Q4 2025 Cera Sanitaryware Ltd Earnings Call Transcript
Key Points
- Cera Sanitaryware Ltd (BOM:532443) reported a year-on-year revenue growth of 5.7% in Q4 FY25, reaching INR578 crores.
- The company achieved an EBITDA margin improvement to 20.4%, driven by effective cost management and operational efficiency.
- The Faucetware segment saw a robust year-on-year growth of 9.6%, supported by resilient demand and a wider range of SKUs.
- Cera expanded its retail footprint significantly, launching over 342 new stores and expanding its Cera Experience Centers across multiple cities.
- The company launched approximately 431 new SKUs and established a dedicated design center to drive innovation in product categories.
- The operating environment in Q4 remained subdued with continued softness in consumer demand across end markets.
- Sanitaryware segment revenues decreased by 1.6% year-on-year, reflecting sluggish demand in this category.
- Working capital days increased from 60 to 80 days, primarily due to changes in credit policy and increased receivable days.
- Gas prices increased during the quarter, impacting cost structures, although the company managed to keep the weighted average cost below the industry average.
- The company faced pricing pressure due to oversupply and overcapacity in the market, leading to increased discounting.
Ladies and gentlemen, good day, and welcome to the earnings conference call of Cera Sanitaryware Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Devrishi Singh of CDR India. Thank you, and over to you.
Thank you, Yashashri. Good morning, everyone, and thank you for joining us on the earnings conference call for Cera Sanitaryware Limited for Q4 and FY25 earnings, which were announced yesterday. We have with us today the management team comprising Mr. Vikas Kothari, CFO; and Mr. Deepak Chaudhary, VP, Finance and Investor Relations of Cera Sanitaryware.
We will start with brief opening remarks from the management, following which we will open the call for Q&A. A quick disclaimer before we begin. Some of the statements made in today's conference call may be forward-looking in nature, and a detailed note in this regard is contained in the results documents, that have been shared with all of you earlier.
I will now
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