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Kajaria Ceramics Limited Q1 FY26 earnings call summary

NSE: KAJARIACER · BSE: 500233

Earnings call of 22 Jul 2025, summarised by AI from the filing.

Kajaria Ceramics Q1 FY26 revenue ₹1,104 cr, down 1% year-to-year, EBITDA margin improved to 16.72%; no margin guidance given.

Key takeaways

  1. Revenue Consolidated revenue ₹1,104 cr, down 1% year-to-year, due to low tiles volume and ply sales decline.
  2. Change Integration of three tile divisions into one unified team to drive cost efficiency and volume growth.
  3. Driver Cost optimization measures including promoter salary foregone and resource optimization to improve margins.
  4. Risk Domestic demand remains muted; margin depends on selling price and gas price, not in management's control.

Original filing on BSE

Kajaria Ceramics Limited Q1 FY27 results

As filed: Revenue ₹1,328 cr (+20% year on year), EBITDA ₹260 cr (+39% year on year), PAT ₹171 cr (+55% year on year), EBITDA margin 19.6% (+265 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,373 cr (+12% year on year), EBITDA ₹263 cr (+91% year on year), PAT ₹157 cr (+264% year on year), EBITDA margin 19.2% (+789 bps). Score 95 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 789 bps year on year. Share price after the results: −12.7% in 29 days (Nifty 500: −0.9%).
  • Q3 FY26: Revenue ₹1,168 cr (0% year on year), EBITDA ₹201 cr (+35% year on year), PAT ₹86.2 cr (+49% year on year), EBITDA margin 17.2% (+442 bps). Score 68 of 100, Above trend. Revenue growth was below the company's own trend; EBITDA and profit before exceptional items growth were well above it. EBITDA margin rose 442 bps year on year. Profit fell 9% from last quarter. Share price after the results: +9.5% in 28 days (Nifty 500: +0.1%).
  • Q2 FY26: Revenue ₹1,186 cr (+1% year on year), EBITDA ₹214 cr (+35% year on year), PAT ₹134 cr (+56% year on year), EBITDA margin 18.0% (+456 bps). Score 70 of 100, Above trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 456 bps year on year. Share price after the results: −9.2% in 29 days (Nifty 500: +2.0%).
  • Q1 FY26: Revenue ₹1,103 cr (−1% year on year), EBITDA ₹187 cr (+12% year on year), PAT ₹110 cr (+20% year on year), EBITDA margin 17.0% (+196 bps). Score 55 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 196 bps year on year. Revenue fell 10% from last quarter. Share price after the results: +1.9% in 30 days (Nifty 500: −1.0%).
  • Q4 FY25: Revenue ₹1,222 cr (−2% year on year), EBITDA ₹138 cr (−20% year on year), PAT ₹43.0 cr (−59% year on year), EBITDA margin 11.3% (−257 bps). Score 23 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 257 bps year on year. Profit fell 46% from last quarter. Share price after the results: +23.2% in 30 days (Nifty 500: +3.3%).
  • Q3 FY25: Revenue ₹1,164 cr (+1% year on year), EBITDA ₹149 cr (−17% year on year), PAT ₹79.0 cr (−27% year on year), EBITDA margin 12.8% (−274 bps). Score 29 of 100, Below trend. Revenue and profit growth were below the company's own trend; EBITDA growth was well below it. EBITDA margin fell 274 bps year on year. Profit fell 8% from last quarter.
  • Q2 FY25: Revenue ₹1,179 cr (+5% year on year), EBITDA ₹159 cr (−12% year on year), PAT ₹86.0 cr (−23% year on year), EBITDA margin 13.5% (−256 bps). Score 24 of 100, Below trend. EBITDA margin fell 256 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 7% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Kajaria Ceramics Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.