Grasim Industries shares jump over 3% as firm records all-round growth in Q1; check all segment-wise earnings details

The Aditya Birla Group firm on Friday reported a rise of 32% in consolidated net profit at ₹1,419 crore for the quarter ended June 30, 2025, as compared to ₹1,075 crore in the corresponding quarter of the previous fiscal year.

Its revenue from operations also increased 16% to ₹40,118 crore during the quarter under review compared to ₹34,610 crore in the same period of the last year. The growth was driven by all-round growth across key businesses.

On the operation level, Grasim’s earnings before interest, taxes, depreciation, and amortisation (EBITDA) grew 37% to ₹6,087 crore in the reporting quarter as against ₹4,438 crore in Q1 FY25.

The margin expanded to 15.17% in Q1 FY26 in contrast to 12.8% YoY.

Meanwhile, on a standalone basis, Grasim’s net loss widened to ₹118 crore in Q1 FY26 as against ₹52 crore in the same period in the previous fiscal year. The standalone revenue for Q1 FY26 stood at ₹9,223 crore, up 34% YoY, led by high growth from new businesses.

Last seen, the stock was trading at ₹2,750 per share, jumping 2.17% on the National Stock Exchange. It was one of the top contributors on the NIFTY50 index.

Grasim's revenue from its Cellulosic Fibre business in the June quarter was up 7% year-on-year (YoY) to ₹4,043 crore. China operating rates stood flat YoY at 82% in Q1FY26, though they were lower compared to 87% in Q4FY25 due to seasonality and subdued demand conditions.

“Average inventory holding increased to two-year high levels of 20 days compared to an average of 11 days in FY25. This has led to a correction in CSF prices at an average of $1.52/kg in Q1FY26, down 7% YoY,” the company said in a statement.

Its revenue from the chemicals business rose 16% to ₹2,391 crore in the June quarter, driven by higher volume and improved realisation in caustic soda and better profitability of chlorine derivatives.

The building materials segment reported revenue growth of 22% YoY to ₹23,733 crore, led by growth across cement, paints and B2B e-commerce businesses.

B2B e-commerce business Birla Pivot's growth momentum continues, driven by a robust addition of new customers coupled with healthy repeat orders. “The revenue grew by a high single digit on a QoQ basis, despite a monsoon-led slowdown affecting the demand in the sector. The business remains on track to achieve revenue of ₹8,500 crore ($1 billion) by FY27,” Grasim said in a statement.

Grasim's 'Building Materials' comprises its cement business UltraTech, its newly launched paints business and its B2B e-commerce business Birla Pivot.

Consolidated sales volumes of the cement business were up by 10% YoY to 36.83 MT, and ready-mix concrete sales volumes grew by 20% YoY.

The decorative paints business, Birla Opus, reported double-digit revenue growth on a QoQ basis. The Paint distribution network has now expanded to over 8,000 towns, the firm said.

Revenue from the financial services segment—Aditya Birla Capital Ltd (ABCL)—was up 8% YoY to ₹9,488 crore. The overall lending portfolio (NBFC and HFC) increased by 30% YoY to ₹1,65,832 crore. The total AUM (AMC, life insurance and health insurance) grew by 20% YoY to ₹5,53,504 crore.

Revenue from its other business, which includes textiles, renewables and insulators, stood at ₹865 crore, and EBITDA stood at ₹154 crore.

Grasim’s capital expenditure for Q1 FY26 was at ₹480 crore. The board has approved capital expenditure of ₹2,263 crore for FY26.