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Grasim Industries Ltd

Q4 FY25Cement & Cement Products

Grasim Industries Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management said on revenue, margins and capex.

Price₹3,308
Market cap₹2.2L Cr
P/E38.5
Updated23 Aug 2026
Read3 min read

The short version

FY'26 paint market growth expected to be low single-digit; overall market currently slow (Rakshit Hargave, p.16-17). FY '26 market growth for paints expected to remain low single-digit, reflecting a slow market outlook (Rakshit Hargave, p.16-17).

From Grasim Industries Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY'26 paint market growth expected to be low single-digit; overall market currently slow (Rakshit Hargave, p.16-17).
  • Industry likely to return to double-digit volume demand growth as price stabilization occurs and consumer preference shifts to mid- and premium-quality products (Himanshu Kapania, p.17).
  • Birla Opus aims for double-digit market share in FY'26; ₹10,000 crore revenue target within 3 years of full-scale operation (Rakshit Hargave, p.9, 15).
  • Chemicals division expects at least equal to, possibly above market growth next year due to improved plant utilization and market expansion (Jayant Dhobley, p.16).

2 more points from Grasim Industries Ltd's call on revenue

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Profitability & Margins

See what Grasim Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Lyocell project approved with a capacity of 55,000 tonnes per annum is underway.
  • Debottlenecking projects ongoing at Harihar (pulp capacity), Vilayat, and Nagda plants, progressing well.
  • Minor capacity increase in viscose fibre expected by H1 FY'26.
  • Paints business backed by ₹10,000 crore long-term investment committed by Grasim board.

2 more points from Grasim Industries Ltd's call on capex

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Top-ranked in Cement & Cement Products

Ranked on what management guided this quarter

Guidance-ranked
1J K Cements
Rev 2Mar 3
2Sanghi Industries Ltd
Rev 3Mar 1
3
Rev 3Mar 3
4
Rev 3Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Grasim Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Relevant insights include: - The Birla Pivot B2B e-commerce platform is growing rapidly, with a strong catalog and expanding customer base, indicating increasing order flow. - The Paints business (Birla Opus) is scaling up distribution and capacity, with capacity utilization improving and expectations for continued growth. - Chemicals division is overcoming technical plant issues, expecting capacity utilization to improve, which may lead to higher order fulfillment.

Grasim Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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

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Frequently Asked Questions

What were Grasim Industries Ltd Q4 FY25 results?

FY'26 paint market growth expected to be low single-digit; overall market currently slow (Rakshit Hargave, p.16-17). FY '26 market growth for paints expected to remain low single-digit, reflecting a slow market outlook (Rakshit Hargave, p.16-17).

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?

Lyocell project approved with a capacity of 55,000 tonnes per annum is underway.

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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.