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Birla Corporation Q2 FY27 Share Price & Earnings Call Analysis

₹776.30-1.73% today
Market cap
₹5,981 Cr
P/E
10.74
ROE
7.83%
PEG
0.08
Price to sales
0.62
Debt to equity
0.46
52W high / low
₹1,217 / ₹776
Sales growth (5Y)
7.31%
EBITDA margin
14.72%
Net profit margin
5.83%
Promoter holding
62.90%
Sales (last year)
₹9,848 Cr

Birla corporation It is a company of M.P Birla Group. The Co is engaged in the manufacturing of cement of various kinds and also has a presence in the jute goods industry. [1]

Guidance scorecard · Q2 FY27 call

What Birla Corporation Ltd's management guided
and where it ranks in Cement & Cement Products

#15of 17 in
Cement & Cement Products
Revenue0–10%MarginsFlatCapexPlannedFundraisingPlannedOrder bookWhat management said

RevenueQ1 FY27 call

0–10%
  • The company is maintaining its earlier growth guidance and is optimistic about achieving growth in volumes and sales revenue.
  • No deferral of capacity expansion plans; currently operating at over 90% capacity, indicating no constraint for growth.
  • Expansion plans are on track, with significant capacity additions expected by FY29 (targeting 27.6 million tons).
  • Capex guidance is maintained at INR900 crores for the current year, with substantial increases anticipated next year.
  • The company expects to see incremental demand absorb higher capacity additions in FY28 despite competitive pressures.

2 more points from Birla Corporation Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Birla Corporation Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Capex for the current financial year is guided at INR 900 crores.
  • The Kundanganj Line 2 grinding unit has started, and full benefits are expected this year.
  • Ongoing expansions target adding 6.2 million tons capacity by FY29 with an estimated total capex of around INR 4,800 crores; actual spending so far is minimal as major orders are yet to be placed.
  • Plans indicate a significant capex increase next year compared to the current year.
  • WHRS capacity is currently around 43-44 MW, with plans to increase to about 50 MW, plus additional 17-18 MW from Maihar Line 2.

2 more points from Birla Corporation Ltd's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

Planned

See what Birla Corporation Ltd said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Ask what Birla Corporation Ltd said on the order book →

Full Q1 FY27 analysis
Full Cement & Cement Products ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Cement & Cement Products
on management's own guidance

  1. BIGBLOC Const.Good growth
    2
  2. Strong growth
    1
  3. J K Cements LtdGood growth
    3
See all potential multibaggersWhere does Birla Corporation Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Cement & Cement Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹1.99L Cr34.6
2BIGBLOC Const.20–40%Up 2%+₹613 Cr364.4
3J K Cements Ltd20–40%Flat₹37,843 Cr38.8
410–20%Up 2%+₹1,289 Cr—
510–20%Flat₹3.21L Cr37.3
610–20%Flat₹83,058 Cr50.9

Sign up free to see every company in the sector ranking and track Birla Corporation Ltd.

Pro shows every company guiding 40%+ revenue growth →Full Cement & Cement Products ranking

Financials of Birla Corporation Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Birla Corporation Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +62.90%62.90%62.90%62.90%62.90%62.90%62.90%62.90%62.90%62.90%62.90%62.90%
FIIs +6.45%6.79%5.99%5.46%5.60%6.27%7.05%6.70%6.54%6.26%6.13%5.99%
DIIs +16.17%15.60%16.26%16.20%16.24%15.60%15.55%15.79%15.49%16.72%16.97%16.56%
Public +14.48%14.70%14.84%15.44%15.24%15.23%14.50%14.60%15.09%14.12%14.00%14.55%
No. of Shareholders95,7291,11,0961,23,6251,41,0001,45,3151,39,4851,27,3551,23,0731,20,30693,94288,70587,063

