Birlanu Limited · NSE:BIRLANU
Birlanu — Q4 FY26 Earnings Presentation
51 slides from Birlanu's earnings presentation, May 13, 2026
Slide 1: Cover letter to stock exchanges
Ref: BIRLANU/SE/2026-27/08 May 13, 2026 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 Pres
Slide 2: Financial Result Presentation - Q4 & FY26
Financial Result Presentation - Q4 & FY26
Slide 3: Contents
Contents • Welcome to BirlaNu • About BirlaNu • Brands and Products Overview • Clean Coats Acquisition • Q4 & 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: HIL is now BirlaNu
And we have begun our change journey – HIL is now BirlaNu Click the YouTube icon above to view the video 7
Slide 9: 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 10: About BirlaNu
About BirlaNu 9 birlanu
Slide 11: 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 10
Slide 12: CKA Birla Group - Industry clusters & key companies
CKA Birla Group - Industry clusters & key companies Technology and Automotive Home and Building Healthcare Education 11
Slide 13: 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 12
Slide 14: Our vision
Our vision “To be a leading global provider of innovative, sustainable Home & Building solutions” 13
Slide 15: 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 16: 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 15
Slide 17: 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 18: 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 19: 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 20: Experienced leadership team
Experienced leadership team • Over 2 decades of professional experience • More than 3 decades of experience in with JSW Steel, International Paper & NCL manufacturing IT & consulting across Industries Orient Cement, MYK Laticrete, Virtusa, Deloitte, Intelligroup Asia & Mukund • Expertise in Procurem
Slide 21: 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 20
Slide 22: 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 23: Rewards and recognitions
Rewards and recognitions Most Trusted Brands of Best Plastics & Polymers Top 50 Great People Superbrands 2025 BW Excel Awards 2026 India 2026 Brand 2026 (ET) - Marksmen Daily Managers TM (2025) Brand of the year 2025 - Great Place Greenpro award for Realty+ Iconic Brand award Roofing & Ceiling ideas
Slide 24: Empowering Communities through Skills and Mental Health Interventions
Empowering Communities through Skills and Mental Health Interventions • Implemented a rural mental health program at Tangi and Kondapalli in RURAL partnership with The Live Love Laugh MENTAL Foundation HEALTH BY LIVE LOVE LAUGH • Supported over 3,600 beneficiaries through FOUNDATION access to psychi
Slide 25: 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 26: 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 27: BirlaNu's expanding digital footprint
BirlaNu’s expanding digital footprint 26
Slide 28: Brands and Products Overview
Brands and Products Overview 27
Slide 29: Our product range
Our product range 28 birlanu
Slide 30: 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 29
Slide 31: Walls
Walls AAC Blocks Panels Boards Installed Capacity • Blocks 1.3 million CuM • Boards & Panels 2.4 lakh MT 30
Slide 32: Pipes
Pipes Pipes Water Tanks Fittings Installed Capacity • Pipes & Fittings 100k+ MTPA 31
Slide 33: Putty
Putty Putty Plus Coarse Putty Waterproof Putty Texture Installed Capacity • Putty 210k+ MTPA 32
Slide 34: Construction Chemicals
Construction Chemicals Epoxy and polyurethane coatings Food grade protective coatings Anti-corrosion linings Tile Adhesives Grouts Plasters Surface Cleaners Waterproofing Accessories 33
Slide 35: Floors
Floors Engineered Wood Laminates Vinyl Modular-One Installed Capacity • 15 million SQM 34
Slide 36: Strengthening brand visibility across channels and markets
Strengthening brand visibility across channels and markets Regions PAN India Covered Media 10 regional news Channels channels across key Covered markets Digital Platforms Covered OTT Platforms Covered Several RR Coverage featured leading online publications Click the YouTube icon on the image to vie
Slide 37: Parador strengthens brand visibility among top architects at FOAID event
Parador strengthens brand visibility among top architects at FOAID event • BirlaNu Parador participated as the exclusive wooden flooring partner at FOAID events in Delhi and Mumbai, reinforcing its positioning within the premium design ecosystem. • Parador booth attracted 400+ architects and interio
Slide 38: Customer engagement and brand promotion at key industry events
Customer engagement and brand promotion at key industry events PLAST INDIA 2026 PLUMBEX India 2026 Poultry Expo • India’s largest triennial plastics industry • India’s flagship exhibition for plumbing, • Leading platform for poultry infrastructure & exhibition, covering the entire polymer value wate
Slide 39: Clean Coats Acquisition
Clean Coats Acquisition 38 birlanu
Slide 40: Strategic value of the Clean Coats acquisition
Strategic value of the Clean Coats acquisition Company Snapshot Strategic Growth Levers Founded in Products Revenue (FY25) Portfolio New growth 1999 275+ Specialty INR 52 Cr Premiumization R&D Excellence coating solutions expansion platforms 275+ products in Specialized In-house R&D Unlocks potentia
Slide 41: Q4 & FY26 Results Overview
Q4 & FY26 Results Overview 40 birlanu
Slide 42: Message from MD & CEO
Message from MD & CEO FY26 was a landmark year for us as we transitioned from HIL to BirlaNu. This updated brand architecture unified the full breadth of our offerings across Pipes, Construction Chemicals, Putty, Roofs, Walls and Floors under BirlaNu. The year also marked continued progress in resha
Slide 43: Q4 FY26 highlights - Standalone
Q4 FY26 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) 8% 143% 625 44 581 18 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY26 EBITDA includes dividend income of INR 5 Cr received from Clean Coats Private Limited. PBT (INR Cr) PAT (INR Cr) (98)% (151)% -10 -12 -23 -25 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26
Slide 44: FY26 highlights - Standalone
FY26 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) 2% 39% 2,390 2,427 146 105 FY25 FY26 FY25 FY26 FY26 EBITDA includes dividend income of INR 22 Cr received from Clean Coats Private Limited and non-operating income arising from the sale of assets INR 7 Cr. PBT (INR Cr) PAT (INR Cr) (126)%
Slide 45: Q4 FY26 highlights - Consolidated
Q4 FY26 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 9% (94)% 929 1,010 32 2 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY26 EBITDA includes a one-time severance pay provision of INR 19 Cr. PBT (INR Cr) PAT (INR Cr) 22% 10% -15 -25 -22 -20 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Note: PBT and PAT for
Slide 46: FY26 highlights - Consolidated
FY26 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 3% (27)% 3,615 3,730 88 64 FY25 FY26 FY25 FY26 FY26 EBITDA includes non-operating income arising from the sale of assets INR 7 Cr and a one-time severance pay provision of INR 19 Cr. PBT (INR Cr) PAT (INR Cr) (167)% (263)% -43 -33 -116
Slide 47: Key segment performance Q4 FY26
Key segment performance Q4 FY26 Roofs Walls Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (INR Cr) 8% 30% 14% 28% 254 275 19 161 8 14 141 6 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Pipes and Construction Chemicals Floors Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT
Slide 48: Financial statements – Balance Sheet
Financial statements – Balance Sheet Standalone Consolidated Particulars (INR Cr) 31.03.2026 31.03.2025 31.03.2026 31.03.2025 A) Equity & Liabilities Shareholder’s funds 1,193 1,230 1,110 1,211 Non-current liabilities 254 158 670 579 Current liabilities 751 774 1,290 1,136 Total Equity & Liabilities
Slide 49: 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 50: 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 51: Contact Us
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