Q4 2025 TTK Prestige Ltd Earnings Call Transcript
Key Points
- TTK Prestige Ltd (BOM:517506) reported a positive growth trajectory, with domestic sales growing by 3% and total sales, including exports, increasing by 4%.
- The company has introduced 191 new SKUs during the year, which has helped gain significant counter presence and growth in various channels.
- TTK Prestige Ltd (BOM:517506) is focusing on premiumization in urban markets and expanding into Tier 2 and Tier 3 towns, leveraging e-commerce channels for aggressive demand generation.
- The Judge brand has been repositioned and is growing well, contributing to the company's growth strategy, particularly in Tier 2 and Tier 3 towns.
- The company is investing in capacity and capability building, including renewable energy and automation, to strengthen its manufacturing capabilities and leverage future demand.
- TTK Prestige Ltd (BOM:517506) faced pressures on raw material pricing, which affected margins, with EBITDA declining to INR72.5 crores from INR100 crores in the previous year.
- The company is incurring significant soft operational expenses, which are expected to continue for the next 8 to 10 quarters, potentially diluting EBITDA margins.
- The MFI channel has been subdued due to structural and policy changes, impacting sales in this segment.
- CSD channel sales have also been subdued due to internal operational rationalizations, affecting overall growth.
- The company anticipates a period of diluted margins due to ongoing investments, with a focus on long-term growth rather than immediate profitability improvements.
Ladies and gentlemen, good day, and welcome to the Q4 FY25 earnings conference call of TTK Prestige Limited hosted by Ambit Capital Private Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Yash Jain from Ambit Capital. Thank you, and over to you, sir.
Thank you, Erin. Hello, everyone. Welcome to TTK Prestige 4Q FY25 earnings call. From the management side today, we have Mr. Venkatesh Vijayaraghavan, Managing Director and CEO; Mr. Shankaran, Adviser to the Board; and Mr. Saranyan Rajagopalan, Wholetime Director and CFO. Thank you, and over to you, sir, for your opening remarks.
Very good evening. This is Saranyan here. Welcome you all to the earnings call Q4 FY25 of TTK Prestige. Before I hand over the proceedings to our Managing Director, I just want to remind the participant about the safe harbor plans. The discussion today may contain certain
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