Grasim Industries Ltd
Grasim Industries Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Paints business (Birla Opus) aims to exit FY '25 with high single-digit market share and expects to do better than mid-single digits (around 5%) by March 2025. Paints business aims to exit FY '25 with high single-digit market share and expects mid-teens market share in FY '26, indicating continued growth and market share gains.
From Grasim Industries Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Paints business (Birla Opus) aims to exit FY '25 with high single-digit market share and expects to do better than mid-single digits (around 5%) by March 2025.
- Next year (FY '26), the paints segment targets continued quarter-on-quarter market share gains, potentially reaching mid-teens market share levels.
- Birla Opus expects double-digit growth over the next decade, supported by new capacity plants coming online at Chamarajanagar, Mahad, and Kharagpur.
- The building materials segment (UltraTech) is on track to reach over 200 million tons per annum domestic gray cement capacity by FY '27 with improving demand across individual house building, infrastructure, and urban housing sectors.
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Profitability & Margins
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Capital Expenditure Plans
- FY '25 Capex: Nearly 90% of the capex for the Paint business is complete; 6th plant expected to be finished by Q1 FY '26, with full capex completion by Q2 FY '26.
- FY '26 Capex Guidance: Budgeting process underway; will likely be shared in Q4 FY '25 call.
- Chemicals & Specialty Fiber: ₹1,350 crores approved for Lyocell capacity expansion (specialty fiber) at Harihar plant; total capacity to increase by 110,000 tons in two phases of 55,000 tons each.
- Focus Areas: Continued capital allocation to CSF (Chemicals, Specialty Fibers) segment for growth; Paints capacity expansion is committed and will continue with no change.
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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
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Order Book & Pipeline
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Grasim Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹51.1K Cr, net profit ₹3.8K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Grasim Inds's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Frequently Asked Questions
What were Grasim Industries Ltd Q3 FY25 results?
Paints business (Birla Opus) aims to exit FY '25 with high single-digit market share and expects to do better than mid-single digits (around 5%) by March 2025. Paints business aims to exit FY '25 with high single-digit market share and expects mid-teens market share in FY '26, indicating continued growth and market share gains.
What is Grasim Industries Ltd share price analysis?
Grasim Industries Ltd currently shows a neutral. The stock trades at a P/E of 38.5 with a market cap of ₹221,086 Cr. Investors should review the full earnings analysis for detailed insights.
Is Grasim Industries Ltd planning capital expenditure?
FY '25 Capex: Nearly 90% of the capex for the Paint business is complete; 6th plant expected to be finished by Q1 FY '26, with full capex completion by Q2 FY '26.
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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.