BirlaNu Limited — Investor Meet, 12-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

BirlaNu delivered strong Q1 FY27 results. Consolidated revenue rose ~12% to 1,174 Cr, and EBITDA jumped 35% to 80 Cr, with standalone EBITDA margins expanding ~420 bps. The Roofs segment recorded 17% revenue growth (517 Cr), and Walls saw over 14% growth. Pipes achieved 660 bps margin expansion despite significant price volatility. Parador incurred a 13 Cr EBITDA loss but management expects a H2 recovery and full-year break-even, supported by a BCG cost-out program. The company is investing 167 Cr in a new Hyderabad Boards plant and reduced gross borrowings by 100 Cr to 758 Cr. Management expresses confidence in sustained profitable growth.