely market impact

Strong execution across all business segments with Birla Opus gaining significant market share positions the company well. Multiple price hikes in paints may test demand elasticity amid raw material inflation. Capital allocation prioritizes new business growth and maintaining stake in financial services subsidiary.