BIRLANU / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Birlanu · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-30Back to quarter ↗

Questions audited

11

Answered directly

64%

Numeric claims

3

Consistency

contradicted

Question ledger

What was answered, and how?

Nin S. Dharmawat · Aram Capital

evasive

Has the time not come to take a final call on the European subsidiary after 8 years?

we are following all of those in the case of parador and many of them are at play some are visible some are not visible for you ... it's going through a difficult business cycle.

Weber Paratya · Honesty and Integrity Investment

direct

Demand and cost outlook for roofing business, including steel roofing competition and rupee impact.

from a demand perspective ... there is good momentum on the demand front ... price differential between our roofing products and steel roofing is on the higher side ... on input cost ... rupee depreciation is a factor ... there is some inflationary pressure.

Parshit Gupta · Fair Value Capital

direct

Breakup of construction chemicals growth and contribution from Clean Codes.

without clean codes the growth is 25% for full year ... with clean codes it is 58% for quarter four and 45% for full year ... clean codes number is 20 cr for 4 and a half months.

Parshit Gupta · Fair Value Capital

direct

Revenue breakup of pipe segment between CPVC and other products.

roughly the split ... we run at about 39 to 40% at CPVC levels and the rest is UPVC, SWR, pressure pipes ... you can think of a 40 60 split.

Parshit Gupta · Fair Value Capital

declined

Details on removal of anti-dumping duty and industry lobbying.

I would not be in a position to comment on that. I'm not aware of any industry lobby talking about this.

Parshit Gupta · Fair Value Capital

partial

Current demand environment and outlook for pipes.

Q4 was better ... both on volume and revenue and also on profitability ... as we enter the new financial year, given this whole volatile resin price environment, it's a hard one to predict.

Parshit Gupta · Fair Value Capital

direct

Challenges in Parador besides severance and input costs.

operationally there were no other challenges ... there was a lot of orders which have been deferred ... a large part apart from those oneoff items the reason for profitability being low is essentially the drop in revenue and volumes.

Parshit Gupta · Fair Value Capital

evasive

Positioning and pricing strategy for Parador in India vs competitors.

I won't comment on a specific competitor ... in the automotive world you will have a Maruti and also a Mercedes ... the market is large enough to absorb different types of proposition.

Anub Goyel · Cosma Ventures

partial

Turnaround for Parador depends on European sales; outlook for Europe.

you should look at some improvement ... there are certain moves that we are making ... reboot our whole retail presence ... we are going further on the premium end ... that work has happened.

Anub Goyel · Cosma Ventures

direct

Breakup of wall sales (610 cr) into AC blocks, panels, boards.

roughly it will be 60 30 90 ... 60 would be blocks and 25% would be sandals ... 60 25 and 15%.

Anub Goyel · Cosma Ventures

partial

Capacity utilization and sales potential for panels and boards.

in both those segments ... we are chock-a-block as far as capacity utilization is concerned ... brownfield expansions ... will come on stream within this financial year ... green field project on boards ... will give us additional capacity.

Sanjay Kumar · I thought PMS

partial

How to achieve 10-12% EBITDA margin after BCG savings played out.

the trick for us ... to get to double digits is to get the portfolio right in terms of the mix ... our focus on construction chemical is coming from that whole belief ... our investments on the wall side is also coming from there.