Grasim Industries Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Grasim's trailing 12-month consolidated revenue neared INR1,60,000 Cr, up 8% YoY, with standalone revenue hitting a record INR9,610 Cr, up 26%. Birla Opus Paints completed its project phase, reaching 1,332 million liters p.a. capacity, making it the second largest by capacity. Management aims to align volume with capacity, targeting double-digit market share by Q4 FY'26/Q1 FY'27. Despite monsoon impact, Birla Opus saw a low single-digit decline QoQ versus the industry's double-digit. Birla Pivot (B2B e-commerce) revenues grew 15% QoQ, tracking ahead of its INR8,500 Cr FY'27 target. UltraTech reported strong volume growth and EBITDA per ton. Management expressed confidence in its growth strategy.