Grasim Industries Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Grasim reported consolidated revenue of Rs 48,716 crore for Q1 FY27, up 21% year-on-year, with standalone revenue growing 28% to Rs 11,795 crore and standalone EBITDA up 107% to Rs 1,094 crore. Birla Opus paints revenue grew 64% year-on-year to Rs 1,661 crore while absorbing a raw material cost shock managed through phased price increases, and Birla Pivot B2B e-commerce revenue grew 75% to Rs 2,548 crore. Cellulosic fibre, chemicals, and cement businesses also reported revenue and EBITDA growth, and management disclosed a new 0.25% brand royalty payable to Birla Holdings effective from June.
Grasim reported consolidated revenue of INR1,75,431 crores for FY26 and standalone revenue of INR41,039 crores, both described as all-time highs. Birla Opus paints revenue grew 52% year-on-year on a like-to-like basis in Q4 FY26 and doubled for the full year versus FY25, while Birla Pivot B2B e-commerce revenue more than doubled year-on-year in Q4. Management also detailed cellulosic fibers, chemicals, cement (via UltraTech) and financial services (Aditya Birla Capital) performance, along with a final dividend of INR10 per equity share.