What was Birla's revenue in Q4 FY26?

Birla reported revenue of ₹2,836 Cr in Q4 FY26, a — change year-over-year.

Did Birla management deliver on previous promises?

Of 1 tracked promise, management 0 met, 0 close, 1 missed.

Birla Q4 FY26 Research Workspace: Revenue ₹2,836 Cr (—)

Q: What guidance did Birla management give?

FY27 volume guidance of ~20 million tons: Management guided for volume of close to 20 million tons in FY27, implying ~7% growth over FY26.

Revenue ₹2,836 Cr

EBITDA —

PAT ₹1,165 Cr

EBITDA Margin 18%

Duration 47 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Birla Corporation delivered a healthy Q4 FY26, with full-year revenue of ~₹800 crore and quarterly revenue of ~₹2,000 crore. Volume grew ~4% YoY, driven by strong premiumization and market share gains in core regions. Blended cement share rose to 88% (from 82% last year), and premium trade share improved to 77%. Lead distance reduced to 337 km, and Mukarba volumes increased to 27.7 lakh tons. Management guided for FY27 volume of ~20 million tons, capex of ₹900 crore, and a cost headwind of ₹150-175/ton from fuel and packaging. Key risks include geopolitical uncertainty and rising input costs. The company remains focused on value-added cement and brand extension, with no major capacity expansion beyond the ongoing 6 MTPA addition by FY29.

Promises0 met · 1 missedRisks3 trackedTranscriptfull text

Research workspace

Focused Modules

⚖Claim Ledger 75% answered

Did management answer the analysts?

12 analyst questions audited, 1 evaded or deflected.

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◈Promises 1 promise

Promise Tracker

0 delivered, 0 close, 1 missed.

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!Risks 3 risks

Risk Intelligence

Geopolitical uncertainty and input cost inflation

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≡Transcript Full text

Call Transcript

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Quarter Snapshot

Blended cement share 88%

+6pp YoY

Blended cement as a percentage of total cement sales improved from 82% in FY25 to 88% in FY26.

Premium trade share 77%

+7pp YoY

Premium cement in trade segment increased from 70% to 77% year-over-year.

Lead distance 337 km

-13 km YoY

Average lead distance reduced from 350 km to 337 km, indicating improved logistics efficiency.

Mukarba volume 27.7 lakh tons

+12.6% YoY

Mukarba (bulk) cement volumes grew from 24.6 lakh tons to 27.7 lakh tons in FY26.

Fast read

Guidance and risk preview

Top guidance FY27 volume guidance of ~20 million tons

Management guided for volume of close to 20 million tons in FY27, implying ~7% growth over FY26.

Top risk Geopolitical uncertainty and input cost inflation

Management highlighted rising crude and pet coke prices, leading to a cost headwind of ₹150-175/ton in Q1 FY27.