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%).

— Source publishedWed, 20 May, 2026, 20:22 IST·First seen Wed, 20 May, 2026, 20:35 IST·Source The Hindu BusinessLine

What happened

Grasim Industries · Grasim Q4 net profit rose 28% to ₹3,802 cr on stronger realisations. Building materials segment hit record ₹30,042 cr revenue; Birla Opus

Key facts

  • Q4 net profit ₹3,802 cr (+28%)
  • Revenue ₹51,101 cr
  • EBITDA ₹8,011 cr (+22%)
  • Dividend ₹10/share
  • Birla Opus market share +90 bps q-o-q
  • Birla Pivot 50,000 SKUs, 1,000+ brands
  • FY26 PAT ₹10,300 cr (+33%)

Why this matters

Pivot's doubling across 1,000+ brands signals a land-grab window in construction B2B—watch for bolt-on acquisitions in tiles, sanitaryware, or last-mile logistics to deepen the SKU moat before competitors digitize.