Shares of Birla Corporation soared 19.99% on Monday to hit ₹1,268.80 on the NSE, reacting sharply to the company’s Q4 FY25 results, which beat market expectations on multiple fronts. The stock opened at its upper circuit limit, up ₹211.40 from the previous close of ₹1,057.40, making it one of the top gainers for the day.
The cement and diversified goods manufacturer posted a 33% year-on-year jump in net profit and a 6.1% increase in revenue, driven by improved realisations and operational efficiency.
The biggest highlight was a jump in EBITDA per tonne to ₹1,014, compared to ₹569 in Q3 and ₹964 in Q4 last year—marking the highest level in 18 quarters. Cement volumes also rose sequentially to 5.25 million tonnes.
The company reduced its net debt significantly to ₹2,244 crore, down from ₹3,003 crore last year, bringing down its borrowing cost by 35 basis points.
Looking ahead, Birla Corp’s board has approved a major capacity expansion plan—from 20 MTPA to 27.6 MTPA by FY29—with a capital outlay of ₹4,330 crore at an enterprise value of just $82/tonne. As of last week, the stock was trading at a favourable $65/tonne on an EV basis.
Brokerages remain bullish: 18 out of 21 analysts have a “buy” rating, citing strong fundamentals and attractive valuations.
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