Q1 2025 Grasim Industries Ltd Earnings Call Transcript
Key Points
- Grasim Industries Ltd (BOM:500300) reported consolidated revenues of INR 33,861 crores and EBITDA of INR 4,076 crores for Q1 FY '25.
- The cellulosic fiber business saw high CSR volumes and revenue, with the highest quarterly number of 200 tonnes.
- The specialty chemicals unit achieved its highest ever sales volume and revenue, contributing 30% to the chemical business revenue.
- UltraTech added 8.7 million tonnes of capacity in Q1 FY '25, crossing the milestone of 150 million tonnes per annum.
- The Paints business under Birla Opus started commercial production at three plants in April 2024, with more than 80% of planned products placed in distribution channels.
- The cellulosic fiber business faced challenges due to inventory corrections and oversupply in Indonesia, impacting India realizations.
- The caustic soda market in India remains in an oversupply situation, affecting domestic market realizations.
- The Paints business reported that a significant portion of sales from trial production went to CWIP, not reflecting in net sales.
- Chlorine prices remain under pressure due to increased capacity from competitors, impacting the eco realizations.
- The textile business profitability was impacted by high input costs in the linen business.
Ladies and gentlemen, good day, and welcome to the Grasim Industries Q1 FY '25 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Ankit Panchmatia, Head Investor Relations from Grasim. Thank you, and over to you, sir.
Thank you. Good evening, and thank you all for joining this call to discuss our first quarter FY '25 performance. Our leadership team is present today on this call to discuss our results. The financial statements, press release and presentation are uploaded on the exchanges and are also available on our website. For safe harbor, kindly referred to cautionary statement highlighted in the last slide of our presentation.
From the management side, we have Mr. Hari Krishna Agarwal, Managing Director; and Mr. Pavan Jain, Chief Financial Officer, Grasim Industries. Also joining the call, we have Mr. Jayant Dhobley, Business Head, Chemicals, Fashion Yarn & Insulator business; Mr
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