Birlanu Limited · NSE:BIRLANU
Birlanu — Q3 FY26 Earnings Presentation
50 slides from Birlanu's earnings presentation, Feb 16, 2026
Slide 1: Stock exchange cover letter for investor presentation
Ref: BIRLANU/SE/2025-26/68 February 16, 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
Slide 2: Financial Result Presentation - Q3 & 9M FY26
Financial Result Presentation - Q3 & 9M FY26
Slide 3: Contents
Contents • Welcome to BirlaNu • About BirlaNu • Brands and Products Overview • Clean Coats Acquisition • Q3 & 9M 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: And we have begun our change journey – 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 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 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 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 24: 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 1,700+ persons with Mental Illness (PwMI)) • Till Q3, 1,000 beneficiaries identified in Tangi and 738 in NTR
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 68.0M+ View & Interactions (Across Platforms) 45.0M+ Reach (Across Platforms) Source: Meta, Linkdin and YouTube insight Data Pertaining 9M FY26 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 250k+ 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 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 Click the YouTube icon above to view the video Flagship program rewarding top distributors with Regions Media Digital OTT
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: Clean Coats Acquisition
Clean Coats Acquisition 37 birlanu
Slide 39: 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 40: Q3 & 9M FY26 Results Overview
Q3 & 9M FY26 Results Overview 39
Slide 41: Message from MD & CEO
Message from MD & CEO BirlaNu delivered robust performance during Q3, headlined by revenue growth across most segments. We grew our consolidated revenue by 7% to ₹ 858 Cr. Margins, though subdued by lower prices, showed improvement over LY across most business segments. This result, despite continue
Slide 42: Q3 FY26 highlights - Consolidated
Q3 FY26 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 7% (127)% 805 858 3 Q3 FY25 Q3 FY26 -1 Q3 FY25 Q3 FY26 PBT (INR Cr) PAT (INR Cr) (12)% (49)% -35 -51 -57 -53 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 41
Slide 43: 9M FY26 highlights - Consolidated
9M FY26 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 1% 12% 2,686 2,720 62 56 9M FY25 9M FY26 9M FY25 9M FY26 PBT (INR Cr) PAT (INR Cr) 5% (23)% -79 -106 -101 -97 9M FY25 9M FY26 9M FY25 9M FY26 Note: PBT & PAT for 9M FY25 exclude non-operating income arising from the sale of assets IN
Slide 44: Q3 FY26 highlights - Standalone
Q3 FY26 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) 7% 247% 496 529 18 5 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 PBT (INR Cr) PAT (INR Cr) 64% 51% -7 -6 -19 -11 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Note: PBT & PAT for Q3 FY26 exclude dividend income of INR 17 Crore received from Clean Coats Private
Slide 45: 9M FY26 highlights - Standalone
9M FY26 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) (1)% 0% 1,753 1,736 96 96 9M FY25 9M FY26 9M FY25 9M FY26 PBT (INR Cr) PAT (INR Cr) 2% (6%) 26 26 20 19 9M FY25 9M FY26 9M FY25 9M FY26 Note: 1) PBT & PAT for 9M FY26 exclude dividend income of INR 17 Crore received from Clean Coats Pr
Slide 46: Key segment performance Q3 FY26
Key segment performance Q3 FY26 Roofs Walls Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (INR Cr) 7% 30% 18% (4)% 217 232 14 156 6 6 11 132 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Pipes and Construction Chemicals Floors Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT
Slide 47: Financial statements – Balance Sheet
Financial statements – Balance Sheet Standalone Consolidated Particulars (INR Cr) 31.12.2025 31.03.2025 31.12.2025 31.03.2025 A) Equity & Liabilities Shareholder’s funds 1,281 1,267 1,128 1,211 Non-current liabilities 212 119 698 579 Current liabilities 642 643 1,283 1,136 Total Equity & Liabilities
Slide 48: 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 49: 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 50: Contact Us
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