Birla Corporation Limited — Q1FY27 earnings call summary

Filed 28 July 2026 · Official transcript

Kundanganj Line 3 commissioning supports volume growth; capacity expansion on track for 27.6 MT by FY29
Cost pressures from fuel and diesel expected to increase by INR70-80/ton in Q2
Capex for FY27 guided at INR900 crores; net debt expected around INR2,000 crores exit
Q1 FY27 blended cement volumes maxed out; trade segment prices saw no increase, some rollback
No price war expected despite competitive intensity; company to maintain trade focus and blended cement strategy
Packaging cost increased to INR269/ton in Q1 from INR191/ton previous year
Non-trade and OPC segments showed price recovery; company focused on blended cement and trade segment