Somany Ceramics Ltd (BOM:531548)

Q2 2026 Somany Ceramics Ltd Earnings Call Transcript

Nov 7, 2025 / 11:30 AM GMT

Release Date Price: ₹442.8 (-1.37%)

Transcript

Key Points

Positve

Somany Ceramics Ltd (BOM:531548) achieved a growth of 3.6% despite adverse weather conditions affecting the Northern Territory, which constitutes a significant portion of their sales.
The company successfully retained a price hike implemented in July and is considering another increase if demand continues to improve.
The GVT (Glazed Vitrified Tiles) sales increased by 1%, and the company expects GVT sales to exceed 50% of total sales in the next 12 to 18 months.
Somany Ceramics Ltd (BOM:531548) added approximately 1,190 new dealers in H1, bringing the total to around 3,000 dealers and 520 exclusive showrooms.
The company reported a reduction in total debt within its joint ventures and maintained a debt-free status on a standalone basis.

Negative

Capacity utilization was low at 75% due to an outage at the Qatar plant, impacting EBITDA by approximately 1.2% to 1.25%.
Margins declined due to the outage and muted demand in the Northern region, affecting overall profitability.
Joint ventures, particularly Max, are still incurring losses, although corrective actions are expected to yield improvements by Q4.
Export revenues were down by 6 crores due to shipment delays, and exports only account for a small portion of total revenues.
The company's EBITA for H1 and Q2 stood at 7.9%, down from 8.5% in the previous year, primarily due to the plant outage.

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

SOCE.NS - Somany Ceramics Ltd
Q2 2026 Somany Ceramics Ltd Earnings Call
Nov 07, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good day ladies and gentlemen.

Welcome to Samani Ceramics Limited's Q2 F 526 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the management's opening remarks.

Should you need assistance during the 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 conference over to Mr. Naveen Agarwal, head Institutional equities at SKP Securities Limited.

Thank you and over to you, sir.

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Unidentified_2

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