KAJARIACER NSE filing

Kajaria Ceramics Q2 FY27: Revenue up 24% to ₹1,468 Cr, EBITDA margin at 19.5%

The RealCase readHigh impact Positive

Kajaria Ceramics' Q2 FY27 consolidated revenue surged 24% to ₹1,468 crore. Volume grew 10% YoY, supported by price hikes. EBITDA margin was 19.5%. Capacity expansions in Srikalahasti and Gailpur are on track. The company expects continued double-digit volume growth.

Why it matters

The strong financial results, driven by revenue growth, margin expansion, and positive future outlook on volume growth, are likely to have a significant positive impact on investor sentiment and the company's market standing.

The market read

The company reported significant year-on-year growth in revenue and EBITDA margins, along with strong volume growth and progress on capacity expansion, indicating a positive financial and operational performance.

Kajaria Ceramics Limited reported a strong Q2 FY27 performance with a 24% year-on-year increase in consolidated revenue to ₹1,468 crores, driven by healthy volume growth and successful price hikes.

The company achieved a 10% year-on-year volume growth, attributed to better demand and market share gains. However, export demand remained subdued due to elevated freight rates and container availability challenges.

EBITDA margin for the quarter stood at a robust 19.5%. The Tiles segment revenue grew by 23% to ₹1,291 crores, Bathware segment revenue increased by 22% to ₹124 crores, and Adhesives segment revenue saw a significant 69% growth to ₹54 crores.

Capacity expansion plans at Srikalahasti (increased to 12.5 million sq meters) and Gailpur (11 million sq meters) are on track and expected to be commissioned by June next year, enhancing manufacturing capabilities.

Management expressed confidence in sustaining healthy growth, strengthening market position, and creating long-term value. They anticipate continued double-digit volume growth in the coming quarters. The company is also focusing on cost optimization and operational efficiencies to maintain margins, rather than relying on further price hikes.

Filing to action

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Kajaria Ceramics Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Kajaria Ceramics Limited. Read the original for the full detail.

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