Birlanu Limited · NSE:BIRLANU
Birlanu — Q2 FY27 Earnings Presentation
52 slides from Birlanu's earnings presentation, Nov 2, 2026
Slide 1: Exchange intimation letter for investor presentation
Ref: BIRLANU/SE/2026-27/48 November 2, 2026 To To BSE Limited National Stock Exchange of India Limited P.J. Towers, Dalal Street 5th Floor, Exchange Plaza, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 509675 Scrip Symbol: BIRLANU Through: BSE Listing Centre Through: NEAPS Sub: Investor
Slide 2: Financial Result Presentation - Q2 FY27
Financial Result Presentation - Q2 FY27
Slide 3: Contents
Contents • Welcome to BirlaNu • About CKA Birla Group • About BirlaNu • Brands and Products Overview • Q2 FY27 Results Overview 2
Slide 4: Welcome to BirlaNu
Welcome to BirlaNu 3 birlanu
Slide 5: BirlaNu represents a bold evolution of HIL's legacy
BirlaNu represents a bold evolution of HIL’s legacy, blending innovation with heritage. The "Nu" stands for reinvention and fresh perspectives, symbolizing a modern, global reboot while staying rooted in trust and quality. Inspired by creativity and sustainability, it embodies the spirit of self-exp
Slide 6: Who are we?
Who are we ? For nearly 80 years, BirlaNu Limited (formerly HIL Limited), has been a pioneer in redefining the art of creating home and building solutions. Our portfolio spans Pipes, Construction Chemicals, Putty, Roofs, Walls and Floors. As a global leader in home and building solutions, BirlaNu in
Slide 7: Brand story
Brand story Since 1946, we’ve been on a journey of continuous evolution and today, we are proud to announce a new chapter in our legacy: HIL is now BirlaNu. BirlaNu is inspired by the people we serve and driven by a passion for continuous growth. Rooted in connection, creativity and sustainability,
Slide 8: And we have begun our change journey – HIL is now BirlaNu
And we have begun our change journey – HIL is now BirlaNu Click the YouTube icon above to view the video 7
Slide 9: Message from Chairman
Message from Chairman BirlaNu reflects who we are at our core - a company driven by purpose, progress and a deep commitment to those we serve. We believe in building with integrity, pushing the boundaries of innovation, and creating materials and ideas that endure. Our renewed identity is more than
Slide 10: About CKA Birla Group
About CKA Birla Group 9 birlanu
Slide 11: CKA Birla Group: 165+ years of rich legacy
CKA Birla Group : 165+ years of rich legacy Focus on Over long-term US$ ~3 billion 35,000 values, conglomerate employees trust-based relationships More than 50 manufacturing Numerous Relationships & facilities across patents & philanthropy India and the awards world 10
Slide 12: CKA Birla Group - Industry clusters & key companies
CKA Birla Group - Industry clusters & key companies Technology and Automotive Home and Building Healthcare Education 11
Slide 13: About BirlaNu
About BirlaNu 2 birlanu
Slide 14: BirlaNu poised for sustained value creation
BirlaNu poised for sustained value creation A five-category portfolio across the building envelope, built on five enduring drivers Pipes Roofs Construction Walls Floors chemicals and putty POWERED ACROSS EVERY CATEGORY BY Customer focused Innovation Excellence Sustainability Technology and people 13
Slide 15: Our vision
Our vision “To be a leading global provider of innovative, sustainable Home & Building solutions” 14
Slide 16: Our mission
Our mission BirlaNu’s Mission is to empower homeowners, builders and designers to bring their vision to life – a promise to be the trusted partner in building their future. Our passion for creating sustainable and innovative products, guides us in shaping spaces where life happens. We inspire timele
Slide 17: Our values
Our values Customers at the heart of everything we do I Own, I am Responsible Trust, Respect and Help each other Make it Simple, act Fast Challenge the status quo, raise the bar 16
Slide 18: Our journey
Our journey 2025 -2026 • HIL re-branded as BirlaNu • Acquired Clean Coats 2021 -2024 Private Limited • Started putty production • Commercialised state-of- • Launched construction the-art brownfield blocks 2001 -2020 chemicals capacity at Chennai • Installed windmills • Acquired FastBuild AAC • Comme
Slide 19: Our strengths
