Cera Sanitaryware Ltd (BOM:532443)

Q2 2026 Cera Sanitaryware Ltd Earnings Call Transcript

Nov 11, 2025 / 05:00 AM GMT

Release Date Price: ₹5772.35 (-0.78%)

Transcript

Key Points

Positve

Cera Sanitaryware Ltd (BOM:532443) reported a steady performance in Q2 despite a subdued demand environment, with a year-on-year growth of 1.4% in the sanitary segment.
The company has successfully rolled out a dealer management system, onboarding over 200 dealers, which enhances data visibility and supports faster decision-making.
Cera Sanitaryware Ltd (BOM:532443) continues to benefit from strong brand equity and deep relationships in the real estate sector, with project sales accounting for 39% of the top-line.
The company is making strategic progress with its premium brand Senator and the newly launched Poly Plus, aiming to expand its market reach.
Innovation and new product development remain core to the company's strategy, with new product launches contributing about 33% of overall sales.

Negative

Revenue from operations for Q2 remained largely flat compared to the previous year, indicating challenges in achieving significant growth.
The EBITDA margin slightly declined from 14.2% to 13.8% due to increased input costs, despite efforts in operational efficiency.
Profit after tax decreased from INR68 crores to INR57 crores, partly due to the absence of deferred tax income recognized in the previous year.
The company faces sluggish demand in the retail segment, which has impacted overall growth prospects.
There is a noted increase in inventory and receivable days, leading to a rise in net working capital days from 72 to 77 days.

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

CERA.NS - Cera Sanitaryware Ltd
Q2 2026 Cera Sanitaryware Ltd Earnings Call
Nov 12, 2025 / 05:00AM 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 Sarah Sanitary Wear Limited earnings conference call. 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 the conference call, please signal an operator by pressing 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Devrishi Singh from CDR India.

Thank you and over to you, Mr. Singh.

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Unidentified_2 [2]
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