Birla Opus
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Signals
Asian Paints volumes hit 12-quarter high, but margin peak and Birla Opus threat cap upside
Q4FY26 decorative volumes jumped 12.4%, lifting revenue 10.6% YoY to ₹9,247 cr and Ebitda margin to 19.3%. Management guides 8-10% FY27 volume growth and 18-20% Ebitda margin, signaling peak profitability as raw material inflation hits ~20% and Birla Opus, JSW intensify competition. Stock down 3% YTD on FY27 P/E of 53.
Mint · Markets · 6/1/2026, 12:25:56 AM
Paint majors bet on FY27 volume rebound as price hikes offset crude squeeze
Asian Paints, Berger, Kansai Nerolac and AkzoNobel project healthy FY27 volume growth on reviving urban-rural demand, even as 30-35% crude-linked input costs force calibrated 9-12% price hikes. Top three still hold 75%+ share, but Birla Opus and JSW Paints sharpen the competitive squeeze.
The Hindu BusinessLine · 5/31/2026, 9:58:21 AM
Paint majors hold high single-digit volume growth call as Birla Opus, JSW crowd the aisle
Asian Paints, Berger, Nerolac, AkzoNobel and JSW Dulux flag improving urban-rural demand into FY27, but 30-35% crude-linked input basket forces calibrated hikes — Berger at 11-12% cumulative, JSW Dulux 9.7% by mid-May, with another 3-4% still needed to protect margins.
ET Small Business · 5/31/2026, 9:29:50 AM
Grasim Q4 profit jumps 27.8% to ₹3,802 cr; Birla Opus paints volumes up 17% QoQ
Grasim posted record Q4 FY26 revenue of ₹51,101 cr (+15.4%) with net profit at ₹3,802 cr. Building materials led growth as Birla Opus paints revenue rose 19% QoQ on 17% volume gain. Lending book grew 32% to ₹2.07 lakh cr; AUM hit ₹5.91 lakh cr. Board declared 500% dividend.
Outlook Business · 5/21/2026, 9:02:36 AM
Grasim Q4 profit jumps 28% to ₹3,802 cr; Birla Opus crosses 10% paints market share
Aditya Birla flagship Grasim hit a 52-week high of ₹3,098 after Q4 net profit rose 28% YoY to ₹3,802 crore. Birla Opus paints has crossed 10% market share with a ₹10,000 crore revenue target, while B2B platform Birla Pivot eyes EBITDA breakeven by FY27 and UltraTech scales toward 240 MTPA by March 2028.
The Hindu BusinessLine · 5/21/2026, 4:14:46 AM
Jubilant FoodWorks TP slashed to Rs 600 as Domino's price hikes pressure margins
Brokerages reset consumer plays: Jubilant target cut from Rs 850 to Rs 600 amid Domino's ~1.2% price hike risk; Lenskart pegged at Rs 576-600 on 25% Q4 volume growth; Birla Opus crosses 10% paints share, threatening incumbents; Grasim TP held at Rs 3,600.
NDTV Profit · 5/21/2026, 3:34:18 AM
Grasim Q4 profit jumps 28% as Birla Opus gains share, Pivot scales B2B
Grasim Industries posted Q4 net profit of ₹3,802 cr (+28%) on revenue of ₹51,101 cr. Birla Opus paints climbed 90 bps q-o-q to #3 spot; B2B platform Birla Pivot doubled revenue across 50,000 SKUs and 1,000+ brands. FY26 PAT guided at ₹10,300 cr (+33%).
The Hindu BusinessLine · 5/20/2026, 3:06:08 PM