ALFA Finder| Revenue growth | Revenue up 12% YoY to ₹1373 crores in Q4 FY26. |
|---|---|
| Margins | EBITDA margin hit 19.19%, up from 10.01% YoY. |
| Demand visibility | Strong demand expected for the year despite construction sector inflation. |
| Management confidence | Highly confident, citing strategic inventory and manpower realignment success. |
Growth
Revenue grew 12% YoY, primarily volume-led. EBITDA margins improved to 19.19% due to cost optimization and price hikes.
Outlook
Management targets maintaining 18-19% EBITDA margins. Aggressive 40-50% increase in ad-spend planned for FY27.
Risks
High sensitivity to fluctuating gas prices and potential volume pressure as Morbi competitors resume operations.
Earnings Call filed with BSE, NSE: KAJARIACER. Summary written with AI assistance from the document.
Kajaria Ceramics Ltd: key numbers
- Share price
- ₹1,200.00
- Market cap
- ₹19,115 Cr
- Revenue (annual)
- ₹4,830 Cr
- Net profit (annual)
- ₹485.4 Cr
- P/E (TTM)
- 31.7×Sector 44.3×
- Promoter holding
- 46.74%-0.95% QoQ
- FII holding
- 12.05%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Kajaria Ceramics Earnings Call Transcript: Key Takeaways
Kajaria delivered solid volume growth and margin expansion despite subdued exports from Morbi. Management remains optimistic about double-digit volume growth driven by domestic demand and capacity expansions.
- Call
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- Value
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- Execution
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- Value
- ₹340.0 Cr
- Execution
- Expected to be completed by June 2027
- glazed vitrified tile manufacturing capacity
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