Birla Corporation Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹2,836Cr
- +0.7% YoY
- +31.4% QoQ
- Net profit
- ₹295Cr
- +14.8% YoY
- +456.6% QoQ
- Margin
- 18%
- −1 pp YoY
- +4 pp QoQ
Guidance rank: #16 of 17 in Cement & Cement Products
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Birla Corporation Ltd Q4 FY26 key numbers
- Revenue
- Volume growth largely driven by new capacity at Kundanganj (1.4 million tons) and some headroom in Mukutban.
As stated in Birla Corporation Ltd's Q4 FY26 earnings call transcript · published 14 Jun 2026. Reported figures, not investment advice.
The short version
Birla Corporation expects mid-single digit volume growth in FY '27, aiming close to 20 million tons. Birla Corporation expects mid-single-digit volume growth (around 7%) in FY27, aiming close to 20 million tons.
From Birla Corporation Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Birla Corporation expects mid-single digit volume growth in FY '27, aiming close to 20 million tons.
- Volume growth largely driven by new capacity at Kundanganj (1.4 million tons) and some headroom in Mukutban.
- No aggressive capacity expansions announced; focus on optimizing existing lines like Maihar Line-II to increase capacity to 27.5 million tons by FY '29.
- Price hike of approximately INR50 per ton in April FY '27 anticipated.
2 more points from Birla Corporation Ltd's call on revenue
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Profitability & Margins
Birla Corporation expects mid-single-digit volume growth (around 7%) in FY27, aiming close to 20 million tons.
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Capital Expenditure Plans
- Current capex: INR 900 crores planned for FY '27.
- Ongoing capex program to increase capacity from 21.5 to 27.5 million tons by FY '29.
- Total capex for capacity addition from 21.5 to 27.5 million tons estimated at INR 4,753 crores (including GST), net of GST approx. INR 4,300 crores.
- Capacity commissioning timeline: all additions expected by FY '29, some at beginning and some toward the end of the year.
- No major aggressive capacity expansions or new acquisitions beyond Maihar Line-II and linked grinding units.
- Focus on optimizing waste heat recovery systems including new plants (ex: Maihar Line-II).
- Around 25 to 30 megawatt solar/hybrid capacity planned in next 1-2 years.
- No plans for strategic investors in jute business, but waiting for positive policy changes.
2 more points from Birla Corporation Ltd's call on capex
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Top-ranked in Cement & Cement Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
Birla Corporation currently has a capex plan involving INR4,000 to INR4,500 crores primarily funded…
Locked: what Birla Corporation Ltd said on fundraising
Also locked on this page: margins, order book
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Order Book & Pipeline
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Birla Corporation Ltd — Quarterly revenue & net profit
Birla Corporation Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 2,836 | 2,815 | +0.7% | 2,159 | +31.4% |
| Operating profit (EBITDA) | 510 | 534 | -4.5% | 293 | +74.1% |
| Operating margin | 18% | 19% | -1 pp | 14% | +4 pp |
| Profit before tax | 380 | 328 | +15.9% | 80 | +375% |
| Net profit (PAT) | 295 | 257 | +14.8% | 53 | +456.6% |
| EPS (₹) | 38.28 | 33.32 | +14.9% | 6.85 | +458.8% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹2.4K Cr, net profit ₹37 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Birla Corporation's management said in earlier quarters
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Standalone: ₹2,618.32 Crores, up 9% YoY (from ₹2,404.90 Crores in 4QFY25) (Page 14) . Key concall takeaways from The Ramco Cements Ltd's Q4 FY26 earnings call…
- Shree Cement (Q4 FY26)
11% volume growth was recorded in Q4 FY26, signaling positive short-term momentum (Page 17). Key concall takeaways from Shree Cement's Q4 FY26 earnings call…
- Orient Cement (Q4 FY26)
Capex moderated to INR6,000-6,500 crores in FY '27, emphasizing organic growth, stabilization of acquired assets, and selective capacity expansions. Key…
Potential multibaggers · Q2 FY27
Potential multibaggers in Cement & Cement Products
on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Birla Corporation Ltd Q4 FY26 results?
Birla Corporation expects mid-single digit volume growth in FY '27, aiming close to 20 million tons. Birla Corporation expects mid-single-digit volume growth (around 7%) in FY27, aiming close to 20 million tons.
What is Birla Corporation Ltd share price analysis?
Birla Corporation Ltd currently shows a neutral. The stock trades at a P/E of 12.5 with a market cap of ₹6,969 Cr. Investors should review the full earnings analysis for detailed insights.
Is Birla Corporation Ltd planning capital expenditure?
Current capex: INR 900 crores planned for FY '27. - Ongoing capex program to increase capacity from 21.5 to 27.5 million tons by FY '29. - Total capex for capacity addition from 21.5 to 27.5 million tons estimated at INR 4,753 crores (including GST), net of GST approx.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
