Grasim Industries Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Grasim's Q1 FY26 saw consolidated revenue climb 16% and EBITDA jump 36%. New ventures are key growth drivers: Birla Opus paints achieved double-digit sequential revenue growth, becoming India's 3rd largest decorative brand. Its 6th plant started trial production, boosting capacity. Birla Pivot B2B e-commerce grew strongly, targeting ₹8,500 crore revenue by FY27 and aiming for breakeven. UltraTech Cement's volumes rose 10%, outpacing the industry. Chemical business also showed healthy growth. Management highlighted competitive intensity in economy paints and a CCI investigation. The company remains confident on leveraging India's growth.