BirlaNu Limited

NSEI:BIRLANU Stock Report

Market Cap: ₹10.2b

BirlaNu Future Growth

Future criteria checks 3/6

BirlaNu is forecast to grow earnings and revenue by 126.7% and 9.6% per annum respectively. EPS is expected to grow by 126.7% per annum. Return on equity is forecast to be 7.5% in 3 years.

Key information

126.7%

Earnings growth rate

126.72%

EPS growth rate

Basic Materials earnings growth6.2%
Revenue growth rate9.6%
Future return on equity7.50%
Analyst coverage

Low

Last updated14 May 2026

Recent future growth updates

Analysis Article • May 16

Earnings Release: Here's Why Analysts Cut Their BirlaNu Limited (NSE:BIRLANU) Price Target To ₹1,852

It's been a sad week for BirlaNu Limited ( NSE:BIRLANU ), who've watched their investment drop 10% to ₹1,427 in the...
Analysis Article • Nov 12

HIL Limited (NSE:HIL) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Shareholders might have noticed that HIL Limited ( NSE:HIL ) filed its quarterly result this time last week. The early...

Recent updates

Narrative Update • Jun 22

BIRLANU: Steady Outlook And Final Dividend Will Support Future Upside

Analysts have kept their fair value estimate for BirlaNu steady at ₹1,852, with the updated price target reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E. What’s in the News for BirlaNu BirlaNu’s board scheduled a meeting on March 27, 2026 to consider and approve in-principle approval for enhancement of the corporate guarantee, along with other matters.
Narrative Update • Jun 05

BIRLANU: Higher Assumed Profitability And Dividend Plans Will Support Future Upside

Analysts now place BirlaNu's price target at ₹1,852, down from ₹2,037. This reflects updated assumptions for a higher discount rate, adjusted revenue growth and margin expectations, and a lower future P/E multiple.
Analysis Article • May 16

Earnings Release: Here's Why Analysts Cut Their BirlaNu Limited (NSE:BIRLANU) Price Target To ₹1,852

It's been a sad week for BirlaNu Limited ( NSE:BIRLANU ), who've watched their investment drop 10% to ₹1,427 in the...
Narrative Update • May 10

BIRLANU: Planned Clean Coats Merger Will Support Future Upside

Analysts have kept BirlaNu's fair value estimate steady at ₹2,037, with a slightly lower discount rate and a modestly reduced forward P/E assumption helping to refine, rather than materially shift, their overall price target view. What's in the News A board meeting is scheduled for May 12, 2026, to review and approve audited standalone and consolidated results for the quarter and year ended March 31, 2026, and to consider a final dividend for FY 2025-26, if any (company filing).
Narrative Update • Apr 26

BIRLANU: Planned Clean Coats Merger And ESOP Grant Will Support Upside

Analysts have maintained their BirlaNu fair value estimate at ₹2,037, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E. This indicates that their overall view on the stock's long-term risk and earnings profile remains essentially unchanged.
Narrative Update • Apr 11

BIRLANU: Planned Amalgamation With Clean Coats Will Drive Future Upside

Analysts have maintained BirlaNu's fair value estimate at ₹2,037, with only marginal tweaks to the discount rate, revenue growth and future P/E assumptions, so the updated price target remains effectively in line with the prior view. What's in the News A board meeting is scheduled on Mar 27, 2026, at 14:00 IST to consider and approve the granted in-principle approval for enhancement of the corporate guarantee, along with other matters (Key Developments).
Narrative Update • Mar 27

BIRLANU: Promoter Stake Increase And Amalgamation Plan Will Drive Future Upside

Analysts have kept the BirlaNu fair value estimate broadly steady at ₹2,037, with only minor tweaks to the discount rate and future P/E assumptions shaping this latest price target update. What's in the News A board meeting is scheduled for Mar 27, 2026 at 14:00 Indian Standard Time to consider an in-principle approval for enhancement of the corporate guarantee and any other matters.
Narrative Update • Mar 11

