BirlaNu Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

BirlaNu's Q4 consolidated revenue grew 9% YoY to ₹1,010 Cr, with FY26 consolidated revenue at ₹3,730 Cr. Standalone EBITDA for FY26 surged 39% to ₹146 Cr, driven by strong Q4 performance. Walls segment revenue rose 14% (Q4) and Construction Chemicals, including Clean Coats, jumped 58% (Q4). Pipes' Q4 EBITDA margins expanded 1,300 bps. European subsidiary Parador saw revenue decline and reported an operating loss with a ₹74 Cr impairment. Management expresses confidence in FY27 momentum for the India business, driven by strategic initiatives, cost optimization, and new capacity. Debt stands at ₹851 Cr.