BirlaNu Limited — PPTs, 13-05-2026: Investor Presentation

BirlaNu (formerly HIL) reported consolidated revenue of ₹3,730 Cr for FY26 (+3% YoY) and ₹1,010 Cr for Q4 FY26 (+9% YoY). Standalone FY26 revenue was ₹2,427 Cr (+2% YoY). Key segments like Construction Chemicals (+58%), Pipes (+29%), and Walls (+14%) drove FY26 growth, with Roofs up 8% in Q4. The Floors segment (Parador) faced weak European demand.

Strategy includes rebranding to BirlaNu, focusing on value-added products, and integrating the Clean Coats acquisition to expand specialty coatings and global reach. Plans involve deepening Parador's retail penetration in Europe, entering new markets like the USA, and fixed cost optimization. Digital transformation is a key focus area.

Recent developments include the successful integration of Clean Coats and progress on the AP Boards project. New products were launched across Construction Chemicals, Designer Boards, and Premium Blocks.

**Key Financial Metrics:**

* FY26 Consolidated Revenue: ₹3,730 Cr (+3% YoY)

* Q4 FY26 Consolidated Revenue: ₹1,010 Cr (+9% YoY)

* FY26 Standalone EBITDA: ₹146 Cr (+39% YoY)

* Q4 Standalone EBITDA: ₹44 Cr (+143% YoY), with 380 bps margin expansion.

Management is optimistic for FY27, expecting strong growth and profitability. The focus remains on market leadership, operational excellence, and sustained profitability, with specific actions to improve Parador's performance through market penetration and cost control.