Birla Corporation Ltd.

•

birlacorporation.comBSE: 500335NSE: BIRLACORPN

Market Cap₹ 6,440 Cr.

Current Price

High / Low₹ 1,346 / 770

Stock P/E30.3

Book Value₹ 629

Price to Book1.34

Dividend Yield1.49 %

ROCE7.9 %

ROE5.2 %

Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Cement: 90.9% • Jute: 9.1% • Others: 0.0%

AI Sector View

AI GENERATED

Construction Materials

Buy

Construction materials remain supported by healthy building activity. Core industries cement growth accelerated to 13.1% YoY (2026-07), while finished steel consumption was 8.0% YoY (2026-06); steel output itself was softer at 2.9% YoY (2026-07). FPI positioning is still mildly negative at INR -497 crore over 3 months to 2026-08-31, but the fundamental demand backdrop remains constructive.

Confidence

69%

View full sector analysis →

PROS

Strong cash generation - operating cash flow backs reported profits (CFO/PAT 2.66x)
Operating margins have improved to 10.1% from 6.3%
Company has been maintaining a healthy dividend payout of 38.5%
Stock looks reasonably valued - P/E of 30.3 is below its historical median
Company generates healthy free cash flow
Company has a consistent dividend-paying track record

CONS

Recent results are weak - TTM profit is down 62.5% versus prior year
Company has a low return on equity of 4.1% over last 3 years
Company has a low return on capital employed of 6.8%
Company has delivered a poor profit growth of -10.2% over past five years
Company has delivered a poor sales growth of 4.3% over past five years
Recurring exceptional / one-off items are inflating headline profit

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Construction MaterialsConstruction MaterialsCement & Construction Materials

Part ofNIFTY MICROCAP250 NIFTY TOTAL MKT

S.No.	Name
1.	ULTRACEMCO	10896.00	37.60	321082.42	2.20	2603.72	17.24	24648.20	15.85	13.25	20.35
2.	AMBUJACEM	396.05	22.49	98411.18	0.51	660.00	-31.93	9500.00	-7.67	6.24	16.78
3.	SHREECEM	22911.30	50.71	82665.68	0.65	531.12	-17.48	6233.13	18.03	10.61	20.41
4.	JKCEMENT	4989.80	40.78	38555.31	0.40	274.62	-15.31	4031.72	20.26	14.89	16.07
5.	DALBHARAT	1734.10	34.86	32525.81	0.52	192.00	-51.39	3890.00	6.99	8.15	20.69
6.	ACC	1257.80	12.37	23619.88	0.60	147.00	-60.84	5808.00	-4.59	11.60	7.90
7.	RAMCOCEM	865.45	31.71	20449.92	0.29	31.24	-63.06	2273.05	9.60	10.75	13.49
8.	JSWCEMENT	120.85	21.67	16476.27	0.41	153.43	111.23	1896.41	21.58	-4.21	16.41
9.	NUVOCO	335.15	31.01	11970.09	0.00	159.63	19.88	3128.71	8.91	7.11	18.16
10.	INDIACEM	351.65	117.82	10897.54	0.00	26.85	120.20	1019.42	-0.52	0.30	15.28
11.	STARCEMENT	191.50	20.94	7740.05	0.52	73.91	-24.71	942.89	3.39	8.42	20.63
12.	BIRLACORPN	836.25	11.63	6439.57	1.49	115.73	-3.21	2646.45	7.83	10.88	12.93

Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	1,465	1,418	1,332	1,483	1,215	1,126	1,282	1,589	1,429	1,229	1,198	1,634	1,452
	1,346	1,288	1,187	1,332	1,162	1,082	1,215	1,357	1,260	1,100	1,095	1,430	1,411
Operating Profit	118	130	145	151	53	44	67	232	168	129	103	204	41
OPM %	8.07%	9.15%	10.86%	10.18%	4.34%	3.94%	5.25%	14.61%	11.79%	10.52%	8.57%	12.49%	2.82%
	13	21	13	30	15	15	14	36	22	19	-7	-6	15
Interest	29	29	30	23	26	26	27	21	21	20	21	20	22
Depreciation	50	55	53	56	53	53	51	54	49	48	47	50	49
Profit before Tax	52	67	75	102	-11	-20	4	193	121	80	27	128	55
Tax %	22.32%	29.92%	31.44%	42.04%	16.71%	17.40%	81.23%	20.05%	35.43%	33.75%	45.27%	19.07%	26.48%
Net Profit	40	47	51	59	-9	-17	1	154	78	53	15	104	41
	5.26	6.12	6.66	7.70	-1.19	-2.16	0.09	20.04	10.11	6.90	1.95	13.47	5.29

