ALFA Finder| Revenue growth | 12% YoY to ₹1,373 crores in Q4 FY26. |
|---|---|
| Margins | EBITDA margin improved significantly to 19.19% due to efficiencies. |
| Demand visibility | Good momentum since Jan '26; expects demand shift from Morbi. |
| Management confidence | High; 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.
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.
More from Kajaria Ceramics Ltd
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- Value
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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
- Guides 10% growth
Kajaria Ceramics Capacity Expansion: ₹34 Cr Investment
Kajaria Ceramics will build a Rs.34 Crore tile adhesive plant in Durgapur, adding 9,000 MT monthly capacity. Completion is targeted by December 2027.
- Value
- ₹34.00 Cr
- Execution
- Expected to be set up by December 2027
- tile adhesive manufacturing capacity
- 9000.0 MT per month
Kajaria Ceramics Capacity Expansion: ₹340 Cr Investment
Kajaria Ceramics' board approved a 12.50 MSM per annum glazed vitrified tile capacity addition at ₹340 Crore. Completion is expected by June 2027, financed through internal accruals and debt.
- Value
- ₹340.0 Cr
- Execution
- Expected to be completed by June 2027
- glazed vitrified tile manufacturing capacity
- 12.5 MSM per annum