Our strengths Global market Manufacturing Leading brands People presence excellence • BirlaNu Leakproof • 80+ countries • 33 state-of-the art • 7,000+ workforce Pipes, Topline manufacturing • 30,000+ retail touch • 30+ nationalities facilities across India, • BirlaNu Construction points worldwide an
Slide 20: Experienced leadership team
Experienced leadership team • Over 2 decades of professional experience • Over 2 decades of experience with METROD with CKA Birla Group & AT Kearney in (OFHC) Sdn. Bhd., JohnsonDiversey India, various roles across India, Europe and the ABB, and Alembic Ltd. Middle east • Expertise in M&A, Internatio
Slide 21: Experienced leadership team
Experienced leadership team • Over 2 decades of experience with Gujarat • Over 2 decades of Leadership experience Tea Packer & Processor, Creamline Dairy, with CKA Birla Group, McKinsey & Mars International, and Colgate Palmolive Company, and ITC Ltd. • Expertise in Sales & Distribution, Strategy &
Slide 22: Experienced leadership team
Experienced leadership team • Over 2 decades of professional experience • More than 3 decades of experience in with JSW Steel, International Paper & NCL manufacturing IT & consulting across Industries Orient Cement, MYK Laticrete, Virtusa, Deloitte, Intelligroup Asia & Mukund • Expertise in Procurem
Slide 23: Global manufacturing presence
Global manufacturing presence Manufacturing Units India Roofs Germany Austria Haryana Uttar Bihar Pradesh Walls Gujarat Jharkhand Odisha Maharashtra Telangana Andhra Pipes Pradesh Tamil Nadu Construction Chemicals & Putty Floors 22
Slide 24: Sustainability embedded across the business
Sustainability embedded across the business Creating long term value through environmental stewardship, community development and strong governance ENVIRONMENT SOCIAL GOVERNANCE Enhancing resource efficiency and Building resilient, self-reliant Promoting accountability, sustainable innovation commun
Slide 25: Empowering communities through mental health interventions and skills development
Empowering communities through mental health interventions and skills development Our Partners Initiatives Status | H1 FY27 Mental Health - Live Love Laugh Foundation • Rural mental health intervention in Andhra Pradesh, targeting 1,000+ persons with mental illness (PwMI). • 337 beneficiaries reache
Slide 26: Accelerating enterprise transformation through digital innovation and AI adoption
Accelerating enterprise transformation through digital innovation and AI adoption Building a connected, data-led enterprise by embedding digital and AI capabilities across operations, innovation and customer engagement AI powered enterprise Data & digital Smart operations & Digital customer Cybersec
Slide 27: Empowering talent, Enabling growth
Empowering talent, Enabling growth 7,000+ 5+ Years 38 Years Total workforce Average tenure Employee’s average age 16,000+ 94 12th Learning hours completed GPTW Trust Index Score* GPTW India ranking* Fostering a modern Strengthening culture Building talent, driving Enhancing talent and inclusive and
Slide 28: BirlaNu's expanding digital footprint
BirlaNu’s expanding digital footprint 27
Slide 29: Rewards and recognitions
Rewards and recognitions Most Trusted Brands Best Plastics & BW Excel Awards Most Trusted Brands Best Plastics & BW Excel Awards of India 2026 – Polymers Brand 2026 of India 2026 Polymers Brand 2026 Marksmen Daily 2026 (ET) - Marksmen Daily 2026 (ET) Brands that India Bharat Buildcon 2026 - Great Pl
Slide 30: Brands and Products Overview
Brands and Products Overview 29
Slide 31: Our product range
Our product range 30 birlanu
Slide 32: Roofs
Roofs Product Range Fiber Cement Roofs Eco Roofs Coloured Fiber Cement Roofs UltraCool Fiber Cement Roofs UltraPremium Fiber Cement Roofs Installed Capacity • 1.1 million MT 31
Slide 33: Walls
Roofs Product Range AAC Blocks Panels Fiber Cement Boards Designer Boards & Planks Installed Capacity • Blocks 1.3 million CuM • Boards & Panels 2.4 lakh MT 32
Slide 34: Pipes
Product Range Pipes Water Tanks Fittings Installed Capacity • Pipes & Fittings 100k+ MTPA 33
Slide 35: Putty
Roofs Product Range CoverMax Putty Putty Plus Waterproof Putty Coarse Putty Texture Installed Capacity • Putty 210k+ MTPA 34
Slide 36: Construction Chemicals
Roofs Product Range Epoxy and polyurethane coatings Food Grade Epoxy Coatings High Performance Coatings Epoxy & PU Flooring Speciality Construction Chemicals Tile Adhesives Grouts Plasters Surface Cleaners Waterproofing Accessories 35
