Aditya Birla Group flagship to share business outlook across paints, chemicals, and cement divisions
Mumbai, October 28, 2025:
Grasim Industries Limited, the flagship company of the Aditya Birla Group, has announced an investor and analyst conference call to discuss its Q2 FY2025–26 financial results on Wednesday, November 5, 2025, at 4:00 PM (IST).
Senior management will present the company’s performance update for the quarter ended September 30, 2025, followed by an interactive Q&A session. The meeting will cover the outlook for key businesses — including paints, chemicals, viscose, and cement — as the conglomerate continues its expansion into new growth areas.
Focus on Paints and Manufacturing Expansion
The upcoming earnings call comes at a crucial time for Grasim, which is aggressively scaling its Birla Opus paints division, set to become one of India’s largest integrated paint manufacturing networks. Industry observers expect the company to reveal updates on plant commissioning timelines, initial market traction, and early distribution reach.
Grasim’s entry into paints — a ₹10,000-crore investment — represents a strategic diversification beyond its traditional strengths in cement (UltraTech) and chemicals. The new business is expected to meaningfully contribute to revenues beginning FY2026.
Analysts will also look for insights on margin recovery in the chemical and viscose segments, both of which have been impacted by global price fluctuations and input cost pressures in recent quarters.
Cement and Capex Outlook
Grasim remains one of India’s largest producers of cement through its subsidiary UltraTech Cement, which is currently executing a capacity expansion program to reach 200 million tonnes over the next few years. The management is expected to update investors on progress in project execution, cost efficiencies, and pricing trends in the domestic construction market.
With India’s infrastructure push and housing demand remaining strong, Grasim’s core businesses are expected to maintain steady performance. Investors will also be watching for commentary on capital expenditure plans, debt management, and cash flow discipline as the company continues to fund large-scale growth initiatives.
Transparent Engagement with Investors
The company said the call will begin with a short business overview before opening the floor to institutional participants. Dial-in details have been shared for both Indian and global investors, with an advance registration link available on the company’s website.
Grasim emphasized that it continues to prioritise transparent communication and regular investor engagement as part of its corporate governance framework. The full financial results and investor presentation will be available online after the announcement.
Analyst Expectations
Market watchers anticipate strong commentary on:
Revenue and margin performance in paints and chemicals
Cement pricing trends and UltraTech’s expansion progress
Export outlook for viscose and chemical products
Updated FY2026 growth guidance
“Grasim’s investor call will give markets clarity on how its new investments are translating into growth momentum,” said an analyst tracking diversified conglomerates. “The paints division will be the main focus, but performance of legacy verticals will also indicate balance sheet strength.”