Birlanu Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
BirlaNu reported India standalone revenue growth of about 11% to Rs 833 crores and EBITDA growth of 71% to Rs 98 crores for Q1 FY27, with margin expansion led by the Pipes and Roofs segments. Consolidated revenue grew close to 12% to Rs 1,174 crores while Parador posted an EBITDA loss due to one-time SAP migration costs and advanced maintenance spends. Management also announced Board approval for a new greenfield boards plant near Hyderabad with a capital outlay of Rs 167 crores.
BirlaNu reported consolidated FY26 revenue of Rs. 3,730 crores and standalone revenue of Rs. 2,427 crores, with standalone EBITDA growing 39% to Rs. 146 crores. Management highlighted Q4 standalone revenue of Rs. 625 crores, up 8% year-on-year with EBITDA margin expansion of about 380 basis points, while segments including Pipes and Construction Chemicals showed strong sequential improvement. The company also disclosed a Rs. 74 crore exceptional provision for diminution in the equity investment in its European subsidiary, BirlaNu International GmbH, tied to Parador's performance.