Birla Corporation Share Price

Conference Call with Birla Corporation Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 2 weeks 6 days ago

Cement & Cement Products company Birla Corporation announced Q4FY26 & FY26 results Financial Highlights: Revenue: Stood at Rs 2,875 crore in Q4FY26, remaining almost flat with a marginal growth of 0.4% YoY compared to Rs 2,863 crore in Q4FY25 (owing to poor realization from the cement business and external shocks affecting the Jute Mills). For the full year FY26, revenue reached Rs 9,773 crore, recording a 5.0% YoY growth from Rs 9,312 crore in FY25. EBITDA: Recorded at Rs 549 crore in Q4FY26, a decline of 5.6% YoY from Rs 582 crore in Q4FY25. However, the annual EBITDA for FY26 surged by 19.5% YoY to reach Rs 1,571 crore against Rs 1,315 crore in FY25. Cash Profit: Posted at Rs 487 crore in Q4FY26, down by 4.3% YoY from Rs 509 crore in Q4FY25. For FY26, cash profit saw a robust growth of 32.3% YoY, reaching Rs 1,307 crore compared to Rs 988 crore in FY25. Net Profit: Clocked at Rs 295 crore for Q4FY26, registering a 14.8% YoY growth from Rs 257 crore in Q4FY25. The full-year net profit for FY26 stood at Rs 558 crore, marking a massive 89.2% YoY jump from Rs 295 crore in FY25. Business Highlights: Production & Capacity: Cement production climbed to a landmark 19 million tons for the first time. The company’s annual production capacity increased from 20 million tons to 21.4 million tons following the commissioning of Kundanganj Line III in March. Sales & Utilization: Achieved record-high full-year consolidated cement sales of 18.72 million tons (up 3.5% YoY). The company achieved a capacity utilization of 95% for FY26 (against an estimated industry average of 70%) and 108% in Q4FY26. Operational Expansion: The company is scaling up its ready-mix concrete (RMC) and construction chemical businesses, currently constructing its fifth RMC factory with a focus on Uttar Pradesh. Sustainability: Increased the consumption of green power from 25% to 31% during FY26. Segment-Wise Performance: Cement Division: Sales Volume: Q4FY26 cement sales volume grew by 3.8% YoY to 5.45 million tons, the highest ever for a quarter. Premium Cement: Q4FY26 sales reached a record high, growing 21% YoY by volume and accounting for 63% of total sales through the trade channel. For FY26, premium cement grew 18% YoY, making up 61% of total trade channel sales. Blended Cement: Accounted for 87% of total sales in Q4FY26, reflecting a 10% YoY volume growth. For FY26, it grew by 11% to constitute 88% of total sales. Significant YoY growth of 15-16% was achieved in Madhya Pradesh and Maharashtra. Brand Performance: Sales of the flagship brand 'Perfect Plus' grew 27% by volume in Q4FY26 and 22% in FY26. 'Unique Plus' sales grew 7% in Q4FY26 and 24% for the full year. Realisation & EBITDA per ton: Realisation per ton for Q4FY26 was Rs 4,986 (down 2.3% YoY) and Rs 4,869 for FY26 (up 0.1% YoY). EBITDA per ton was Rs 971 in Q4FY26 (down 4.2% YoY), but saw a 15.1% YoY jump for FY26 to reach Rs 786. Margins: EBITDA margin for the March quarter remained stable at 19.6%, while the full-year FY26 margin improved by over 200 basis points to 16.2%. Jute Division (Birla Jute Mills): Faced a challenging year marked by severe raw jute shortage and an extraordinary price hike (raw jute prices in Q4FY26 were up 92% YoY and 57% sequentially). Reported a cash loss of almost Rs 12 crore in Q4FY26 against a profit of Rs 4 crore in Q4FY25. However, full-year losses (negative EBITDA) were pared from Rs 6.13 crore to Rs 2.99 crore. Total sales in Q4FY26 dropped 2% YoY to Rs 120 crore (domestic sales fell 5%, while exports were up 33%). Production per day declined 18% YoY to 110 metric tons. Sandip Ghose, Managing Director & Chief Executive Officer, said: “With continuous improvement in operating efficiency and cost optimization, Birla Corporation Limited stayed the course with premiumization of market share as well as price positioning.” “Alongside, the Company consolidated its position in profitable markets to deliver consistent results.” Result PDF

• Trendlyne
• 2 weeks 6 days ago

M P Birla Group firm Birla Corporation Ltd on Saturday reported a consolidated net profit of Rs 294.77 crore in the March quarter of 2025-26 on a year-on-year basis. It had posted a net profit of Rs 256.6 crore for the January-March period a year ago, according to a regulatory filing from Birla Corporation. However, Birla Corporation's revenue from operations was marginally up at Rs 2,836.12 crore in the March quarter of FY26. It was at Rs 2,814.91 crore in the corresponding period a year ago. This was "owing to poor realisation from the cement business and external shocks affecting the performance of Birla Jute Mills," said Birla Corporation in its earnings statements. Total expenses of Birla Corporation were at Rs 2,522.18 crore, up 1 per cent in the March quarter. Birla Corporation's revenue from the Cement business was marginally up to Rs 2,716.06 crore in the fourth quarter of FY'26. It was at Rs 2,691.84 crore in the corresponding quarter. Its cement sales by volume grew by

• Business Standard
• 3 weeks ago