BIRLANU: Upcoming Amalgamation And Stake Purchase Will Support Future Upside

Analysts have kept BirlaNu's fair value estimate steady at ₹2,037, with only minor tweaks to the discount rate and future P/E assumptions. This reflects updated views on risk and valuation without a material shift in the overall price target story.
Narrative Update • Feb 25

BIRLANU: Upcoming Board Decisions And Stake Acquisition Will Support Future Upside

Analysts have trimmed their BirlaNu price target from ₹2,333 to ₹2,037 as they factor in a lower profit margin outlook, along with assumptions of stronger revenue growth and a higher future P/E multiple. What's in the News A board meeting is scheduled on February 13, 2026, at 18:00 IST to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (company filing).
Analysis Article • Feb 11

Estimating The Intrinsic Value Of BirlaNu Limited (NSE:BIRLANU)

Key Insights The projected fair value for BirlaNu is ₹1,791 based on 2 Stage Free Cash Flow to Equity BirlaNu's ₹1,815...
Analysis Article • Jan 02

BirlaNu (NSE:BIRLANU) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Narrative Update • Aug 07

JJM And AMRUT 20 Investments Will Increase Future Demand In Pipes Segment

The downward revision in BirlaNu's consensus price target reflects weaker revenue growth forecasts and declining net profit margins, resulting in a reduced fair value from ₹2744 to ₹2333. What's in the News Board approved greenfield expansion with a new Fibre Cement Board plant near Krishnapatnam port, targeting 72,000 MT annual capacity in Phase I, to be completed within 18 months at an estimated investment of INR 1,270 million, financed through internal accruals and borrowings.
Analysis Article • May 15

The Market Lifts BirlaNu Limited (NSE:BIRLANU) Shares 25% But It Can Do More

BirlaNu Limited ( NSE:BIRLANU ) shareholders have had their patience rewarded with a 25% share price jump in the last...
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New Narrative • Mar 08

Parador's Expansion Into US, Middle East, And Asia Will Strengthen Future Market Presence

Expansion in distribution and potential governmental projects signal strong revenue growth for Pipes and Fitting, with antidumping duties possibly boosting pricing and margins.
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New Narrative • Mar 07

Market Expansion And Acquisitions Will Strengthen Future Performance Across Key Segments

Expansion in Roofing Solutions and Pipes focuses on leveraging government investment and rural demand for revenue growth amidst industry challenges.
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New Narrative • Mar 06

Parador's Global Expansion And New Product Launches Will Strengthen Future Prospects

HIL's strategic expansions, new product launches, and market entry initiatives are poised to drive revenue growth and improve earnings and market share.
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New Narrative • Mar 05

Integration Of Crestia And Revival Of JJM To Strengthen Future Prospects

Strategic focus on key segments and government spending initiatives are poised to drive significant revenue growth and earnings enhancement.
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New Narrative • Mar 04

Crestia Synergies And Global Expansion Will Improve Future Margins

HIL's product and network expansion, including synergies from acquisitions, could drive revenue growth and recovery in B2G sales.
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New Narrative • Mar 03

New Product Development And Market Expansion Will Strengthen Competitive Position

Strategic focus on segments like Pipes and Construction Chemicals and Crestia integration are expected to drive significant revenue growth through market share gains.
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New Narrative • Mar 01

Parador's New Premium Products Will Strengthen Market Position Starting FY '26

Strategic market expansion and product differentiation are set to drive revenue growth, with benefits from government programs and geographic expansion.
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New Narrative • Feb 28

Global Expansion And New Products Will Strengthen Competitive Edge

Expansion in distribution network and product launches, along with strategic acquisition synergies, are expected to drive revenue and earnings growth.
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New Narrative • Feb 27

Government Initiatives Like JJM And AMRUT 20 Will Strengthen Key Segments

Strategic acquisitions and government spending are likely to boost sales volume, pricing, and revenue growth in key segments.
Analysis Article • Nov 20

We Think That There Are More Issues For HIL (NSE:HIL) Than Just Sluggish Earnings

The market wasn't impressed with the soft earnings from HIL Limited ( NSE:HIL ) recently. We did some further digging...
Analysis Article • Nov 12

HIL Limited (NSE:HIL) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Shareholders might have noticed that HIL Limited ( NSE:HIL ) filed its quarterly result this time last week. The early...
Analysis Article • Nov 09

