BIRLANU

BirlaNu share price & financials

Price
₹1,423.1
Market cap
₹1.3k Cr
Sector
Construction Materials
Calls analysed
6
Latest concall · Q1 FY27 · call held 07 Aug 2026

BirlaNu Ltd Q1 FY27

Consolidated Revenue ₹1,174 cr +12%Consolidated EBITDA ₹80 cr +35%

What went well

  • Consolidated Revenue grew 11.6% YoY to ₹1,174 crores, demonstrating strong growth.
  • Consolidated EBITDA increased significantly by 35% YoY to ₹80 crores, indicating improved profitability.
  • India business EBITDA margins expanded by 410 basis points, reflecting strong operational efficiency.

What to watch

  • Parador segment reported an EBITDA loss of ₹13 crores, compared to a profit of ₹5 crores last year, due to elevated raw material costs and one-time expenses.
  • Pipes business revenue declined by 11% and volumes by 27% due to extreme PVC resin price volatility in Q1 FY27.
Read the full call →

What BirlaNu Ltd does

BirlaNu (formerly HIL Limited, part of the CKA Birla Group) manufactures and sells home and building solutions across six categories: pipes and fittings, construction chemicals, putty, fibre-cement roofs, AAC blocks/panels/boards (walls), and engineered wood/laminate/vinyl flooring. It sells through brands including Charminar (roofs), BirlaNu Leakproof Pipes and Topline (pipes), BirlaNu Aerocon (walls), BirlaNu TruColour Putty, and Parador, a Germany/Austria-based flooring subsidiary. Products are made across manufacturing plants in India, Germany and Austria and sold through a nationwide dealer/retail network in India and export markets abroad.

Segments

  • Roofs
  • Walls
  • Pipes
  • Construction Chemicals & Putty
  • Floors
Manufacturing plants
32-33, across India, Germany and Austria
Retail touch points
30,000+
Channel partners
21,000+
Countries with market presence
80+
Floors (Parador) installed capacity
15 million SQM
Walls (AAC blocks) installed capacity
1.3 million CuM
Founded 1946Headquarters Hyderabad, Telangana, IndiaEmployees 5,000 (FY25) Company website

Guidance record · Q1 FY27

what the last two calls moved 18 tracked 2 delivered 3 missed 13 open
  • OPVC Plant Operations delivered, diluted said Q4 FY25 Promised: Commissioning in Feb-March timeframe (Q4 FY25) Q1 FY27: Promise relates to FY26 and remains achieved_diluted. Call confirms OPVC capex was completed.
  • Parador EBITDA missed said Q3 FY25 Promised: Cash positive / EBITDA positive for full year FY26 Q1 FY27: Promise relates to FY26 and remains missed. Parador reported an EBITDA loss of ₹13 crores in Q1 FY27.
  • Consolidated Revenue at risk said Q4 FY25 Promised: Double sales to $1 billion company in 3 years Q1 FY27: Consolidated revenue grew 11.6% YoY, below the required pace of ~49% to meet the target by Q4 FY28. Management reiterated a similar target of ₹8,000-9,000 cr but with a potentially delayed timeline of 'next 2-3 years'.

All 18 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 11.6%, net profit up 812.1% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue774 805 929 1,052 810 +5%858 +7%1,010 +9%1,174 +12%
EBITDA-42 -1 22 40 -10 +77%-13 −1782%-8 −134%73 +84%
Net profit15 -35 -25 -1 -43 −392%-53 −49%-22 +10%9 +812%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −26.6% 1Y

₹1.2k₹1.4k₹1.6k₹1.8k₹2.0kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 20 Nov 2025Q4 FY26 — 19 May 2026Q1 FY27 — 7 Aug 2026

1Y: ₹1,973.4 on 10 Sept 2025 → ₹1,448.4. High ₹1,991.5 (24 Sept 2025), low ₹1,201.5 (30 Mar 2026).

How the price took the results

close before → close after

Q1 FY27
+6.7%
7 Aug
Q4 FY26
+0.9%
19 May
Q2 FY26
−0.1%
20 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 2.4% a year over 3 years, FY23 to FY26. Operating margin narrowed to 0.3%.