Financials of Birla Corporation Ltd

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +2,2862,3102,6542,1901,9532,2572,8152,4542,2072,1592,8362,6462,415
Expenses +1,9971,9322,1821,9321,7752,0092,2812,1071,9021,8662,3262,3042,188
Operating Profit289378472258177248534347305293510342228
OPM %13%16%18%12%9%11%19%14%14%14%18%13%9%
Other Income +271633171715103227-15672326
Interest95978286858373716765626763
Depreciation143145150146145139142131134133134142138
Profit before tax7715327344-36413281771318038015652
Tax %24%29%29%26%-29%25%22%33%31%34%23%26%28%
Net Profit +5810919333-2531257120905329511637
EPS in Rs7.5814.1725.114.24-3.274.0533.3215.5311.756.8538.2815.034.87

Financials of Birla Corporation Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +3,2103,2684,3485,7306,5496,9166,7857,4618,6829,6569,2149,65610,057
Expenses +2,9082,9823,7244,9225,6005,5695,4346,3517,8988,2167,9948,2018,684
Operating Profit3022866248089491,3471,3521,1107851,4401,2211,4551,373
OPM %9%9%14%14%14%19%20%15%9%15%13%15%14%
Other Income +14314613962787428671079056110100
Interest7882277378371388296243339372327264258
Depreciation154149256332339352371397510578572532548
Profit before tax21320123016031768271353843580378769668
Tax %18%17%5%4%19%26%12%26%6%27%22%27%
Net Profit +17516821915425650563039940421295558501
EPS in Rs22.7621.7828.5019.9933.2065.6081.8351.765.2654.6138.3472.4165.03
Dividend Payout %26%28%23%33%23%11%12%19%48%18%26%17%

Financials of Birla Corporation Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital777777777777777777777777
Reserves2,5502,8483,2094,2034,4184,7295,4095,9725,9046,5976,9387,288
Borrowings +1,3021,2814,2554,1304,0494,2824,1464,3264,4623,9033,4893,391
Other Liabilities +1,0661,0232,1572,6642,7873,0873,2683,4883,6463,8803,8583,795
Total Liabilities4,9955,2299,69811,07511,33212,17512,90113,86314,08914,45814,36114,550
Fixed Assets +1,9282,0336,3627,3687,2637,3267,3247,5779,8439,7909,5359,558
CWIP123638057629141,6042,1052,551358481560471
Investments1,3091,6905646728778367521,0098671,2871,4521,646
Other Assets +1,6361,4431,9662,2722,2772,4102,7202,7263,0212,9002,8142,875
Total Assets4,9955,2299,69811,07511,33212,17512,90113,86314,08914,45814,36114,550

Financials of Birla Corporation Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +2822496778051,0641,3411,3281,0398051,6201,669950
Cash from Investing Activity +-11-11-982-234-543-1,184-582-775-365-700-886-496
Cash from Financing Activity +-265-202280-555-535-201-702-270-318-970-823-443
Net Cash Flow636-2415-14-4445-6122-50-3912
Free Cash Flow68854735296613555262631791,0951,226483
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit108%99%117%106%117%103%105%99%109%118%143%77%

Financials of Birla Corporation Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days101111121513151514161312
Inventory Days428343339301303313301288360228263281
Days Payable12398198224243208218264307200230221
Cash Conversion Cycle3142551528975118993867434672
Working Capital Days3101715-1-18001-10-22-18
ROCE %6%7%7%7%8%12%12%8%4%9%7%10%

Guidance history

How Birla Corporation Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →0–10%FlatPlannedPlanned—
Q4 FY26 call →0–10%FlatPlannedPlanned—
Q3 FY26 call →0–10%FlatPlanned——
Q2 FY26 call →10–20%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

13out of 100

Momentum score · price trend

13 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−35.0%18%
Last 6 months−14.6%30%
Last 3 months−12.8%37%

The price is 54.8% below its all-time high of ₹1,717.7 (16 Feb 2024). Stocks more than 20% below their peak have their score halved, so 27 became 13.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Birla Corporation Ltd: 0.4 × 18 + 0.4 × 30 + 0.2 × 37 = 27, halved to 13 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 30 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Birla Corporation Ltd's management said in earlier quarters

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