Slide 1: Stock exchange intimation letter
Ref: BIRLANU/SE/2025-26/53 November 19, 2025 To To BSE Limited National Stock Exchange of India Limited P.J. Towers, Dalal Street 5th Floor, Exchange Plaza, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 509675 Scrip Symbol: BIRLANU Through: BSE Listing Centre Through: NEAPS Sub: Investor
Slide 2: Financial Result Presentation - Q2 and H1 FY26
Financial Result Presentation - Q2 and H1 FY26
Slide 3: Contents
Contents • Welcome to BirlaNu • About BirlaNu • Brands and Products Overview • Clean Coats Acquisition • Q2 & H1 FY26 Results Overview 2
Slide 4: Welcome to BirlaNu
Welcome to BirlaNu 3 birlanu
Slide 5: BirlaNu represents a bold evolution of HIL's legacy
BirlaNu represents a bold evolution of HIL’s legacy, blending innovation with heritage. The "Nu" stands for reinvention and fresh perspectives, symbolizing a modern, global reboot while staying rooted in trust and quality. Inspired by creativity and sustainability, it embodies the spirit of self-exp
Slide 6: Who are we ?
Who are we ? For nearly 80 years, BirlaNu Limited (formerly HIL Limited), has been a pioneer in redefining the art of creating home and building solutions. Our portfolio spans Pipes, Construction Chemicals, Putty, Roofs, Walls and Floors. As a global leader in home and building solutions, BirlaNu in
Slide 7: Brand story
Brand story Since 1946, we’ve been on a journey of continuous evolution and today, we are proud to announce a new chapter in our legacy: HIL is now BirlaNu. BirlaNu is inspired by the people we serve and driven by a passion for continuous growth. Rooted in connection, creativity and sustainability,
Slide 8: Message from Chairman
Message from Chairman BirlaNu reflects who we are at our core - a company driven by purpose, progress and a deep commitment to those we serve. We believe in building with integrity, pushing the boundaries of innovation, and creating materials and ideas that endure. Our renewed identity is more than
Slide 9: About BirlaNu
About BirlaNu 8 birlanu
Slide 10: CKA Birla Group: 165+ years of rich legacy
CKA Birla Group : 165+ years of rich legacy Focus on Over long-term US$ ~3 billion 35,000 values, conglomerate employees trust-based relationships More than 50 manufacturing Numerous Relationships & facilities across patents & philanthropy India and the awards world 9
Slide 11: CKA Birla Group - Industry clusters & key companies
CKA Birla Group - Industry clusters & key companies Technology and Automotive Home and Building Healthcare Education 10
Slide 12: BirlaNu poised for sustained value creation
BirlaNu poised for sustained value creation Key drivers Customer Technology Innovation Excellence Sustainability Focused and People Construction Chemicals & Putty Roofs Walls Pipes Vision Floors $1 billion 11
Slide 13: Our vision
Our vision “To be a leading global provider of innovative, sustainable Home & Building solutions” 12
Slide 14: Our mission
Our mission BirlaNu’s Mission is to empower homeowners, builders and designers to bring their vision to life – a promise to be the trusted partner in building their future. Our passion for creating sustainable and innovative products, guides us in shaping spaces where life happens. We inspire timele
Slide 15: Our values
Our values Customers at the heart of everything we do I Own, I am Responsible Trust, Respect and Help each other Make it Simple, act Fast Challenge the status quo, raise the bar 14
Slide 16: BirlaNu's strengths
BirlaNu’s strengths Strong Digitalization and Global Distribution brands manufacturing presence 30,000+ retail Established leading 33 manufacturing Sales presence points and 21k+ brands across the facilities across across 80+ channel partners segments it India, Germany and countries. worldwide opera
Slide 17: Experienced leadership team
Experienced leadership team • Over 2 decades of professional experience • Over 2 decades of experience with METROD with CKA Birla Group & AT Kearney in (OFHC) Sdn. Bhd., JohnsonDiversey India, various roles across India, Europe and the ABB, and Alembic Ltd. Middle east • Expertise in M&A, Internatio
