Kajaria Ceramics Ltd
Kajaria Ceramics Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Kajaria Ceramics is optimistic about India's growth story and its role in it, indicating positive future growth expectations. Kajaria Ceramics has identified over INR150 crores in annualized cost savings through Kajaria 2.0, enhancing operational efficiency.
From Kajaria Ceramics Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Kajaria Ceramics is optimistic about India's growth story and its role in it, indicating positive future growth expectations.
- The company emphasizes becoming a leader not just in sales but also in cost efficiency and governance.
- Enhanced focus on unification of sales operations and sharper coordination aims to strengthen market execution.
- The ongoing "Kajaria 2.0" initiative focuses on cost savings, productivity improvements, and overall profitability enhancement.
- Management indicates that the cost optimization and system strengthening efforts will support sustained growth.
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Profitability & Margins
See what Kajaria Ceramics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The capex for the new sanitaryware plant under subsidiary Kerovit Global Pvt. Ltd. was largely completed, with total capex approximately INR 120 crores.
- Capital Work-in-Progress (CWIP) related to this plant currently stands at a small amount (~INR 8 crores), including the disputed INR 20 crores advance payment issue.
- Management confirmed no further capex is planned or necessary for the sanitaryware plant as it is now in production.
- Ongoing vendor onboarding and system strengthening processes are in place but are not capital investments.
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Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Kajaria Ceramics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.4K Cr, net profit ₹157 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Kajaria Ceramics Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q2 FY26 earnings call →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were Kajaria Ceramics Ltd Q2 FY26 results?
Kajaria Ceramics is optimistic about India's growth story and its role in it, indicating positive future growth expectations. Kajaria Ceramics has identified over INR150 crores in annualized cost savings through Kajaria 2.0, enhancing operational efficiency.
What is Kajaria Ceramics Ltd share price analysis?
Kajaria Ceramics Ltd currently shows a neutral. The stock trades at a P/E of 32.3 with a market cap of ₹18,636 Cr. Investors should review the full earnings analysis for detailed insights.
Is Kajaria Ceramics Ltd planning capital expenditure?
The capex for the new sanitaryware plant under subsidiary Kerovit Global Pvt.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.