Cera Sanitaryware Limited has informed the Exchange about Investor Presentation
CERA · price
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Cera Sanitaryware submitted its March 2026 investor presentation covering company overview, four-brand portfolio (premium Senator, mid-premium CERA Luxe, mass-market CERA, and new value-focused Polipluz), and retail expansion (2,057 brand stores, 13 experience centres, 28,000+ retailers). FY25 highlights: Revenue of Rs. 1,915 crore, PAT of Rs. 246 crore, EPS of Rs. 190.40, zero debt, Rs. 757 crore cash reserves, and AA/Stable rating. Market cap grew from Rs. 113 crore (Dec '09) to Rs. 6,753 crore (Dec '25). Q3 FY26 standalone results showed sharp margin pressure: Total income rose 10.6% YoY to Rs. 510 crore, but EBITDA fell 47.8% YoY to Rs. 62 crore with margin contracting to 12.2% (from 15.5%), and PAT declined 12.7% to Rs. 24 crore with margin falling to 4.6% (from 9.9%). For 9M FY26, revenue grew 5% YoY to Rs. 1,453 crore, but EBITDA margin slipped to 15.0% (from 16.8%) and PAT margin to 8.7% (from 11.6%). Promoters hold 54.4%; Nalanda India Equity Fund is the largest institutional holder at 9.6%.
Long-term fundamentals remain strong with a debt-free balance sheet and consistent dividend track record, but the sharp Q3 FY26 profit and margin decline (EBITDA nearly halved YoY) is a clear concern that could pressure the stock in the near term. Investors should watch for commentary on the reasons behind the margin compression and signs of recovery in upcoming quarters.