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	3,345	3,720	4,424	4,747	4,442	4,791	5,441	5,697	5,212	5,490	5,514
	2,974	3,376	4,018	4,072	3,832	4,336	5,175	5,153	4,815	4,886	5,037
Operating Profit	371	344	406	675	610	455	266	543	397	605	477
OPM %	11.09%	9.25%	9.17%	14.22%	13.72%	9.50%	4.88%	9.54%	7.61%	11.01%	8.65%
	138	65	81	82	111	94	77	78	80	28	21
Interest	139	165	178	185	130	101	107	111	99	83	84
Depreciation	147	146	149	151	161	177	187	214	211	193	194
Profit before Tax	223	98	160	421	430	272	48	296	166	356	291
Tax %	3.83%	-17.80%	13.89%	25.00%	0.43%	25.52%	6.10%	33.15%	22.09%	29.92%	26.99%
Net Profit	214	115	138	316	429	203	45	198	129	250	213
EPS	27.79	14.95	17.89	41.02	55.65	26.35	5.90	25.73	16.78	32.43	—
Dividend Payout %	23.39%	43.48%	41.92%	18.29%	17.97%	37.95%	42.41%	38.87%	59.58%	38.54%	—

COMPOUNDED SALES GROWTH

10 Years:: 5%
5 Years:: 4%
3 Years:: 0%

COMPOUNDED PROFIT GROWTH

10 Years:: 4%
5 Years:: -10%
3 Years:: 77%

STOCK PRICE CAGR

10 Years:: 3%
5 Years:: -8%
3 Years:: -14%
1 Year:: -35%

RETURN ON EQUITY

10 Years:: 5%
5 Years:: 4%
3 Years:: 4%
Last Year:: 5%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	77	77	77	77	77	77	77	77	77	77
	3,097	4,051	4,149	4,271	4,750	5,118	5,061	5,525	5,699	5,739
	2,372	2,365	2,361	2,201	1,865	1,787	1,593	1,370	1,237	1,316
Trade Payables	194	324	424	355	397	478	571	515	493	513
	678	848	789	951	859	903	885	1,123	1,119	994
Total Liabilities	6,417	7,665	7,800	7,856	7,948	8,363	8,188	8,610	8,626	8,639
	2,012	3,052	3,087	3,066	3,078	3,334	3,458	3,506	3,522	3,513
Capital Work in Progress	59	95	55	147	190	198	114	198	212	222
	2,926	3,061	3,173	3,146	3,094	3,307	3,006	3,403	3,348	3,309
	490	528	588	584	592	603	755	653	566	703
	0	0	0	0	0	0	0	236	218	231
Cash & Bank	301	200	107	90	122	125	81	63	95	77
	629	729	790	824	873	796	774	551	665	583
Total Assets	6,417	7,665	7,800	7,856	7,948	8,363	8,188	8,610	8,626	8,639

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	510	457	443	735	755	561	245	641	582	315
Cash from Investing	-1,006	-130	-177	-387	-6	-186	176	-387	-294	-242
Cash from Financing	518	-283	-282	-379	-666	-268	-388	-265	-262	-86
	-29	7	-19	-29	-1	37	-2	-10	26	-13

Ratios

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	62.90	62.90	62.90	62.90	62.90	62.90	62.90	62.90	62.90
	5.99	5.46	5.60	6.27	7.05	6.70	6.54	6.26	6.13
	16.26	16.20	16.24	15.60	15.55	15.79	15.49	16.72	16.97
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	14.85	15.44	15.25	15.23	14.50	14.60	15.08	14.11	14.00

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-09

Change in Management

2026-09-09 - Birla Corporation Limited has informed the Exchange about change in Senior Management Personnel.

2026-08-25

General Updates

2026-08-25 - Birla Corporation Limited has informed the Exchange about ESG Rating

2026-08-18

Updates

2026-08-18 - Birla Corporation Limited has informed the Exchange regarding 'Intimation of Redemption of Non-Convertible Debentures (Series-VI)'.

2026-08-18

General Updates

2026-08-18 - Birla Corporation Limited has informed the Exchange about ESG Rating.

2026-08-14

Copy of Newspaper Publication

2026-08-14 - Birla Corporation Limited has informed the Exchange about Copy of Newspaper Publication regarding opening of a special window for re-lodgement of transfer and dematerialisation of physical shares.

2026-08-12

Pendency of Litigation(s)/dispute(s) or the outcome impacting the Company

2026-08-12 - Birla Corporation Limited has informed the Exchange about Pendency of Litigation(s)/dispute(s) or the outcome impacting the Company

2026-08-03

Shareholders meeting

2026-08-03 - Birla Corporation Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on August 01, 2026. Further, the company has informed the Exchange regarding voting results.

2026-08-01

Shareholders meeting

2026-08-01 - Birla Corporation Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 01, 2026

2026-08-01

Updates

2026-08-01 - Birla Corporation Limited has informed the Exchange regarding 'Chairman's Speech at the 106th Annual General Meeting of the Company'.

News

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