Board Meeting Outcome - Investor Communication
CERA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Cera Sanitaryware reported Q4 FY26 revenue of Rs. 6,438 million (up 11.4% YoY), but profitability declined with PAT at Rs. 773 million (down 9.7%). For FY26 full year, revenue grew 7% to Rs. 20,501 million, yet PAT fell 17.2% to Rs. 2,042 million. The company faced margin pressure from elevated input costs (especially brass), with EBITDA margins contracting 310 bps in Q4 and 210 bps for FY26. Management implemented price revisions in March 2026 to offset costs and expects margin recovery as input pressures moderate and demand improves. The Senator premium brand showed encouraging progress during the year.
The stock may face short-term pressure due to profit decline and margin compression despite revenue growth. However, the company's strong balance sheet and improving demand outlook could provide support if input cost pressures ease.