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![ManuJemini Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1898307811639226368.png) Manu Jemini [@ManuJemini](/creator/twitter/ManuJemini) on x XXX followers
Created: 2025-07-14 13:30:01 UTC

Grasim's Big Bet: Birla Opus Paints Becomes #3 Player in X Months! 🇮🇳🎨

A deep dive into their Q4 FY25 Earnings Call ⬇️

Grasim Industries reported its highest-ever standalone revenue in Q4 FY25, driven by its new ventures.

The company's new paints brand, Birla Opus, has made a disruptive entry, capturing the #3 spot in the decorative paints market within six months of its pan-India launch.

X. Outlook & Strategic Ambitions
    - Birla Opus (Paints): Management aims for Birla Opus to become a double-digit market share player (excluding putty) in FY26. The long-term target is to achieve ₹10,000 Crores in revenue within X years of full-scale operations. EBITDA breakeven is expected at or near this scale.
    - Birla Pivot (B2B E-commerce): This platform is on a strong growth trajectory, with an annualized revenue run-rate of ₹5,000 Crores as of the Q4 FY25 exit. EBITDA breakeven is targeted at an ARR of $X billion (₹8,500 Crores).
    - Core Businesses: While facing some near-term global headwinds, the core businesses of Cellulosic Fibres and Chemicals are being strengthened with new capacity additions in high-value products like Lyocell, ECH, and CPVC. 🎯

X. Birla Opus - A Disruptive Launch
    - Rapid Scale-Up: Within six months, Birla Opus has achieved a pan-India presence, covering XXXXX towns with nearly XXXXXX dealers. X out of X planned manufacturing plants were commercialized by March 2025.
    - Market Share: Including Birla White Putty, Grasim's organized decorative paints revenue market share exceeded XX% at the end of Q4 FY25.
    - Premium Focus: Premium and luxury products now contribute over XX% of Birla Opus's revenue, driven by a portfolio of XXX products and over XXXXX SKUs.
    - Backward Integration: All plants are fully backward integrated (manufacturing their own emulsion and resin polymers), which enhances product quality and provides a cost advantage. 🏭

X. Core Business Performance & Capex
    - Cellulosic Fibres (VSF): FY25 revenue grew by X% YoY to ₹15,987 Crores. The company is proceeding with Phase X of its Lyocell Fibre project (55,000 TPA) at Harihar, with commissioning expected by mid-2027.
    - Chemicals: New ECH and CPVC plants at Vilayat are set to be commissioned in Q2 FY26. This will increase the integration of chlorine to 70%. The business is navigating negative chlorine realizations, but the trend is improving.
    - Cement (UltraTech): Capacity is on track to reach XXX million tonnes, with an estimated EBITDA/tonne saving of ₹250–₹300 by 2027.
    - Financial Services (Aditya Birla Capital): The AUM has crossed ₹5 lakh crores, with the lending portfolio growing by XX% YoY to over ₹1.5 lakh crores. 📈

X. Financial Highlights
    - Record Revenue: Grasim's standalone revenue reached an all-time high of ₹8,926 Crores in Q4 FY25, up XX% YoY.
    - Dividend: A final dividend of ₹10/share has been recommended, marking the 62nd consecutive year of dividend payout. ✅💰

X. Management Tone
    - Extremely Bullish: The management's tone was extremely optimistic, expressing strong confidence in India's structural growth story ("Amrit Kaal"). They see Grasim's diversified portfolio as being perfectly positioned to capitalize on the country's infrastructure and consumption boom. The focus is on aggressive growth, market disruption, and creating long-term value. 👍

X. Management Transition
    - The company announced that the current CFO, Mr. Pavan Jain, will retire on August 15, 2025. He will be succeeded by Mr. Hemant Kadel.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944751237544775811/c:line.svg)

**Related Topics**
[$grasimbo](/topic/$grasimbo)
[quarterly earnings](/topic/quarterly-earnings)

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