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Investor Presentation

Somany Ceramics Investor Presentation: Key Takeaways

Somany Ceramics delivered strong Q1FY27 performance with 24% YoY revenue growth and EBITDA margin expansion to 11.6%. Focus remains on product premiumization and Southern market expansion.

Highlights
Revenue growth24% YoY consolidated
MarginsOperating margin improved to 11.6% via better realizations and mix
Demand visibilitySustained demand from housing, renovation, and infrastructure segments
Management confidenceHigh; optimistic about demand from housing and infrastructure

Growth

Consolidated revenue grew 24% YoY to ₹744 crore; Consolidated PAT jumped 243% YoY to ₹36 crore.

Outlook

Announced new 9 million+ sqm GVT manufacturing facility for Southern market; focus on higher capacity utilization.

Risks

Morbi cluster disruptions due to fuel shortages, labor unavailability, and elevated gas prices earlier in the quarter.

Last quarter's promises, checked

Delivered

  • Guided 1.5%+ EBITDA margin improvement → delivered 2.3% improvement (= BEAT)
  • Guided breakeven at Max plant → delivered breakeven (= BEAT)
  • Guided 100% capacity utilization by June → delivered high utilization/95% bathware (= BEAT)

Partly delivered

  • Guided 20-25% revenue growth on price hikes → delivered 24% revenue growth (= PARTIAL)

Missed

  • Guided double-digit volume growth for sanitaryware → delivered 8% for year (= MISS)
Source

Investor Presentation filed with BSE, NSE: SOMANYCERA. Summary written with AI assistance from the document.

Read the document ↗

Somany Ceramics Ltd: key numbers

Share price
₹618.05
Market cap
₹2,535 Cr
Revenue (annual)
₹2,790 Cr
Net profit (annual)
₹81.19 Cr
P/E (TTM)
23.8×Sector 45.9×
Promoter holding
55.20%+0.00% QoQ
FII holding
1.38%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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21:18 IST BSE
Earnings Call

Somany Ceramics Earnings Call Transcript: Key Takeaways

Somany Ceramics delivered margin improvement despite flat volumes, driven by high capacity utilization and operational efficiencies. Management remains cautious on volume growth while aggressively investing in high-margin value-added segments and South India expansion.

Call
Guides 7% growth
16:47 IST BSE
Financial Results

Somany Ceramics Q4 FY26 Results: Net Profit ₹37.4 Cr, Up 100.0% YoY

Somany Ceramics Ltd reported revenue from operations of ₹817.9 Cr (+6.4% YoY) and net profit of ₹37.4 Cr (+100.0% YoY) for Q4 FY26.

Key figure
Net profit ₹37.4 Cr · +100.0% YoY