Birla Corporation Q1 FY26 results (Apr–Jun 2025) and concall

Birla Corpn. reported a challenging Q1 FY26 with EBITDA per ton at INR715, primarily due to clinker shortages necessitating external purchases and lower realizations in Central India. Despite operational headwinds like extended plant shutdowns, the company demonstrated strong strategic execution by increasing its blended cement proportion to 89% and trade sales to 78%. Management reiterated its 6-7% annual volume growth guidance and maintained its FY26 capex plan of INR1,000-1,100 crores, focusing on value share and operational efficiencies.