Slide 18: Experienced leadership team
Experienced leadership team • Over 2 decades of experience with Gujarat • Over 2 decades of Leadership experience Tea Packer & Processor, Creamline Dairy, with CKA Birla Group, McKinsey & Mars International, and Colgate Palmolive Company, and ITC Ltd. • Expertise in Sales & Distribution, Strategy &
Slide 19: Experienced leadership team
Experienced leadership team • Over 2 decades of professional experience • More than 3 decades of experience in with Tata Steel, Lafarge Canada and Nuvoco manufacturing IT & consulting across Vistas Corp. Ltd. Orient Cement, MYK Laticrete, Virtusa, Deloitte, Intelligroup Asia & Mukund • Expertise in
Slide 20: Global manufacturing presence
Global manufacturing presence Manufacturing Units India Roofs Germany Austria Haryana Uttar Bihar Pradesh Walls Gujarat Jharkhand Odisha Maharashtra Telangana Andhra Pipes Pradesh Tamil Nadu Construction Chemicals & Putty Floors 19
Slide 21: Commitment to sustainability
Commitment to sustainability Eco-Footprint minimization Waste reduction strategies Product innovation for sustainability • Initiatives in energy and waste • Optimization of manufacturing management, raw material processes and reduction of • Focus on developing eco-friendly Environment sourcing, and
Slide 22: Rewards and recognitions
Rewards and recognitions Legacy Leader in Building Material Most trusted Top 50 Great People Superbrand 2025 Solutions” 2024 BRANDS of India Managers TM (2025) Brand of the year 2025 - Impactful CEO – ET Edge Great Place Greenpro award for Realty+ Iconic Brand Roofing & Ceiling ideas CEO Summit 2024
Slide 23: Our Partners
Driving social impact through CSR initiatives • Live Love Laugh Foundation for rural mental health program at Tangi Choudwar, Cuttack in Odisha and NTR district in Andhra pradesh • Targeting 1700+ persons with Mental Illness (PwMI)) • Till Q2, 1,000 beneficiaries identified in Tangi and 738 in NTR d
Slide 24: Awards & Accolades
Awards & Accolades Awards and accolades • Akshat Seth, MD and CEO recognized among India's Top 50 Great People Managers • Top 25 | India’s Best Workplaces™ in Manufacturing, 2025 • Top 50 I Large India's Best Workplaces Building a culture of Innovation by All, 2025 Building diverse Strengthening 480
Slide 25: BirlaNu's digital transformation journey
BirlaNu’s digital transformation journey Enablers of Digital Transformation Supply chain Customer Digitalizing key management connect & Services Capability & operations change Technology & management o Core systems digitalization Outcomes infrastructure o Agile o Platform o Digitalize core methodolo
Slide 26: BirlaNu's expanding digital footprint
BirlaNu’s expanding digital footprint 25
Slide 27: Brands and Products Overview
Brands and Products Overview 26
Slide 28: Our product range
Our product range 27 birlanu
Slide 29: Roofs
Roofs ‘Charminar’ Fiber Cement Roofs ‘Charminar’ Coloured Fiber Cement Roofs ‘Charminar Fortune’ Next Gen Eco-Friendly Fiber Cement Roofs ‘Charminar’ Ultracool Fiber Cement Roofs Installed Capacity • 1.1 million MT 28
Slide 30: Walls
Walls AAC Blocks Panels Boards Installed Capacity • Blocks 1.3 million CuM • Boards & Panels 2.3 lakh MT 29
Slide 31: Pipes
Pipes Pipes Water Tanks Fittings Installed Capacity • Pipes & Fittings 100k+ MTPA 30
Slide 32: Putty
Putty Putty Plus Coarse Putty Waterproof Putty Texture Installed Capacity • Putty 250k+ MTPA 31
Slide 33: Construction Chemicals
Construction Chemicals Epoxy and polyurethane coatings Food grade protective coatings Anti-corrosion linings Tile Adhesives Grouts Plasters Surface Cleaners Waterproofing Accessories 32
Slide 34: Floors
Floors Engineered Wood Laminates Vinyl Modular-One Installed Capacity • 15 million SQM 33
Slide 35: Strengthening brand visibility across channels and markets
