Did management answer the analysts?
12 analyst questions audited, 2 evaded or deflected.
View Claim Ledger →Birlanu delivered a strong Q4 FY26 with consolidated revenue of ₹1,010 Cr (+9% YoY) and standalone EBITDA margin expansion of 380 bps to 4.4%, driven by cost optimization and volume growth across most segments.
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Birlanu delivered a strong Q4 FY26 with consolidated revenue of ₹1,010 Cr (+9% YoY) and standalone EBITDA margin expansion of 380 bps to 4.4%, driven by cost optimization and volume growth across most segments. The wall segment grew 13% and construction chemicals surged 58% (including Clean Codes). Pipes saw a sharp margin recovery of 1,300 bps YoY aided by inventory revaluation. However, Parador remained a drag with an operating loss of ₹35 Cr including a one-time provision. Management guided for continued margin improvement from BCG-led initiatives and capacity expansions in boards and OPVC. Key risk: sustained weakness in Parador and volatility in resin prices could offset domestic gains.
12 analyst questions audited, 2 evaded or deflected.
View Claim Ledger →Parador continues to underperform
View Risks →Full transcript text is available on this route.
Read Transcript →Fastest growing segment; includes Clean Codes contribution of ₹20 Cr for 4.5 months.
Sharp improvement due to resin price spike and cost actions; includes inventory revaluation gains.
Driven by panels and boards growth of 20-25% during the year.
Includes ₹19 Cr one-time provision; revenue declined 9% YoY in euro terms.
The value enhancement program with BCG is already showing benefits in Q4, with full P&L impact expected from FY27 onwards.
Parador reported an operating loss of ₹35 Cr in Q4, including a one-time provision.
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