CARYSIL LIMITED — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Carysil’s Q4 revenue grew 6.8% YoY to Rs. 205.1 Cr with EBITDA at Rs. 35.8 Cr (17.5% margin) and PAT up 19.6% to Rs. 18.6 Cr. FY25 revenue rose 19.1% to Rs. 819.9 Cr; PAT increased 10.1% to Rs. 63.7 Cr. Exports are gaining traction with large deals from Lowe’s and IKEA driving quartz sink capacity utilization towards 85-90%. Stainless-steel sinks are expanding capacity with Rs. 7-10 Cr capex planned. Domestic growth is accelerating, supported by an expanded dealer network and new fabrication lines. Margins are expected to improve to 18-20% as raw material pressures ease. FY26 capex targets Rs. 50 Cr for scaling sinks, appliances, and fabrication. Management is confident on volume growth and margin gains amid a strong global order pipeline and domestic market momentum.