STOVEKRAFTNSEStove Kraft LimitedMediumNeutral
Announced Wed, 20 May · 16:44 IST

Stove Kraft Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

STOVEKRAFT · price

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₹548.00
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₹551.00
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AI summary

Stove Kraft reported strong Q4 FY '26 results with revenue of INR 414.5 crores (up 32.4% YoY) and PAT of INR 6.1 crores (up 317.8% YoY). For full year FY '26, revenue stood at INR 1,607.4 crores (up 10.9%) with EBITDA margins at 10.3%. Management highlighted surge in induction cooktops (up 89.4% value YoY) and small appliances (up 12.7% value, 97.7% volume YoY). The company doubled induction cooktop capacity to 4-5 million units. IKEA business is expected to start contributing this quarter with full potential of INR 200-250 crores. Management guided for 15%+ revenue growth and targeting gross margin improvement of 1% annually toward 42% in 2-3 years while protecting 11% EBITDA margin.

Likely market impact

Strong operational performance driven by category mix shift toward higher-margin appliances and capacity ramp-up. New IKEA exports and retail expansion to 500 stores should drive next leg of growth while operating leverage improves margins.