ALFA Finder| EBITDA Margin guidance | 1.0% → 2.0% Raised by 1.0 percentage points |
|---|
| Revenue growth | ~25% YoY to ₹854 Cr; volume ~5.5%, rest price-led. |
|---|---|
| Margins | EBITDA 11.7%; FY27 uplift raised to 2–2.5 ppt; FY28 guided 11.5–12%+. |
| Demand visibility | Domestic demand resilient; exports down ~31% in five months. |
| Management confidence | Over-optimistic: 'very bullish', 'quite sure'; FY28 revenue sidestepped. |
Growth
Revenue up ~25% YoY with volume ~5.5%, so growth is mostly price-led (16–17% hikes since April).
Outlook
FY27: high single-digit revenue growth; bathware +20%; EBITDA margin +2–2.5 ppt over FY26.
Risks
Exports down ~31% in five months; ~35% of Morbi shut; gas ~₹70/SCM and volatile, with H2 pass-through untested.
Last quarter's promises, checked
Delivered
- Guided FY27 EBITDA margin ~11.3% (9.3% + 2.0ppt) → Q2 11.7%; uplift raised to 2–2.5ppt (= BEAT)
Partly delivered
- Guided South India expansion 9+ MSM, ₹220 Cr capex, 12–15 months commissioning → current call says 'south plant started last quarter', no MSM/capex update (= PARTIAL)
Missed
- Guided FY27E bathware ₹400 Cr (FY26 base ₹319 Cr) → current guidance bathware +20% (= MISS)
Earnings Call Transcript filed with BSE, NSE: SOMANYCERA. Summary written with AI assistance from the document.
Somany Ceramics Ltd: key numbers
- Share price
- ₹556.90
- Market cap
- ₹2,284 Cr
- Revenue (annual)
- ₹2,790 Cr
- Net profit (annual)
- ₹81.19 Cr
- P/E (TTM)
- 17.2×Sector 44.3×
- Promoter holding
- 55.20%+0.00% QoQ
- FII holding
- 2.88%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Somany Ceramics Ltd
All →Somany Ceramics Other Announcement
Somany Ceramics extended the indicative completion timeline for its proposed up-to-Rs 2 crore investment in Nepal-based VSIPL by a further 120 days. All other terms remain unchanged from the 13 July 2026 disclosure.
Somany Ceramics Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue rose 25.4% YoY to ₹854 Cr. EBITDA reached ₹100 Cr at an 11.7% margin, and PAT was ₹42 Cr versus ₹15 Cr.
Somany Ceramics Acquisition
Somany Ceramics acquires control of Somany Sanitaryware Private Limited via a Rs. 0 cash consideration deal, raising its stake to 76%. The related-party acquisition is in tranches over 120 days.
- Execution
- Within 120 days from the date of the board meeting (04-11-2026)
Somany Ceramics Dividend
Somany Ceramics declared an interim dividend of Rs 6 per share for FY2026-27 on 4 November 2026. The record date is 13 November 2026.
Somany Ceramics Q2 FY27 Results: Net Profit ₹41.6 Cr, Up 238.2% YoY
Somany Ceramics Ltd reported revenue from operations of ₹860.6 Cr (+25.6% YoY) and net profit of ₹41.6 Cr (+238.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹41.6 Cr · +238.2% YoY
Somany Ceramics Board Meeting Date
Somany Ceramics scheduled a board meeting on 4 Nov 2026 to consider Q2/H1 results. No other material agenda items are disclosed.