Q1 2026 Grasim Industries Ltd Earnings Call Transcript
Key Points
- Grasim Industries Ltd (BOM:500300) reported a 16% year-on-year growth in consolidated revenue, reaching INR 4,018 crores.
- The company's Paints division, Birla Opus, achieved double-digit revenue growth on a quarter-on-quarter basis.
- Grasim's B2B e-commerce platform, Birla Pivot, continues to grow with a high single-digit sequential increase in revenue.
- Ultratech, Grasim's cement business, reported a robust 13% year-on-year revenue growth.
- The Chemical business saw a 16% year-on-year revenue increase, driven by stable domestic demand and volume growth.
- The global economic landscape remains challenging with moderate but uneven resilience, impacting investment sentiment.
- Geopolitical tensions and trade protectionism have led to fragmented global trade and supply chain disruptions.
- The Paints industry faces competitive intensity, particularly in the economy segment, with increased discounting by competitors.
- Cellulosic fiber revenue growth was partially offset by high input costs and lower-priced imports from China.
- The epoxy business experienced margin compression due to hardening raw material prices and duty-free imports.
Ladies and gentlemen, good day, and welcome to Q1 FY26 earnings conference call hosted by Grasim Industries Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Ankit Panchmatia, Head Investor Relations of Grasim Industries. Thank you, and over to you, Ankit sir.
Thank you, Neda. Good evening and thank you for joining Grasim's first-quarter financial year 2026 earnings call. The financial statements, press release and presentation are already uploaded on the website of Stock Exchanges and our website for your reference.
Before safe harbor, kindly referred to cautionary statement highlighted in the last slide of our presentation. We have with us our management team on this call to discuss our results and business performance. We have with us Mr. Himanshu Kapania, Managing Director; Mr. Pavan Jain, Chief Financial Officer; and Mr. (inaudible), incoming Chief Financial Officer of Grasim Industries. From businesses, we
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