CNLNSECreative Newtech LimitedMediumNeutral
Announced Thu, 15 May · 22:22 IST

Creative Newtech Limited has informed the Exchange regarding 'Investors Presentation for Q4 FY24'.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Creative Newtech (market cap ₹1,111 Cr) shared its Q4 FY25 investor presentation covering full-year and quarterly financials along with brand and expansion updates. For FY25 on a consolidated basis, total income rose 3.48% YoY to ₹1,801.47 Cr, EBITDA grew 5.27% to ₹72.86 Cr, and PAT increased 10.07% to ₹53.11 Cr. However, Q4 FY25 saw sharp margin compression—consolidated EBITDA fell 31.97% YoY to ₹19.08 Cr (margin 4.67% vs 8.75%) and PAT dropped 32.56% to ₹13.73 Cr, despite total income rising 27.54% to ₹408.72 Cr. The FMSG segment (gaming/lifestyle gadgets) surged ~50% YoY to ₹385.36 Cr in FY25, while Enterprise Business declined ~25% to ₹182.04 Cr. New brand tie-ups include CyberPowerPC, Cricut, Ruark Audio, pTron and Lexar, and Honeywell licensing has been expanded to 38 countries across APAC, Middle East and Africa.

Likely market impact

Full-year PAT growth of 10% and management's confidence in high-margin Honeywell and FMSG businesses are positive, but the steep Q4 margin decline and weak Enterprise Business performance may pressure the stock in the near term as investors weigh quarterly trends against annual numbers.