Q4 2025 KDDL Ltd Earnings Call Transcript
Key Points
- KDDL Ltd (BOM:532054) reported a 55% year-on-year growth in revenue for its precision engineering business, reaching INR147 crore, reflecting strong business fundamentals.
- The company is strategically expanding its product offerings in mid- to high-value segments, which is showing encouraging traction despite a challenging export environment for Swiss watches.
- KDDL Ltd (BOM:532054) is actively exploring new geographies beyond the Swiss markets, such as other European countries, to enhance its export strategy.
- The domestic market outlook remains strong with positive demand visibility, supported by healthy consumer sentiment and strong order inflows across key product lines.
- The company has secured a 28,000-square-foot facility on lease in Bengaluru to support future demand and growth ambitions, indicating proactive capacity planning.
- The watch component business faced a nearly 20% decline in total revenue compared to the previous year, primarily due to a 28% decline in export revenue.
- The Swiss watch industry experienced a prolonged slowdown, with significant market declines in China and Hong Kong, impacting KDDL Ltd (BOM:532054)'s business.
- The company anticipates a gradual revival in the international watch market only in the second half of FY26, indicating ongoing short-term challenges.
- Profitability was impacted by a shift in product mix and a decline in watch component export revenue, affecting overall financial performance.
- The bracelet division is currently operating at about 50% capacity utilization, indicating underutilization and potential inefficiencies in the short term.
Ladies and gentlemen, good day and welcome to KDDL Limited Q4 and FY25 earnings conference call. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Yashovardhan Saboo, Chairman and Managing Director. Thank you. And over to you, Mr. Saboo.
Thank you and good morning, everyone. Many thanks for joining us on the KDDL Limited Q4 and FY25 earnings conference call. I hope you've had the opportunity to review our financial results and the investor presentation, which was posted on the company's website and stock exchanges recently. I'm joined today by our CFO and Executive Director, Mr. Sanjeev Masown; and SGA, our
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