BirlaNu Limited — PPTs, 19-11-2025: Investor Presentation

BirlaNu (formerly HIL Limited) delivered a robust Q2, with consolidated revenue up ~5% YoY to INR 810 Cr. A key highlight was the significant 330 bps expansion in EBITDA margin, with H1 consolidated EBITDA jumping 20% YoY to INR 63 Cr. While overall H1 revenue saw a minor dip to INR 1,862 Cr, segments like Walls (+18% revenue) and Construction Chemicals (+31% revenue) performed strongly in India. Parador (Floors) shined globally with 11% revenue growth and a strong 720 bps margin boost from restructuring.

**Strategic Moves:** BirlaNu acquired Clean Coats for INR 110.19 Cr, instantly boosting its Construction Chemicals portfolio with 275+ specialized products and global market access – a margin-accretive deal.

**Future Focus:** Management is driving profitability through a value enhancement exercise with BCG. Expansion plans include a new OPVC facility in Patna and a green-field project in Andhra Pradesh for Designer Boards. The company plans innovative launches and focuses on accelerating growth, enhancing customer engagement, and strengthening execution.