BirlaNu Limited Q4 FY25 earnings call summary

Earnings call of 20 May 2025, summarised by AI from the filing.

No clear FY26 guidance; focus on volume and market share growth and profitability improvement.

Key takeaways

1. Guidance No clear FY26 guidance; focus on volume and market share growth and profitability improvement.
2. Rebranding HIL renamed BirlaNu, unifying Pipes, Construction Chemicals, Putty, Roofs, Walls and Floors.
3. Risk Weak demand and price declines of 2% to 5% across most product categories pressured margins.

Original filing on BSE

BirlaNu Limited Q1 FY27 results

As filed: Revenue ₹1,174 cr (+12% year on year), EBITDA ₹73.0 cr (+82% year on year), PAT ₹9.4 cr, EBITDA margin 6.2% (+241 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹1,010 cr (+9% year on year), EBITDA −₹7.7 cr (−133% year on year), PAT −₹22.4 cr, EBITDA margin -0.8% (−323 bps). Score 15 of 100, Below trend. EBITDA margin fell 323 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −19.5% in 30 days (Nifty 500: −0.8%).
• Q3 FY26: Revenue ₹858 cr, EBITDA −₹12.8 cr, PAT −₹53.0 cr, EBITDA margin -1.5%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹858 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −26.8% in 28 days (Nifty 500: −8.2%).
• Q2 FY26: Revenue ₹810 cr, EBITDA −₹10.0 cr, PAT −₹43.0 cr, EBITDA margin -1.2%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹810 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −15.3% in 28 days (Nifty 500: +1.3%).
• Q1 FY26: Revenue ₹1,052 cr, EBITDA ₹40.0 cr, PAT −₹1.0 cr, EBITDA margin 3.8%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹1,052 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −12.7% in 30 days (Nifty 500: +0.8%).
• Q4 FY25: Revenue ₹929 cr, EBITDA ₹23.0 cr, PAT −₹25.0 cr, EBITDA margin 2.5%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹929 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −1.3% in 30 days (Nifty 500: +1.0%).

Past price moves after results do not indicate future moves. Not a recommendation.

BirlaNu Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (7 Aug 2026), Results deck (6 Aug 2026)
• Q4 FY26: Earnings call (13 May 2026), Results deck (13 May 2026)
• Q3 FY26: Results deck (16 Feb 2026)
• Q2 FY26: Earnings call (20 Nov 2025), Results deck (19 Nov 2025)
• Q1 FY26: Earnings call (6 Aug 2025), Results deck (5 Aug 2025)
• Q4 FY25: Earnings call (20 May 2025), Results deck (20 May 2025), Results deck (20 May 2025)