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Earnings Call Transcript

Stove Kraft Earnings Call Transcript: Key Takeaways

Stove Kraft reported its strongest-ever Q1 with 41% revenue growth, driven by a 316% surge in induction cooktops and successful premiumization.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth41.3% YoY growth, driven by volume and premiumization across core categories.
MarginsGross margins expanded 127 bps; EBITDA margins improved to 11.2%.
Demand visibilityStrong visibility for festive season (Q2/Q3) and structural shift in induction.
Management confidenceHigh; 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)
Source

Earnings Call Transcript filed with BSE, NSE: STOVEKRAFT. Summary written with AI assistance from the document.

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Stove Kraft Ltd: key numbers

Share price
₹814.40
Market cap
₹2,696 Cr
Revenue (annual)
₹1,607 Cr
Net profit (annual)
₹41.99 Cr
P/E (TTM)
55.5×Sector 45.9×
Promoter holding
55.79%+0.00% QoQ
FII holding
1.22%Current quarter

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

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