Strengthening brand visibility across channels and markets 5 Cr+ views Engagement with key stakeholders 7.5 k+ TV Sports Aires 1.6 Cr+ views 55 L+ views 7.41 L+ Website visitors 10,000+ retailers connected in terms of store visibility Regions Media Digital OTT Platforms RR Coverage Covered Channels
Slide 36: Clean Coats Acquisition
Clean Coats Acquisition 35 birlanu
Slide 37: Strategic value of the Clean Coats acquisition
Strategic value of the Clean Coats acquisition Completed the 100% acquisition of Clean Coats Pvt. Limited for a total consideration of INR 110.19 Cr at an enterprise value of INR 92.5 Cr on a cash free and debt free basis, subject to adjustments on account of finalization of closing accounts of Clea
Slide 38: Q2 & H1 FY26 Results Overview
Q2 & H1 FY26 Results Overview 37
Slide 39: Message from MD & CEO
Message from MD & CEO BirlaNu’s “smart” performance in Q2 is headlined by a strong improvement in operating profitability. We grew our consolidated revenue by ~5%(YOY) to INR 810 cr with a 330 bps expansion in % EBITDA (YOY). In H1, our consolidated EBITDA is 20% higher than last year. This result h
Slide 40: Q2 FY26 highlights - Consolidated
Q2 FY26 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 5% 118% 4 774 810 -22 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 PBT (INR Cr) PAT (INR Cr) 36% 24% -49 -43 -76 -56 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Note: PBT & PAT for Q2 FY25 exclude non-operating income of INR 82 Crore and INR 71 Cr (net of ta
Slide 41: H1 FY26 highlights - Consolidated
H1 FY26 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) (1)% 20% 1,881 1,862 63 52 H1 FY25 H1 FY26 H1 FY25 H1 FY26 PBT (INR Cr) PAT (INR Cr) 20% (1)% -44 -54 -44 -44 H1 FY25 H1 FY26 H1 FY25 H1 FY26 Note: PBT & PAT for H1 FY25 exclude non-operating income of INR 82 Crore and INR 71 Cr (net
Slide 42: Q2 FY26 highlights - Standalone
Q2 FY26 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) (1)% 69% 481 479 17 10 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 PBT (INR Cr) PAT (INR Cr) 61% 69% -5 -3 -13 -11 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Note: PBT & PAT for Q2 FY25 exclude non-operating income of INR 82 Crore and INR 71 Cr (net of tax)
Slide 43: H1 FY26 highlights - Standalone
H1 FY26 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) (4)% (14)% 1,256 1,206 91 78 H1 FY25 H1 FY26 H1 FY25 H1 FY26 PBT (INR Cr) PAT (INR Cr) (26)% (22%) 45 32 33 25 H1 FY25 H1 FY26 H1 FY25 H1 FY26 Note: PBT & PAT for H1 FY25 exclude non-operating income of INR 82 Crore and INR 71 Cr (net
Slide 44: Key segment performance Q2 FY26
Key segment performance Q2 FY26 Roofs Walls Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (INR Cr) (5)% 49% 18% 50% 200 191 13 155 10 131 9 7 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Pipes and Construction Chemicals Floors Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PB
Slide 45: Financial statements – Balance Sheet
Financial statements – Balance Sheet Standalone Consolidated Particulars (INR Cr) 30.09.2025 31.03.2025 30.09.2025 31.03.2025 A) Equity & Liabilities Shareholder’s funds 1,269 1,267 1,179 1,211 Non-current liabilities 116 119 580 579 Current liabilities 612 643 1,206 1,136 Total Equity & Liabilities
Slide 46: Disclaimer
Disclaimer Cautionary statement regarding forward-looking statements This presentation may contain certain forward-looking statements relating to BirlaNu Ltd. (“BirlaNu”, or “Company”) and its future business, development and economic performance. These statements include descriptions regarding the
Slide 47: Contact Us
Contact Us Address: BirlaNu Limited Office No 1 & 2, Level 7, SLN Terminus, SY No 133, Near Botanical Gardens Gachibowli, Hyderabad, Telangana India, 500032 CIN No: L74999TG1955PLC000656 Ajay Kapadia Mit Shah / Siddharth Rangnekar Chief Financial Officer CDR India BirlaNu Limited Tel: +91 22 6645 12
Slide 48: Contact Us
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