KAJARIACERNSEKajaria Ceramics Limited· Ceramics And SanitarywareMediumNeutral
Announced Tue, 22 Jul · 14:36 IST

Pursuant to the provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith an Investors Release dated July 22, 2025, specifying the summary of financial performance and other developments for the quarter ended June 30, 2025.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

KAJARIACER · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Kajaria Ceramics reported consolidated revenue of ₹1,104 crores for Q1 FY26, down 1% YoY, due to soft market demand, weak tiles volume growth, and the closure of its plywood division. Despite the revenue dip, EBITDA rose 11% to ₹184.63 crores, with margins expanding sharply to 16.72% from 15.00% a year ago, driven by cost reduction and HR optimization. Profit after tax grew 21% YoY to ₹108.98 crores, and EPS rose to ₹6.84. The company also announced the closure of its loss-making UK operations, completed the acquisition of a 75% stake in Kajaria Adhesive (new tile adhesive plant operational from May 30, 2025), and continues to hold a net cash position of ₹515 crores.

Likely market impact

Positive for shareholders: margin expansion and profit growth signal operational efficiency and disciplined cost management even in a soft demand environment, though flat revenue and the plywood/UK exits show the company is exiting non-core businesses to sharpen focus on tiles and bathware.