Slide 37: Floors
Roofs Product Range Engineered Wood Eco-Flooring Vinyl Laminates Installed Capacity • 15 million SQM 36
Slide 38: Scaling brand awareness to penetrate key regional markets
Scaling brand awareness to penetrate key regional markets A screenshot of a person wearing a hat AI-generated content may be incorrect. Watch on YouTube Roofs Watch on YouTube Pipes Roofs Pipes Watch on YouTube Watch on YouTube COVERAGE PIPES ONLY PIPES AND ROOFS 37
Slide 39: Strengthening brand positioning through a unified creative campaign
Strengthening brand positioning through a unified creative campaign 38
Slide 40: Expanding market presence through strategic engagement
Expanding market presence through strategic engagement Plumbex , Bangalore - Bharat Buildcon - BirlaNu : Sales Academy for D -Arc Expo - BirlaNu BirlaNu Leakproof Pipes All Products BirlaNu Leakproof Pipes Walls • Featured BirlaNu’s • Showcased BirlaNu’s unified • Conducted the three day • Showcased
Slide 41: Q2 FY27 Results Overview
Q2 FY27 Results Overview 40 birlanu
Slide 42: Message from MD & CEO
Message from MD & CEO Consistent Strong Growth, Strengthening Margins Our India business delivered its third consecutive quarter of double-digit revenue growth. Despite rising cost pressures, we continued to strengthen our margins across most categories with a 400+ bps improvement, reflecting the im
Slide 43: Q2 FY27 highlights - Standalone
Q2 FY27 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) 16% 226% 581 39 502 12 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 PBT - Excl. exceptional item (INR Cr) PAT (INR Cr) 150% (571)% -12 8 -84 -17 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 In Q2 FY27, a provision of INR 90 Cr. towards diminution in the value o
Slide 44: H1 FY27 highlights - Standalone
H1 FY27 highlights - Standalone Revenue (INR Cr) EBITDA (INR Cr) 12% 97% 1,405 137 1,251 69 H1 FY26 H1 FY27 H1 FY26 H1 FY27 PBT - Excl. exceptional item (INR Cr) PAT (INR Cr) 669% (575)% 7 76 -34 10 H1 FY26 H1 FY27 H1 FY26 H1 FY27 In H1 FY27, a provision of INR 90 Cr. towards diminution in the value
Slide 45: Q2 FY27 highlights - Consolidated
Q2 FY27 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 9% (59)% 885 4 810 2 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 PBT (INR Cr) PAT (INR Cr) (10)% (34)% -49 -43 -54 -57 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 44
Slide 46: H1 FY27 highlights - Consolidated
H1 FY27 highlights - Consolidated Revenue (INR Cr) EBITDA (INR Cr) 11% 30% 2,059 82 1,862 63 H1 FY26 H1 FY27 H1 FY26 H1 FY27 PBT (INR Cr) PAT (INR Cr) 35% (9)% -28 -44 -44 -48 H1 FY26 H1 FY27 H1 FY26 H1 FY27 45
Slide 47: Key segment performance Q2 FY27
Key segment performance Q2 FY27 Roofs Walls Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (INR Cr) 28% 85% 5% 23% 244 23 155 164 13 191 10 13 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Pipes and Construction Chemicals Floors Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PB
Slide 48: Key segment performance H1 FY27
Key segment performance H1 FY27 Roofs Walls Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) PBT (INR Cr) 20% 58% 9% 59% 761 113 320 21 632 293 72 13 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Pipes and Construction Chemicals Floors Revenue (INR Cr) PBT (INR Cr) Revenue (INR Cr) P
Slide 49: Financial statements – Balance Sheet
Financial statements – Balance Sheet Standalone Consolidated Particulars (INR Cr) 30.09.2026 31.03.2026 30.09.2026 31.03.2026 A) Equity & Liabilities Shareholder’s funds 1,150 1,193 1,054 1,110 Non-current liabilities 286 254 661 671 Current liabilities 667 752 1,326 1,290 Total Equity & Liabilities
Slide 50: Disclaimer
Disclaimer Cautionary statement regarding forward-looking statements This presentation may contain certain forward-looking statements relating to BirlaNu Ltd. (“BirlaNu”, or “Company”) and its future business, development and economic performance. These statements include descriptions regarding the
Slide 51: Contact Us
Contact Us Address: BirlaNu Limited Office No 1 & 2, Level 7, SLN Terminus, SY No 133, Near Botanical Gardens Gachibowli, Hyderabad, Telangana India, 500032 CIN No: L74999TG1955PLC000656 Ajay Kapadia Mit Shah / Siddharth Rangnekar Chief Financial Officer CDR India BirlaNu Limited Tel: +91 22 6645 12
Slide 52: Contact Us
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