Grasim Industries Limited — PPTs, 20-05-2026: Investor Presentation

Grasim delivered a strong Q4FY26, with consolidated revenue up 15% YoY to ₹51,101 Cr and EBITDA soaring 22% to ₹8,011 Cr. Full-year FY26 revenue reached ₹1,75,431 Cr (+18%) and EBITDA ₹25,872 Cr (+29%).

Growth was driven by strong performance across Cement (UltraTech), which saw 9% YoY volume growth and 20% EBITDA increase, and a robust Paints (Birla Opus) launch, with revenue up 52%. Cellulosic Fibres' EBITDA doubled YoY.

Grasim is actively expanding its footprint: Cement capacity hit 200 MTPA, targeting 240+ MTPA by Mar-28. Birla Opus significantly expanded its dealer network beyond 50,000 and established 1,200+ exclusive stores. New Chemical plants are also nearing commissioning.

Adjusted PAT for Q4FY26 surged 31% YoY to ₹2,041 Cr, reflecting robust operational improvements. Full-year Adjusted PAT was ₹5,203 Cr (+33% YoY). Net Debt to EBITDA improved to 1.43x.

Management indicates new ventures like Birla Opus and Birla Pivot are in an investment phase with clear roadmaps for profitable growth, leveraging India's strong economic expansion.