ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 41.3% YoY growth, driven by volume and premiumization across core categories. |
|---|---|
| Margins | Gross margins expanded 127 bps; EBITDA margins improved to 11.2%. |
| Demand visibility | Strong visibility for festive season (Q2/Q3) and structural shift in induction. |
| Management confidence | High; management emphasized strongest ever Q1 performance and future margin expansion. |
Growth
Revenue grew 41.3% YoY; induction cooktops and pressure cookers (41% growth) led the volume-driven expansion.
Outlook
Management aims for 7% PAT margins and 15-20% revenue CAGR over the next 3 years.
Risks
Defensive responses regarding elevated 'other expenses' (18% of sales) and temporary supply-side deficiencies in small appliances.
Last quarter's promises, checked
Delivered
- Guided 15% revenue growth → delivered 41.3% (= BEAT)
- Guided 11% EBITDA margin → delivered 11.2% (= BEAT)
- Guided <30 days working capital → delivered 45 days (normalized) (= BEAT)
Partly delivered
- Guided 25 stores/quarter → delivered 17 stores in Q1 (= PARTIAL)
Missed
- Guided INR 40cr FY27 Capex → delivered INR 111cr FY26 (= MISS)
Earnings Call Transcript 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.