Grasim Industries Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Grasim's Q4 FY26 results highlight its transformation, with consolidated revenue reaching 1.75 lakh Cr. New growth engines are firing: Birla Opus paints doubled FY26 revenue, becoming the #3 decorative player and aiming for #2 with 10,000 Cr profitable revenue. Birla Pivot B2B e-commerce saw Q4 revenue double YoY, targeting FY27 EBITDA break-even. Established businesses also performed well, with UltraTech reaching 200 million tons per annum capacity and Cellulosic Fibers growing 14% YoY. Grasim declared a 500% dividend (INR10/share) and invested 2,880 Cr in Aditya Birla Capital. Management expresses confidence in the company's strategic growth path.