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Earnings Call

Kajaria Ceramics Earnings Call: Key Takeaways

Kajaria reported strong Q4 FY26 volume growth of 11%, benefiting significantly from a temporary shutdown of competitor plants in Morbi.

Why this was an Alfa AlertNot a filter event. Results were positive but did not materially exceed previously guided upper-end ranges by 5% or more.
Highlights
Revenue growthRevenue up 12% YoY to ₹1373 crores in Q4 FY26.
MarginsEBITDA margin hit 19.19%, up from 10.01% YoY.
Demand visibilityStrong demand expected for the year despite construction sector inflation.
Management confidenceHighly 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.

Source

Earnings Call filed with BSE, NSE: KAJARIACER. Summary written with AI assistance from the document.

Read the document ↗

Kajaria Ceramics Ltd: key numbers

Share price
₹1,218.10
Market cap
₹19,403 Cr
Revenue (annual)
₹4,830 Cr
Net profit (annual)
₹485.4 Cr
P/E (TTM)
35.5×Sector 45.9×
Promoter holding
47.69%+0.00% QoQ
FII holding
11.58%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 a 20% revenue jump driven by aggressive price hikes to offset surging gas costs, shifting focus to high-volume projects.

Call
Guides 20% growth