Year endingFY23FY24FY25FY26
Revenue₹3.5k Cr₹3.4k Cr₹3.6k Cr₹3.7k Cr
Operating profit₹222 Cr₹123 Cr₹49 Cr₹9 Cr
Operating margin6.4%3.7%1.3%0.3%
Interest₹20 Cr₹35 Cr₹68 Cr₹68 Cr
Depreciation₹110 Cr₹120 Cr₹144 Cr₹151 Cr
Net profit₹98 Cr₹35 Cr₹-33 Cr₹-120 Cr
Net margin2.8%1.0%-0.9%-3.2%
Cash from operations₹132 Cr₹173 Cr₹82 Cr₹119 Cr
Free cash flow₹0 Cr₹97 Cr₹35 Cr₹75 Cr
ROCE9.0%2.0%-3.0%-4.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹8 Cr₹8 Cr₹8 Cr₹8 Cr₹8 Cr₹8 Cr
Reserves₹988 Cr₹1.2k Cr₹1.2k Cr₹1.2k Cr₹1.2k Cr₹1.1k Cr
Borrowings₹410 Cr₹313 Cr₹432 Cr₹776 Cr₹1.0k Cr₹1.1k Cr
Other liabilities₹708 Cr₹744 Cr₹689 Cr₹714 Cr₹745 Cr₹848 Cr
Total liabilities₹2.1k Cr₹2.2k Cr₹2.4k Cr₹2.7k Cr₹3.0k Cr₹3.1k Cr
Fixed assets₹1.2k Cr₹1.1k Cr₹1.2k Cr₹1.4k Cr₹1.8k Cr₹1.8k Cr
Capital work in progress₹14 Cr₹26 Cr₹33 Cr₹47 Cr₹12 Cr₹40 Cr
Investments₹33 Cr₹3 Cr₹2 Cr₹104 Cr₹0 Cr₹0 Cr
Other assets₹911 Cr₹1.1k Cr₹1.1k Cr₹1.2k Cr₹1.2k Cr₹1.2k Cr
Total assets₹2.1k Cr₹2.2k Cr₹2.4k Cr₹2.7k Cr₹3.0k Cr₹3.1k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs added +0.69 pp while the public trimmed −0.64 pp. The shareholder count shrank 7% to 28,900.

Promoters
40.6%
FIIs
2.7%
DIIs
0.1%
Government
4.0%
Public
52.6%

Since Jun 2025

  • FIIs +0.69 pp
  • Public −0.64 pp
  • DIIs −0.04 pp

How it drifted, 12 quarters

Over this window DIIs fell from 3.3% to 0.1% — −3.2 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 40.6%, FIIs 2.5%, DIIs 3.3%, Government 4.0%, Public 49.6%.Dec '23: Promoters 40.6%, FIIs 2.5%, DIIs 3.3%, Government 4.0%, Public 49.6%.Mar '24: Promoters 40.6%, FIIs 2.2%, DIIs 3.3%, Government 4.0%, Public 49.9%.Jun '24: Promoters 40.6%, FIIs 1.5%, DIIs 3.3%, Government 4.0%, Public 50.6%.Sep '24: Promoters 40.6%, FIIs 1.4%, DIIs 3.6%, Government 4.0%, Public 50.5%.Dec '24: Promoters 40.6%, FIIs 1.3%, DIIs 2.5%, Government 4.0%, Public 51.6%.Mar '25: Promoters 40.6%, FIIs 1.4%, DIIs 0.1%, Government 4.0%, Public 53.9%.Jun '25: Promoters 40.6%, FIIs 2.0%, DIIs 0.1%, Government 4.0%, Public 53.2%.Sep '25: Promoters 40.6%, FIIs 2.2%, DIIs 0.1%, Government 4.0%, Public 53.0%.Dec '25: Promoters 40.6%, FIIs 2.6%, DIIs 0.1%, Government 4.0%, Public 52.6%.Mar '26: Promoters 40.6%, FIIs 2.9%, DIIs 0.1%, Government 4.0%, Public 52.4%.Jun '26: Promoters 40.6%, FIIs 2.7%, DIIs 0.1%, Government 4.0%, Public 52.6%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 0 holders trimming and 0 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of BirlaNu Ltd above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Chandrakant Birla 40.57%unchanged
Governor Of Andhra Pradesh 4.05%unchanged
India Insight Value Fund FPI fund2.04%+0.15 pp
Asif Alladin Aamir Alladin 1.09%unchanged
Shekhavati Investments And Traders Ltd. 0.00%unchanged
Gwalior Finance Corporation Limited 0.00%unchanged
Hitaishi Investments Limited 0.00%unchanged
Ranchi Enterprises And Properties Ltd 0.00%unchanged
Universal Trading Company Limited 0.00%unchanged
Hyderabad Agencies Pvt Ltd 0.00%unchanged
Nirmala Birla 0.00%newly disclosed
Rajasthan Industries Limited 0.00%newly disclosed

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

All earnings calls (6)

Read the Q1 FY27 call →

Learn to analyse BirlaNu Ltd

Guides on how to read this kind of business and the numbers that matter.