Birlanu Limited · NSE:BIRLANU
Birlanu — Q1 FY26 Earnings Presentation
44 slides from Birlanu's earnings presentation, Aug 5, 2025
Slide 1: Stock exchange cover letter for investor presentation
Ref: BIRLANU/SE/2025-26/37 August 5, 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 Pr
Slide 2: Financial Result Presentation - Q1 FY26
Financial Result Presentation - Q1 FY26
Slide 3: Contents
Contents • Welcome to BirlaNu • About BirlaNu • Brands and Products Overview • Q1 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 we are?
Who we are ? 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 32 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 experience across sectors • More than 3 decades of experience in including automobiles, FMCG, telecom, and manufacturing IT & consulting across lifestyle décor (paints) with Aditya Birla, Kansai Orient Cement, MYK Laticrete, Virtusa, Nerolac Paints, Ai
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 Roofing & Ceiling ideas CEO Summit 2024 to Work 2023-25 21
Slide 23: Driving social impact through CSR initiatives
Driving social impact through CSR initiatives Projects undertaken in FY26 Our Partners • Live Love Laugh Foundation for rural mental health program at Tangi Choudwar, Cuttack in Odisha and NTR Dist. in AP (targeting 1500+ Persons with Mental Illness (PwMI)) – Covered 157 in Q1 • Skill Development pa
Slide 24: Ranked #12 GPTW in India & amongst Top 50 in Asia
Ranked #12 GPTW in India & amongst Top 50 in Asia Trust Index Score Awards and accolades 94 93 94 82 86 77 Rank Rank • Akshat Seth recognized among India's Top 50 Great People 27th 12th Rank Managers 57th Rank • Top 25 | India’s Best Workplaces™ in Manufacturing, 2025 Rank 55th 67th • Top 50 I Large
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 38.2M+ Views & Interactions (across platforms) 7.7M+ Follower Growth Reach (across platforms) (across platforms) * Source: Meta & LinkedIn Insight. Data pertaining FY24 Q4 Jan-Mar ’25 & FY25 Q1 Apr-June ’25. 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 Tile Adhesives Grouts Plasters Surface Cleaners Accessories 32
Slide 34: Floors
Floors Engineered Wood Laminates Vinyl Modular-One Installed Capacity • 15 million SQM 33
Slide 35: Engagement with key stakeholders
Engagement with key stakeholders 1st time ever 200+ Key channel partners across all the businesses Comprehensive product display showcasing the wide array across categories under one brand creating synergy Revealed the new brand identity and vision of the new identity 34
Slide 36: Q1 FY26 Results Overview
Q1 FY26 Results Overview 35 birlanu
Slide 37: Message from MD & CEO
Message from MD & CEO Q1 has been a testing quarter for BirlaNu, as it has been for the industry both in India and in our global markets. Weak demand, early onset of monsoon, pressure on input prices and excess capacity resulted in both volume and price headwinds across most of our product categorie
Slide 38: Q1 FY26 highlights - Standalone
Q1 FY26 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) (6)% (25)% 775 728 81 557 61 23 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 PBT (INR Cr) PAT (INR Cr) (34)% (34)% 58 43 38 28 1 -1 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 37
Slide 39: Q1 FY26 highlights - Consolidated
Q1 FY26 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) (5)% (21)% 1,107 1,052 74 929 59 32 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 PBT (INR Cr) PAT (INR Cr) (110)% (76)% 21 13 5 -1 -20 -25 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 38
Slide 40: Key segment performance
Key segment performance Roofs Walls Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (INR Cr) (5)% (22)% 2% (56)% 463 442 75 135 138 7 59 3 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Pipes and Construction chemicals Floors Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (IN
Slide 41: Financial statements – Balance Sheet
Financial statements – Balance Sheet Standalone Consolidated Particulars (INR Cr) 30.06.2025 31.03.2025 30.06.2025 31.03.2025 A) Equity & Liabilities Shareholder’s funds 1,295 1,267 1,233 1,211 Non-current liabilities 115 119 600 579 Current liabilities 608 643 1,101 1,136 Total Equity & Liabilities
Slide 42: 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 43: 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 44: Contact Us
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