Carysil Ltd (BOM:524091)
₹ 1,179.55 -24.9 (-2.07%) Market Cap: 33.55 Bil Enterprise Value: 35.79 Bil PE Ratio: 34.16 PB Ratio: 5.51 GF Score: 87/100

Q2 2025 Carysil Ltd Earnings Call Transcript

Nov 8, 2024 / 06:30 AM GMT
Release Date Price: ₹813.6 (+3.24%)

Key Points

Positve
  • Carysil Ltd (BOM:524091) reported a consolidated revenue growth of 25.8% for Q2 FY25 and 33.2% for H1 FY25, driven by strong international market presence.
  • The company has expanded its dealer and distribution network significantly, from 1,500 to over 3,500 dealers, enhancing its domestic market reach.
  • Carysil Ltd (BOM:524091) is launching new product lines, including 20 new faucet models and a range of smart built-in appliances, which are expected to drive future growth.
  • The company is seeing positive momentum in the US and UK markets, with Europe showing early signs of recovery, which could boost overall product range performance.
  • Carysil Ltd (BOM:524091) has invested in expanding its faucet division capacity and is strategically increasing its production capabilities to meet growing demand.
Negative
  • The company's margins have been impacted by increased raw material costs and export freight rates, particularly due to geopolitical issues affecting the Red Sea.
  • There has been a decline in US sales, which is a high-value market for Carysil Ltd (BOM:524091), affecting overall margins.
  • The United Granite LLC subsidiary in the US has experienced subdued demand, resulting in a muted performance and losses at the PBT level.
  • Carysil Ltd (BOM:524091) faces challenges in the domestic market due to a soft retail environment and macroeconomic factors affecting urban demand.
  • The company's working capital levels are elevated, partly due to inventory build-up in anticipation of BIS certification requirements, impacting cash flow.


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

CARY.NS - Carysil Ltd
Q2 2025 Carysil Ltd Earnings Call
Nov 08, 2024 / 06:30AM 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 Carel Limited Q2 H1 FY25 earning conference call.

This conference call may contain forward-looking statements about the company which are based on the belief, opinion and expectation of the company. As on date of this call, the statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict as a reminder, all participant line will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being
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