Grasim Industries Limited — PPTs, 10-02-2025: Investor Presentation

Grasim Industries Limited has reported a consolidated revenue of ₹34,793 Cr. for Q3FY25, marking a 9% increase year-over-year. However, EBITDA declined by 9% to ₹4,668 Cr., primarily due to lower margins in the cement sector and initial investments in the paint division. The company approved the establishment of a 110K TPA Lyocell plant in Karnataka, a move expected to enhance its cellulosic fiber production capabilities. In chemicals, growth in caustic sales was restricted to 1% YoY, impacted by lower production capacities, but overall EBITDA improved by 25% driven by better caustic soda pricing. The paints segment initiated commercial production, and there’s a strong focus on expanding its B2B e-commerce platform, which aims for $1 billion in revenue by FY27. Grasim's financial services arm displayed robust growth, with a 27% YoY increase in its lending portfolio. Investors should monitor Grasim's strategic investments across sectors for potential growth opportunities.