BirlaNu Ltd (BOM:509675)

Q1 2026 BirlaNu Ltd Earnings Call Transcript

Aug 6, 2025 / 06:30 AM GMT

Release Date Price: ₹1952.8 (-1.94%)

Transcript

Key Points

Positve

BirlaNu Ltd (BOM:509675) achieved a strong performance in gaining market share in priority segments, particularly in construction chemicals and wall segments.
The company maintained a sharp focus on cost efficiency, achieving margin expansion in select subsegments despite pricing pressures.
Construction chemicals business recorded a 37% revenue growth, driven by aggressive channel expansion and increased brand visibility.
Parador segment showed a notable turnaround in operating performance, with operating profit improving significantly.
The company is on track with new capacity expansions, including a greenfield project in Andhra Pradesh and an upcoming OPBC plant in Patna, laying a strong foundation for future growth.

Negative

BirlaNu Ltd (BOM:509675) reported a 4.9% year-on-year decline in consolidated revenue, reflecting challenging market conditions.
Net profit decreased by 89.54% year-on-year, indicating significant profitability challenges.
The roofing segment experienced a decline in both volumes and margins due to industry-wide demand contraction and price erosion.
Pipes segment was impacted by a 15% decline in PVC resin prices and subdued government spending, leading to a 14% revenue decline.
The company faces a volatile external environment with muted demand, price pressure, and increased competitive intensity, affecting overall performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BIRU.NS - Birlanu Ltd
Q1 2026 BirlaNu Ltd Earnings Call
Aug 06, 2025 / 06:30AM GMT

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Presentation
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For financial summary, stay here. For full earnings call recording, skip to minute 2.

BIRLA and new financial results for June 2025 quarter with YOY comparison.

Revenue â¹1,052.28 crore versus â¹1,106.61 crore YOY with a change of minus 4.91%. Expenses, â¹1,012.60 crore versus â¹1,038.10 crore YOY with a change of minus 2.46%. Other income, â¹19.39 crore versus â¹5.43 crore YOY with a change of 257.09%. Profit before tax, â¹5.18 crore versus â¹21.22 crore YOY with a change of minus 75.59%. Net profit, â¹1.32 crore versus â¹12.62 crore YOY with a change of minus 89.54%. EPS â¹1.75 versus 16 rupees.74OY with a change of minus 89.55%. Operating profit, â¹39.68 crore versus â¹68.51 crore YOY with a change of minus 42.08%.

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