Grasim Industries Limited — PPTs, 14-11-2024: Investor Presentation

Grasim Industries Limited's recent investor presentation highlights a solid financial performance and strategic growth initiatives.

**Financial Highlights:** For Q2FY25, consolidated revenue reached ₹33,563 Cr., an 11% increase YoY, while EBITDA fell 10% YoY to ₹4,042 Cr., primarily due to lower margins in the cement sector and investments in the new paints business.

**Strategic Initiatives and Growth Drivers:** The company reported record quarterly sales in Cellulosic Staple Fibre, achieving 219 KT, and a 16% YoY increase in Chemicals EBITDA, led by improved profitability in Chlorine Derivatives. Plans to roll out the B2B e-commerce platform are on track for a revenue target of $1 billion by FY27.

**Business Developments:** UltraTech Cement expanded capacity by 9.9 million tons per annum. The paints brand, Birla Opus, sees substantial initial demand with trial runs underway in various locations.

**Market Position and Competitive Advantage:** Grasim has a diversified chemical portfolio and is a leader in both cement and cellulosic fibres, benefiting from India's growing infrastructure needs. Their strong ESG performance further enhances competitive standing.

**Investor Implications:** With ongoing investments, strategic product launches, and robust performance indicators, Grasim positions itself for positive growth, making it an intriguing consideration for investors. Watch closely as the company navigates market challenges and capitalizes on growth opportunities.