ALFA Finder| Revenue growth | 41.3% YoY and 15.9% QoQ driven by strong ICT demand. |
|---|---|
| Margins | Gross margin expanded 127 bps YoY; EBITDA margin reached 11.2%. |
| Demand visibility | Strong ahead of festive season; strategic inventory build-up initiated. |
| Management confidence | High; citing operational excellence and sustainable market conditions for ICT. |
Growth
Revenue grew 41.3% YoY; PAT surged 63.5% YoY to ₹17.1 Cr. EBITDA grew 50.9% to ₹53.8 Cr.
Outlook
Focused on ICT segment growth (315.9% YoY) and retail expansion. Strategic partnership with IKEA for cookware development underway.
Risks
Supply chain challenges and elevated raw material costs persist. Working capital days increased to 45 for festive inventory.
Last quarter's promises, checked
Delivered
- Guided 15% revenue growth → delivered 41.3% (= BEAT)
- Guided 11% EBITDA margin → delivered 11.2% (= BEAT)
- Guided 25 stores/quarter expansion → delivered 67 net additions in FY26 (= BEAT)
Partly delivered
- Guided 1% YoY gross margin improvement → delivered 1.27% expansion in Q1 (= BEAT)
Missed
- Guided ₹40 Cr FY26 capex → delivered ₹70-75 Cr net cash outflow (= MISS)
Investor Presentation filed with BSE, NSE: STOVEKRAFT. Summary written with AI assistance from the document.
Stove Kraft Ltd: key numbers
- Share price
- ₹747.30
- Market cap
- ₹2,474 Cr
- Revenue (annual)
- ₹1,607 Cr
- Net profit (annual)
- ₹41.99 Cr
- P/E (TTM)
- 43.9×Sector 44.3×
- Promoter holding
- 55.79%+0.00% QoQ
- FII holding
- 4.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Stove Kraft Ltd
All →Stove Kraft Employee Stock Options
Stove Kraft granted 97,519 stock options to eligible employees under its ESOP Plan 2018 at ₹789.35 per option. The grant vests over four years, with no cash proceeds received at grant.
- Execution
- Vesting over 4 years: 10% at 1st anniversary, 20% at 2nd, 30% at 3rd, 40% at 4th; exercisable within 4 years of vesting.
Stove Kraft Earnings Call Transcript: Key Takeaways
Q2 revenue rose 23.2% to ₹585 Cr and EBITDA margin reached 12.9% (+90bps), led by festive demand and induction cookware. Exports lagged, and borrowings rose on inventory build-up and China capex.
- Call
- Guides 20% growth
Stove Kraft Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹584.7 Cr (+23.2%), record EBITDA margin 12.9%, PAT ₹29.0 Cr (+35.7%). H1 revenue ₹1,065.2 Cr (+30.8%). Growth led by retail and general trade.
Stove Kraft Results Update
Stove Kraft reported Q2 FY27 revenue of Rs.584.7 Crore, up 23.2% YoY, with PAT up 35.7% to Rs.29.0 Crore. The investor release also covers channel and store expansion.
Stove Kraft Q2 FY27 Results: Net Profit ₹29 Cr, Up 35.5% YoY
Stove Kraft Ltd reported revenue from operations of ₹584.7 Cr (+23.3% YoY) and net profit of ₹29 Cr (+35.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹29 Cr · +35.5% YoY
Stove Kraft Board Meeting Date
Stove Kraft Ltd has intimated that its Board meeting is scheduled for 4 November 2026. The agenda includes approval of Q1 and H1 FY27 unaudited financial results.