Slide 1: Exchange filing cover letter for revised investor presentation
Ref: BIRLANU/SE/2025-26/15 May 20, 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: Revised Inves
Slide 2: Financial Results Presentation Q4 & FY25
Financial Results Presentation Q4 & FY25
Slide 3: Contents
Contents • Welcome to BirlaNu • About BirlaNu • Brands and Products Overview • Q4 and FY25 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$3.0 billion 35,000 values, conglomerate employees trust-based relationships 52 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 Home to leading 32 manufacturing Sales presence points. 3,600+ brands across Roofs, facilities globally. across 80+ distributors/ Walls, and Floors, Digitally-enabled countries. stockists.
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 India Manufacturing Units Germany Austria Roofs Haryana Uttar Pradesh Bihar Gujarat Jharkhand Walls Odisha Maharashtra Telangana Andhra Pradesh Pipes 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 Superbrand 2025 Solutions” 2024 BRANDS of India 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: Our Partners / CSR Initiatives
CSR Initiatives 29,880+ beneficiaries; 100% vulnerable/ marginalized group • Live Love Laugh Foundation for rural mental health program at Tangi, Cuttack in Odisha, NTR Dist.(Kondapalli) in AP, Rangareddy Dist.(Thimmapur) in Telangana Our Partners • Child Survival India for mobile medical unit at 12
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 • India's Best Companies to Work for 2024: Ranked #12 in India 94 93 94 82 86 • Best Workplaces in Asia™ in 2024: Ranked # 41 in Asia 77 Rank Rank • Best in industry: Cement & Building Materials, 2024 Rank 27th
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: Our social media presence
Our social media presence BirlaNu birlanu_buildyourworld BirlaNu BirlaNu 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 1.1 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 Featured in ACE Update magazine Jan edition Won the Inex Realty+ Best Brand of the Year 2025 award for AAC blocks under the concrete category. Amber Feedback surveys were sent to 72 customers, with a 28% response rate. Key Events : Rachna Expo(Nagpur) , Sthyapatya (G
Slide 36: Q4 & FY25 Results Overview
Q4 & FY25 Results Overview 35 birlanu
Slide 37: Message from MD & CEO
Message from MD & CEO HIL is now BirlaNu. This transformation represents our collective aspiration to be a leading global provider of innovative, sustainable Home & Building solutions. It is a strategic evolution that underscores our commitment to innovation, sustainability and a customer-first appr
Slide 38: FY25 Highlights - Consolidated
FY25 Highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 7% (43)% 3,375 3,615 154 88 FY24 FY25 FY24 FY25 PBT (INR Cr) PAT (INR Cr) (222)% (195)% 36 35 -43 -33 FY24 FY25 FY24 FY25 Note: PBT & PAT includes non-operating income of INR 82 Crore in FY25 and INR 37 Crore in FY24 on account of sale
Slide 39: Q4 FY25 Highlights - Consolidated
Q4 FY25 Highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 9% 14% 852 929 32 805 28 3 Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25 Q4 FY25 PBT (INR Cr) PAT (INR Cr) (572)% (22364)% -3 -1 -20 -25 -51 -35 Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25 Q4 FY25 38
Slide 40: FY25 Highlights - Standalone
FY25 Highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) 4% (32)% 2,231 2,310 175 119 FY24 FY25 FY24 FY25 PBT (INR Cr) PAT (INR Cr) (19)% (12)% 133 103 108 91 FY24 FY25 FY24 FY25 Note: PBT & PAT includes non-operating income of INR 82 Crore in FY25 and INR 37 Crore in FY24 on account of sale of
Slide 41: Q4 FY25 Highlights - Standalone
Q4 FY25 Highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) 4% (14)% 534 557 27 496 23 5 Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25 Q4 FY25 PBT (INR Cr) PAT (INR Cr) (85)% (108)% 4 5 1 -1 -19 -11 Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25 Q4 FY25 40
Slide 42: Key segment performance
Key segment performance Roofing Solutions Building Solutions Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (INR Cr) (1)% (20)% (1)% (1)% 1,147 1,134 136 545 539 27 27 109 FY24 FY25 FY24 FY25 FY24 FY25 FY24 FY25 Polymer Solutions Flooring Solutions Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr)
Slide 43: Financial statements – Balance Sheet
Financial statements – Balance Sheet Standalone Consolidated Particulars (INR Cr) 31.03.2025 31.03.2024 31.03.2025 31.03.2024 A) Equity & Liabilities Shareholder’s funds 1,267 1,191 1,211 1,253 Non-current liabilities 119 162 579 628 Current liabilities 643 599 1,136 862 Total Equity & Liabilities 2
Slide 44: 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 45: 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 46: Contact Us
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