Financial Performance - Consolidated (Q1 FY27)

  • Revenue from operations: ₹2,646.45 crore (Q4 FY26: ₹2,836.12 crore; Q1 FY26: ₹2,454.22 crore)
  • Other Income: ₹22.96 crore (Q4 FY26: ₹38.95 crore; Q1 FY26: ₹31.94 crore)
  • Total Income: ₹2,669.41 crore (Q4 FY26: ₹2,875.07 crore; Q1 FY26: ₹2,486.16 crore)
  • Profit before exceptional items and tax: ₹155.70 crore (Q4 FY26: ₹352.89 crore; Q1 FY26: ₹177.38 crore)
  • Exceptional items: Nil (Q4 FY26: ₹(27.59) crore)
  • Profit before tax: ₹155.70 crore (Q4 FY26: ₹380.48 crore; Q1 FY26: ₹177.38 crore)
  • Tax expense: ₹40.75 crore (Current tax: ₹40.75 crore; Deferred tax: ₹(0.78) crore)
  • Net profit for the period: ₹115.73 crore (Q4 FY26: ₹294.77 crore; Q1 FY26: ₹119.57 crore)
  • Basic and diluted EPS: ₹15.03 (Q4 FY26: ₹38.28; Q1 FY26: ₹15.53)
  • Total Comprehensive Income: ₹246.45 crore (Q4 FY26: ₹173.02 crore; Q1 FY26: ₹245.83 crore)

Key Financial Ratios - Consolidated

  • Net Worth: ₹6,484.85 crore
  • Debt Equity Ratio: Not provided
  • Current Ratio: 1.27 times
  • Long Term Debt to Working Capital: 2.36 times
  • Operating Margin: 13.12%
  • Net Profit Margin: 4.44%
  • Debtors Turnover: 25.19 times
  • Inventory Turnover: 9.16 times

Segment Performance - Consolidated

  • Cement: Revenue ₹2,515.17 crore, Segment Result ₹226.47 crore
  • Jute: Revenue ₹81.25 crore, Segment Result ₹2.88 crore
  • Others: Revenue ₹0.68 crore, Segment Result ₹(1.22) crore

Financial Performance - Standalone (Q1 FY27)

  • Total Income: ₹1,466.73 crore
  • Net profit before tax and exceptional items: ₹55.43 crore
  • Net profit after tax: ₹40.75 crore
  • Basic and diluted EPS: ₹5.29

Significant Developments

1. Coal Mine Commencement: The company commenced commercial production of coal at Bikram Coal Mine in Burhar, Shahdol, Madhya Pradesh effective 22nd June, 2026.

2. Tax Regime Change: During the quarter, the company exercised option under Section 115BAA of Income-tax Act, 1961 to compute tax liability at concessional rates.

3. West Bengal Incentive Issue:

  • Gross outstanding claim balance of ₹138.58 crore under WBIS 2000 and ₹28.58 crore under WBSS 2008
  • Calcutta High Court had directed payment of ₹55.66 crore for DHTC claim (2010-11 to 2012-13)
  • West Bengal enacted Revocation Act 2025 effective 2nd April 2025, revoking incentives retrospectively
  • Company filed writ petition challenging validity of Revocation Act
  • Provision of ₹69.29 crore for DHTC claim and ₹28.58 crore for DCW claim maintained based on expected credit loss method

4. Exceptional Items: No exceptional items in current quarter. Previous quarter included:

  • ₹34.14 crore incremental impact of Labour Codes implementation
  • ₹35.68 crore additional ECL provision on West Bengal incentives
  • ₹28.05 crore impairment loss on mining rights
  • ₹91.32 crore incentive income recognition for Mukutban plant

Corporate Structure

Financial results include following subsidiaries:

  • Birla Corporation Limited (Parent)
  • RCCPL Private Limited (100% subsidiary)
  • Birla Jute Supply Company Limited (100% subsidiary)
  • Talavadi Cements Limited (98.01% subsidiary)
  • Lok Cements Limited (100% subsidiary)
  • Budge Budge Floor Coverings Limited (100% subsidiary)
  • Birla (Cement) Assam Limited (100% subsidiary)
  • M.P. Birla Group Services Private Limited (100% subsidiary)
  • AAA Resources Private Limited (100% subsidiary of RCCPL)
  • Utility Infrastructure & Works Private Limited (100% subsidiary of RCCPL)
  • SIMPL Mining & Infrastructure Limited (100% subsidiary of RCCPL)

Audit and Compliance

  • Results reviewed by Audit Committee on 24th July, 2026
  • Approved by Board of Directors on 25th July, 2026
  • Limited review conducted by V. Sankar Aiyar & Co., Chartered Accountants
  • Meeting duration: 10:30 a.m. to 12:55 p.m.

Capital Structure

  • Paid-up Equity Share Capital: ₹77.01 crore (Face Value ₹10 each)
  • Debentures: ₹100 crore secured by first charge on cement division assets
  • Asset cover: 3.22 times for secured NCDs and term loans