NITCONSENitco Limited· Ceramics And SanitarywareMediumNeutral
Announced Tue, 19 May · 13:24 IST

Nitco Limited has informed the Exchange about submission of Investors presentation for Q4 FY 2026

Analyst Day Multiyear TargetsInvestor Communications View source PDF

NITCO · price

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Price reaction · full curve 14 horizons · vs prior close
-3.8%1-day move
₹99.80
prior close
₹98.50
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AI summary

Nitco reported Q4 FY26 revenue of ₹151.75 crore, up 63% YoY, with FY26 full-year revenue of ₹539.71 crore (up 73%). Despite the top-line surge, Q4 FY26 posted an EBITDA loss of ₹1.76 crore (vs +₹3.36 crore in Q4 FY25) and a net loss of ₹6.36 crore, indicating margin pressure despite gross margin improvement to ~28% in Q4 FY26. The marble business tripled in scale, and the company unlocked ₹58 crore from real estate in FY26. Key wins include LoIs from Prestige Estates and Lodha Group worth ~₹347 crore. Management projects revenue to reach ₹1,000 crore by FY29 with EBITDA margins rising from 8% to 10%, targeting 1,200+ dealer network in 2-3 years.

Likely market impact

Strong top-line growth of 73% is encouraging, but Q4 loss and negative EBITDA margin signal near-term execution pressure despite margin recovery trend. The ₹347 crore order pipeline and real estate cashflow target of ₹1,000+ crore over 3-5 years are positive structural signals for long-term shareholders.