'
Birla Corporation hosted
conference call on July 31, 2025. In the conference call the company was
represented by Mr Sandip Ghose MD & CEO and Mr Aditya Sarogi–CFO.
Key Takeaways of the call
Q1FY2026
Revenue for the quarter stood at Rs 2486 crore as against Rs 2207 crore
in Q1FY2025.
Realization per ton stood at Rs 4858/ton in Q1FY2026 as against Rs 4820
/ton in Q1Fy2025. There was no much change in prices in Q1FY2026 when compared
to Q2Fy2025. However there was a decline in prices in Q1FY2026 when compared to
Q4FY2025.
EBITDA per ton stood at R 715/ton when compared to around Rs1000/ton in
Q4FY2025.
Decline in EBITDA was due to extended shutdown of plants in Mukutban and
Maihar. This resulted in purchase of clinker in Q1FY2026 as against surplus in
Q4FY2025. Also, the prices in Central region was depressed and the company sold
50% of its volumes in central India, 21% in East, 16...
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