BirlaNu Limited — PPTs, 16-02-2026: Investor Presentation

BirlaNu reported robust Q3 performance, with consolidated revenue up 7% to ₹858 Cr. For the nine months, revenue grew 1% to ₹2,720 Cr. India business saw strong 7% Q3 growth and improved margins. Walls segment revenue jumped 18%, while Construction Chemicals surged 49%. Roofs grew 7% and increased market share. The Pipes segment faced headwinds, with Q3 revenue declining 6% due to soft resin prices, though profitability improved from cost actions. Consolidated net loss for Q3 was ₹53 Cr.

Strategic moves include the completion of Clean Coats acquisition, with integration underway. The company is progressing with its AP Boards plant and commencing commercial production for OPVC this quarter. New product launches across Construction Chemicals, Designer Boards, and Premium Blocks are bolstering growth. Management is cautiously optimistic about demand recovery and focused on execution, cost discipline, and capital efficiency. A value enhancement program with BCG is expected to yield full benefits from Q1 FY27, aiming to strengthen market leadership and profitability for long-term growth.