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Earnings Call

Kajaria Ceramics Earnings Call: Key Takeaways

Kajaria reported strong Q4 FY26 results with 12% revenue growth and 19.19% EBITDA margin, benefiting from sales unification and competitor disruptions in Morbi.

Why this was an Alfa AlertNot a filter event. Results were strong but management did not explicitly state they beat their own prior guidance by >5%.
Highlights
Revenue growth12% YoY to ₹1,373 crores in Q4 FY26.
MarginsEBITDA margin improved significantly to 19.19% due to efficiencies.
Demand visibilityGood momentum since Jan '26; expects demand shift from Morbi.
Management confidenceHigh; optimistic for '26-'27 performance and beyond.

Growth

Consolidated revenue up 12% to ₹1,373 cr; Tiles segment grew 11%; PAT surged to ₹136 cr from ₹43 cr YoY.

Outlook

Targeting 18-19% EBITDA margins; significant ad spend increase (40-50%) planned; optimistic about FY27 volume growth.

Risks

Rising gas prices and supply chain disruptions due to Morbi plant shutdowns in March/April.

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