NSE: BIRLANU · BSE: 509675 · ISIN INE557A01011
BirlaNu Limited stock analysis
BirlaNu Limited ranks #3832 in the TickerSutra evidence-ranked universe with a score of 37/100 and 95% data confidence. The latest captured fundamentals show ROCE of -4.3%, quarterly sales growth of 11.6% and quarterly profit growth of 812.1%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 11.9×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- Extreme base-effect growth requires manual validation
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹3,520cr | ₹391cr | ₹210cr | 11.0% |
| 2023 | ₹3,479cr | ₹224cr | ₹97cr | 6.0% |
| 2024 | ₹3,375cr | ₹125cr | ₹35cr | 3.7% |
| 2025 | ₹3,615cr | ₹60cr | ₹-33cr | 1.7% |
| 2026 | ₹3,730cr | ₹10cr | ₹-120cr | 0.2% |
| TTM | ₹3,852cr | ₹43cr | ₹-109cr | 1.1% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
BirlaNu Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineBirlanu Ltd - 509675 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationBSE · 18 Sept 2026Intimation of schedule of Analyst/Institutional Investor(s) Meeting
MANAGEMENT COMMENTARY
Signals from filed documents
I will start with Roofs business, which has delivered another excellent quarter with revenue growth of 70% and market share gain of about 100 basis points. EBITDA margin improved by 390 basis points to 18.2%, supported by stronger realization, improved volume sales and favourable operating leverage. The Walls business reported 14% revenue growth with healthy volume expansions across categories, improved realizations,
1,174 crores, while EBITDA increased by 35% to Rs. I will start with Roofs business, which has delivered another excellent quarter with revenue growth of 70% and market share gain of about 100 basis points. EBITDA margin improved by 390 basis points to 18.2%, supported by stronger realization, improved volume sales and favourable operating leverage.
This quarter there was again sharp decline in prices, which led to decline in volumes and I think that is been a trend reported by all industry players. So, the numbers you see this quarter are somewhat impacted by the volume decline that has happened. Page 23 of 24 BIRLANU LTD’S Q1 FY27 EARNINGS CALL TRANSCRIPT But we believe this is a transient phenomenon and as we enter into Q2, there are strong indications that h
Beyond our operating performance, we also advanced several strategic and financial initiatives during the quarter. During the quarter, the Board has approved the establishment of a greenfield designer board manufacturing facilities in Hyderabad with an estimated capital outlay of Rs. This investment expands our manufacturing footprint in the premium board segment and further strengthen our position in a margin accret
5 crores in the corresponding quarter last year. The decline in profitability primarily reflects elevated raw material costs, onetime SAP migration expense and certain plant maintenance and refurbishment activities that were advanced to the first quarter from subs equent quarters. These timing -related costs are expected to normalize in the second half of the year, supporting an improvement in profitability.
As you can see, margins have improved by about 410 basis points over last year. This is headlined by the Pipe segment, where our margins expanded by 660 basis points, nearly 7%, and Roofs by nearly 4%. With double-digit margins and growth, this quarter demonstrates our stated objective of value -building growth.
Page 4 of 24 BIRLANU LTD’S Q1 FY27 EARNINGS CALL TRANSCRIPT Profitability was impacted due to cost pressures and less than projected revenue trajectory. We are confident of an improved margin profile for the rest of the year with a slew of value enhancement initiatives in place, including a focused cost -out program being led by BCG. You recall, last year, we had done a similar program with BCG for the India business
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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