Kajaria Ceramics Ltd (BOM:500233)

Q3 2025 Kajaria Ceramics Ltd Earnings Call Transcript

Feb 04, 2025 / 10:30AM GMT

Release Date Price: ₹960.1 (-2.47%)

Transcript

Key Points

Positve

Tile volumes grew by 6.7% year-over-year, reaching 28.90 million square meters.
Consolidated revenues for the quarter increased by 1% year-over-year to INR1,164 crores.
The Nepal project, commissioned in September '24, achieved 70% utilization in Q3 FY25.
The Bathware segment registered a 2.5% growth in revenue, reaching INR95 crores.
The company is optimistic about the demand outlook for the tile industry in the near to medium term.

Negative

EBITDA margins remained soft at 12.78% due to lower realization and losses in the Bathware division.
PAT for the quarter decreased by 25% to INR78 crores compared to INR104 crores in the previous year.
India's tile exports experienced a 16% fall in revenue due to high ocean freight rates and geopolitical issues.
The Plywood segment saw a significant decline in revenue, dropping to INR8 crores from INR34 crores.
Retail sales remain low, impacting overall sales and margins, with a higher reliance on competitive project sales.

Operator

Ladies and gentlemen, good day, and welcome to the Kajaria Ceramics Limited Q3 FY25 conference call hosted by Equirus Securities. (Operator Instructions) I now hand the conference over to Mr. [Pranav Shah]. Thank you, and over to you.

Pranav Shah

Equirus Securities - Analyst

Yeah. Thanks, Mike. Good afternoon, everyone. On behalf of Equirus Securities, I welcome you to the call of 3Q '25 post-result management call of Kajaria Ceramics.

From the management side, we have Mr. Ashok Kajaria, CMD; Mr. Chetan Kajaria, JMD; Mr. Rishi Kajaria, JMD; Mr. Sanjeev Agarwal, CFO; and Mr. Nehal Shah, DVP, Strategy and IR. I'll now hand over the call to Ashok, sir, for his opening remarks, post which we'll have the Q&A session.

Over to you, Ashok. sir.

Ashok Kajaria

Kajaria Ceramics Ltd - Executive Chairman of the Board, Managing Director

Thank you, Pranav. Good evening, everyone. It gives me a great pleasure to welcome you to quarter-three F25 earnings conference call of Kajaria Ceramics Limited. Joining

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