Kajaria Ceramics Share Price

Audio Recording of Conference Call

• BSE India
• 2 days 21 hours ago

<h3><span style="font-size:16px;"><strong>Ceramics company Kajaria Ceramics announced Q2FY27 results</strong></span><br /> <!--TgQPHd|||[[2,[null,null,null,null,null,null,null,null,null,null,null,null,[351768,null,0]],[],null,1]]--></h3> <p><!--TgQPHd|||[]--></p> <p><strong>Consolidated Financial Highlights:</strong><!--TgQPHd|||[]--></p> <ul data-complete="true" data-hveid="CAAICBAA" data-processed="true" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="wiLEJc#NS0kde" jsuid="ELKQWb_1j"> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Revenue from operations<!--TgQPHd|||[]--> for Q2FY27<!--TgQPHd|||[]--> stood at Rs 1,468.26 crore, registering a QoQ increase of 10.55% from Rs 1,328.08 crore in Q1FY27<!--TgQPHd|||[]-->, and a YoY growth of 23.80% over Rs 1,186.01 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, revenue from operations reached Rs 2,796.34 crore, indicating a YoY growth of 22.18% from Rs 2,288.75 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Total income<!--TgQPHd|||[]--> for Q2FY27<!--TgQPHd|||[]--> was recorded at Rs 1,484.02 crore, growing by 10.32% QoQ from Rs 1,345.22 crore in Q1FY27<!--TgQPHd|||[]-->, and rising by 23.48% YoY against Rs 1,201.48 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, total income stood at Rs 2,829.24 crore, registering a YoY expansion of 22.09% against Rs 2,317.46 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Profit before tax (PBT)<!--TgQPHd|||[]--> from continuing operations for Q2FY27<!--TgQPHd|||[]--> stood at Rs 255.05 crore, ticking up by 10.23% QoQ compared to Rs 231.40 crore in Q1FY27<!--TgQPHd|||[]-->, and increasing by 40.34% YoY from Rs 181.74 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, PBT from continuing operations achieved Rs 486.45 crore, representing a YoY surge of 45.68% relative to Rs 333.91 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Profit after tax (PAT)<!--TgQPHd|||[]--> for the period (including discontinued operations) for Q2FY27<!--TgQPHd|||[]--> registered at Rs 190.72 crore, showing a QoQ growth of 11.51% over Rs 171.03 crore in Q1FY27<!--TgQPHd|||[]-->, and a YoY increase of 42.35% against Rs 133.98 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, PAT totaled Rs 361.75 crore, marking a YoY growth of 48.08% compared to Rs 244.29 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Earnings Per Share (EPS)<!--TgQPHd|||[]--> for continuing and discontinued operations (Basic) for Q2FY27<!--TgQPHd|||[]--> stood at Rs 12.02, expanding by 12.97% QoQ from Rs 10.64 in Q1FY27<!--TgQPHd|||[]-->, and growing by 43.95% YoY from Rs 8.35 in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, Basic EPS was Rs 22.66, climbing by 49.18% YoY against Rs 15.19 in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <!--TgQPHd|||[]--> </ul> <p><!--TgQPHd|||[]--></p> <p>Standalone Results<!--TgQPHd|||[]--></p> <ul data-complete="true" data-hveid="CAAICBAA" data-processed="true" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="wiLEJc#NS0kde" jsuid="ELKQWb_1j"> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Revenue from operations<!--TgQPHd|||[]--> for Q2FY27<!--TgQPHd|||[]--> stood at Rs 1,331.90 crore, up 11.92% QoQ against Rs 1,190.08 crore in Q1FY27<!--TgQPHd|||[]-->, and up 23.43% YoY compared to Rs 1,079.09 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, standalone revenue from operations reached Rs 2,521.98 crore, achieving a YoY rise of 20.87% over Rs 2,086.41 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Total income<!--TgQPHd|||[]--> for Q2FY27<!--TgQPHd|||[]--> was Rs 1,355.27 crore, demonstrating a QoQ growth of 11.79% against Rs 1,212.39 crore in Q1FY27<!--TgQPHd|||[]-->, and a YoY increase of 23.10% over Rs 1,100.91 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, standalone total income recorded at Rs 2,567.66 crore, translating into a YoY growth of 20.72% over Rs 2,126.87 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Profit before tax (PBT)<!--TgQPHd|||[]--> for Q2FY27<!--TgQPHd|||[]--> stood at Rs 224.32 crore, representing a QoQ rise of 7.13% from Rs 209.40 crore in Q1FY27<!