Kajaria Ceramics Ltd (BOM:500233)

Q4 2025 Kajaria Ceramics Ltd Earnings Call Transcript

May 6, 2025 / 10:30 AM GMT

Release Date Price: ₹797.7 (-3.12%)

Transcript

Key Points

Positve

Kajaria Ceramics Ltd (BOM:500233) achieved a 6% volume growth in the full financial year, reaching 115 million square meters.
The company reported a 58% increase in revenue from the bathware segment, reaching INR 43 crores in Q4 2025.
Working capital days decreased by 7 days to 51 days as of March 31, 2025, indicating improved operational efficiency.
The company is exploring cost optimization measures, strengthening its brand, and enhancing its market reach to improve competitiveness.
Kajaria Ceramics Ltd (BOM:500233) expects exports to pick up due to easing global conditions and lower freight rates, potentially reaching INR 20,000 crores.

Negative

Consolidated revenue for the quarter decreased by 1% year-over-year due to low volume growth and a decline in climate.
EBITDA margin for Q4 2025 stood at 10%, impacted by losses in the bathware division and provisions for doubtful debts in the plywood division.
The plywood division is being closed due to the failure of the expected shift from unorganized to branded products post-GST implementation.
India's exports experienced a 20% fall in value in FY 2025, largely due to increased freight rates and geopolitical disturbances.
The company is not providing guidance for FY 2026 due to past failures to meet forecasts, indicating uncertainty in future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KAJR.NS - Kajaria Ceramics Ltd
Q4 2025 Kajaria Ceramics Ltd Earnings Call
May 06, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4, an F5 25 earnings conference call of Kajaa Ceramics Limited, hosted by Aquarius Securities Private Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the con conference over to Mr. Pranav Meheta from Equia Securities Private Limited.

Thank you and over to you, sir.

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