BirlaNu Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

BirlaNu reported a challenging Q1 FY26, with consolidated revenue at INR 1,052 Cr (down 4.9% YoY) and EBITDA at INR 59 Cr due to weak demand and pricing pressure. Despite this, the company gained market share in Construction Chemicals (up 37% revenue), Walls, and Parador, where operating profit turned positive at INR 5 Cr. Management highlighted ongoing cost efficiency and strategic investments, with new capacities like the Andhra Pradesh boards plant and Patna OPVC plant on track. BirlaNu aims to double revenue in 2-3 years, targeting double-digit operating profits, with a cautiously optimistic outlook for H2 as market conditions are expected to improve.