Q1 2025 Birla Corporation Ltd Earnings Call Transcript
Key Points
- Birla Corp Ltd (BOM:500335) has maintained a strong focus on premium brand positioning, with over 55% of trade volumes in the premium category.
- The company has achieved a 91% weighted average capacity utilization, particularly driven by the Mukutban plant.
- Investments in cost reduction initiatives, such as Project Shikhar and Project Unnati, have shown positive results.
- The company is expanding its geographic footprint, with new grinding units planned in Bihar and other regions.
- Birla Corp Ltd (BOM:500335) has maintained a strong commitment to transparency and high standards of governance.
- The company's Q1 FY25 results fell below market expectations, particularly in terms of EBITDA per ton.
- Realization drops were higher than expected due to changes in market-wise mix and regional composition.
- Pricing pressures in key markets like UP and Madhya Pradesh have negatively impacted profitability.
- The company has faced significant challenges in Rajasthan due to heavy discounting and price competition.
- The Jute division has experienced poor performance due to industry-wide issues, resulting in a loss.
Ladies and gentlemen, good day, and welcome to the Birla Corporation Q1 FY25 earnings conference call hosted by HDFC Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Rajesh Ravi Kumar from HDFC Securities. Thank you, and over to you, sir.
Thank you, Dan. Good afternoon, everyone. On behalf of HDFC Securities, we welcome you all to Q1 FY25 Earnings Call of Birla Corporation. From the management side, we have Mr. Sandip Ghose, MD and CEO; and Mr. Aditya Saraogi, Group CFO.
I will now hand over the call to the management for the opening remarks, which will be followed by Q&A. Over to you, Sandip, sir.
Very good afternoon to everyone. Thank you so much for joining this call. I see a very large attendance already, and it's encouraging that there is so much interest in the results
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