Q2 2025 Birla Corporation Ltd Earnings Call Transcript
Key Points
- Birla Corp Ltd (BOM:500335) is cautiously optimistic about the second half of FY25, projecting a 7% to 8% increase in H2 volumes year-on-year.
- The company expects an upswing in EBITDA between INR150 to INR170 in the second half, driven by cost reduction efforts and improved geo-mix.
- Birla Corp Ltd (BOM:500335) has strong brand assets in its core markets, with well-accepted brands like Perfect Plus and Samrat in UP and Chetak in Rajasthan.
- The company is progressing satisfactorily with the Kundangunj third line, which is expected to restore some incentives lost earlier.
- Birla Corp Ltd (BOM:500335) has a strategic advantage with a balanced mix of premium and value segments, allowing flexibility in market positioning.
- The company faced significant headwinds in the non-trade sector, with prices dropping to unrealistic levels, impacting capacity utilization.
- Birla Corp Ltd (BOM:500335) is cautious about the pricing scenario, not expecting a massive upturn in the second half despite some market optimism.
- The company has a substantial receivable of INR450 crores in incentives from various governments, excluding West Bengal, which adds financial uncertainty.
- Pricing in the non-trade and OPC segments has been a challenge, with significant price drops making participation unviable in certain markets.
- The company is facing logistical challenges due to events like the Maha Kumbh in Prayagraj, which could impact peak season demand and pricing.
Ladies and gentlemen, good day, and welcome to the Birla Corporation Q2 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. Thank you, and over to you, sir.
Thank you, Sajal. Good afternoon, everyone. On behalf of HDFC Securities, we welcome all of you to the Q2 and H1 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 now hand over the call to the management for the opening remarks, which will be followed by Q&A session. Thank you, and over to you, sir.
Thank you very much, Rajesh. Good afternoon, and welcome to everyone. It's rather heartening to see we have almost 100 or a little over 100 now, gets available
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