Kokuyo Camlin Limited has informed the Exchange regarding 'Presentation to be made at 78th AGM'.
KOKUYOCMLN · price
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Awaiting price reaction for this filing.
Kokuyo Camlin shared its FY25 business performance and strategy at the 78th AGM. Revenue fell 6.6% to ₹763 Cr from ₹816 Cr, while EBITDA dropped sharply to ₹34 Cr (margin of ~4.5%, or 7.4% on an adjusted basis). Net profit collapsed to ₹5.8 Cr from ₹44 Cr, hurt by a one-time ₹23.56 Cr inventory write-off after an internal review flagged missing stock. Revenue mix was led by Art (44%), Writing (24%), Notebooks (15%), and Others (17%). Management called the dip 'temporary,' highlighted stable ~40% gross margins, and outlined a focus on premiumization, R&D, exports (targeting 7-10% of sales), ASEAN expansion, and digital transformation.
The steep earnings decline and one-time inventory loss raise concerns on near-term profitability and internal controls, which could weigh on the stock. However, the adjusted margin view, stable gross margins, and growth strategy focused on premium products and exports may support recovery hopes for shareholders.