Stove Kraft Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Stove Kraft has announced a board meeting on 12 June 2025 to approve the financial results for the quarter and half-year.

FY’25 revenues rose 6.3% YoY to Rs. 1,449.8 Cr, aided by gross margin expansion to 38.1% (+120 bps) and EBITDA margin at 10.4% (+170 bps). Q4 revenue dipped 3.8% YoY to Rs. 313 Cr, but EBITDA margin improved to 9.4%. Inflation and cautious demand impacted Q4, partly offset by stronger exports (~12% of sales). Export growth is expected to exceed 50% in FY’26, targeting 25% contribution in 3 years. Retail channel expanded aggressively with 262 exclusive outlets and will add 90-100 stores in FY’26, focusing on capital-efficient models. Capex of Rs. 25-40 Cr is planned, supporting new product launches and capacity. Management targets double-digit revenue growth, 1% gross and EBITDA margin expansion in FY’26, while navigating product transitions and trade softness.