HIL Limited (NSE:HIL) Doing What It Can To Lift Shares

HIL Limited's ( NSE:HIL ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...
Analysis Article • Jul 23

HIL's (NSE:HIL) Dividend Will Be ₹22.50

The board of HIL Limited ( NSE:HIL ) has announced that it will pay a dividend on the 22nd of August, with investors...
Analysis Article • Jun 06

HIL's (NSE:HIL) Dividend Will Be ₹22.50

HIL Limited's ( NSE:HIL ) investors are due to receive a payment of ₹22.50 per share on 22nd of August. However, the...
Analysis Article • May 21

HIL's (NSE:HIL) Shareholders Have More To Worry About Than Only Soft Earnings

Investors were disappointed by HIL Limited's ( NSE:HIL ) latest earnings release. Our analysis has found some reasons...
Analysis Article • May 11

HIL Limited Just Missed EPS By 17%: Here's What Analysts Think Will Happen Next

HIL Limited ( NSE:HIL ) shareholders are probably feeling a little disappointed, since its shares fell 6.1% to ₹2,496...

Earnings and Revenue Growth Forecasts

NSEI:BIRLANU - Analysts future estimates and past financials data (INR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/202845,2359311,0472,7121
3/31/202740,8273881,2142,9211
3/31/202637,304-1,1962631,185N/A
12/31/202536,492-1,219N/AN/AN/A
9/30/202535,966-1,04473937N/A
6/30/202535,609-468N/AN/AN/A
3/31/202536,152-329-414821N/A
12/31/202435,383-83N/AN/AN/A
9/30/202435,173200-937405N/A
6/30/202434,661-105N/AN/AN/A
3/31/202433,7503485891,733N/A
12/31/202333,862395N/AN/AN/A
9/30/202333,6925924892,041N/A
6/30/202334,098682N/AN/AN/A
3/31/202334,790971-51,320N/A
12/31/202235,6511,431N/AN/AN/A
9/30/202236,1941,648226911N/A
6/30/202236,2141,976N/AN/AN/A
3/31/202235,2022,1047601,663N/A
12/31/202134,1482,224N/AN/AN/A
9/30/202133,9622,4082,5793,501N/A
6/30/202133,3412,634N/AN/AN/A
3/31/202130,4362,1423,5734,660N/A
12/31/202028,4481,745N/AN/AN/A
9/30/202026,2481,3071,7133,058N/A
6/30/202024,9641,118N/AN/AN/A
3/31/202025,5499901251,302N/A
12/31/201926,1611,094N/AN/AN/A
9/30/201926,4861,098N/AN/AN/A
6/30/201924,756900N/AN/AN/A
3/31/201921,688951N/A1,346N/A
12/31/201814,6501,061N/AN/AN/A
9/30/201814,2071,133N/AN/AN/A
6/30/201813,698959N/AN/AN/A
3/31/201812,797808N/A1,874N/A
12/31/201711,536670N/AN/AN/A
9/30/201710,848607N/AN/AN/A
6/30/201710,552601N/AN/AN/A
3/31/201711,191546N/A1,506N/A
12/31/201611,095529N/AN/AN/A
9/30/201611,109410N/AN/AN/A
6/30/201611,250320N/AN/AN/A
3/31/201611,013399N/A386N/A
12/31/201511,104480N/AN/AN/A
9/30/201511,418603N/AN/AN/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BIRLANU is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (6.9%).

Earnings vs Market: BIRLANU is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: BIRLANU is expected to become profitable in the next 3 years.

Revenue vs Market: BIRLANU's revenue (9.6% per year) is forecast to grow slower than the Indian market (11% per year).

High Growth Revenue: BIRLANU's revenue (9.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: BIRLANU's Return on Equity is forecast to be low in 3 years time (7.5%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/24 16:32
End of Day Share Price 2026/07/24 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BirlaNu Limited is covered by 3 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sameer PankeDolat Capital Market Pvt. Ltd.
Kameswari V. S. ChavaliFirstCall Research
Saurabh GinodiaSMIFS Limited