--TgQPHd|||[]-->, and a YoY jump of 37.92% from Rs 162.64 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, PBT reached Rs 433.72 crore, showing a YoY growth of 46.18% compared to Rs 296.70 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Profit after tax (PAT)<!--TgQPHd|||[]--> for Q2FY27<!--TgQPHd|||[]--> registered at Rs 166.28 crore, indicating a QoQ increase of 6.75% from Rs 155.77 crore in Q1FY27<!--TgQPHd|||[]-->, and a YoY surge of 37.74% from Rs 120.72 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, standalone PAT stood at Rs 322.05 crore, gaining 46.13% YoY relative to Rs 220.39 crore in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k">Earnings Per Share (EPS)<!--TgQPHd|||[]--> (Basic) for Q2FY27<!--TgQPHd|||[]--> stood at Rs 10.55, increasing by 7.87% QoQ from Rs 9.78 in Q1FY27<!--TgQPHd|||[]-->, and growing by 39.18% YoY against Rs 7.58 in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, Basic EPS recorded at Rs 20.33, up 46.89% YoY against Rs 13.84 in H1FY26<!--TgQPHd|||[]-->.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <!--TgQPHd|||[]--> </ul> <p><!--TgQPHd|||[]--></p> <p><!--TgQPHd|||[]--><!--TgQPHd|||[]--></p> <ul data-complete="true" data-hveid="CAAIDBAA" data-processed="true" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="wiLEJc#NS0kde" jsuid="ELKQWb_5g"><!--TgQPHd|||[]--> </ul> <p><!--TgQPHd|||[]--></p> <p><strong>Segment-wise Performance:</strong><!--TgQPHd|||[]--></p> <ul data-complete="true" data-hveid="CAAICBAA" data-processed="true" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="wiLEJc#NS0kde" jsuid="ELKQWb_1j"> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k"><strong data-complete="true" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="tP2kf#s32ZS" jsuid="ELKQWb_68">Tiles Segment:<!--TgQPHd|||[]--></strong> For Q2FY27<!--TgQPHd|||[]-->, the Tiles segment generated a revenue of Rs 1,284.87 crore, expanding QoQ from Rs 1,159.40 crore in Q1FY27<!--TgQPHd|||[]--> and YoY from Rs 1,051.45 crore in Q2FY26<!--TgQPHd|||[]-->. The segment recorded results of Rs 225.28 crore in Q2FY27<!--TgQPHd|||[]--> against Rs 197.42 crore in Q1FY27<!--TgQPHd|||[]--> and Rs 161.50 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, segment revenue reached Rs 2,444.27 crore, while segment results stood at Rs 422.70 crore.<!--TgQPHd|||[]--><!--TgQPHd|||[]--></li> <li data-complete="true" data-hveid="CAAICBAB" data-sae="" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="oSLmPe#HokZ0d" jsuid="ELKQWb_1k"><strong data-complete="true" data-sfc-cp="" data-sfc-root="c" jsaction="" jscontroller="tP2kf#s32ZS" jsuid="ELKQWb_6i">Others Segment:<!--TgQPHd|||[]--></strong> Comprising adhesive, bathware, and sanitaryware businesses, the segment generated revenue of Rs 183.39 crore in Q2FY27<!--TgQPHd|||[]-->, up from Rs 168.68 crore in Q1FY27<!--TgQPHd|||[]--> and Rs 134.56 crore in Q2FY26<!--TgQPHd|||[]-->. Segment results were Rs 18.23 crore in Q2FY27<!--TgQPHd|||[]-->, compared to Rs 20.72 crore in Q1FY27<!--TgQPHd|||[]--> and Rs 10.06 crore in Q2FY26<!--TgQPHd|||[]-->. For H1FY27<!--TgQPHd|||[]-->, revenue reached Rs 352.07 crore, and segment results stood at Rs 38.95 crore.</li> </ul> <p><strong>Chairman's message: </strong>In Q2FY27, we achieved 10% YoY volume growth, led by better demand and a gain in market share. However, export demand in H1FY27 remained subdued, with elevated freight rates and limited container availability continuing to pose challenges for manufacturers in Morbi. Our consolidated revenue grew by 24% YoY to Rs 1468 crore, supported by healthy volumes and the market’s positive response to price hikes. EBITDA margin for Q2FY27 stood at 19.5%.</p> <p>Our capacity expansion plans at Srikalahasti (12.50 MSM, increased from 10 MSM) and Gailpur (11 MSM) remain on track. These facilities are expected to strengthen our manufacturing capabilities and enable us to deliver high-quality products at competitive costs.</p> <p>Looking ahead, we remain confident in our ability to sustain healthy growth, strengthen our market position and create long-term value for all stakeholders.</p> <p><a class="lb" href="/get-document/post/pdf/5909270/" target="_blank">Result PDF</a></p>

• Trendlyne
• 2 days 22 hours ago

Conference Call with Kajaria Ceramics Management and Analysts on Q2FY27 Performance and Outlook. Listen to the <a href="https://youtu.be/nb96F2Z48tQ">full earnings transcript</a>. <br>

• Trendlyne
• 2 days 23 hours ago