Pokarna Limited — PPTs, 29-05-2025: Investor Presentation

1. Financial Highlights:

Pokarna posted consolidated revenues of ₹930 Cr, up 35% YoY. EBITDA jumped 57% to ₹347 Cr, lifting margins to 37%. PAT doubled, rising 115% to ₹188 Cr with margins expanding to 20%. Granite segment showed modest gains with ₹7.82 Cr revenue and ₹3.16 Cr EBITDA. Quartz remains the main engine, delivering ₹254.86 Cr revenue and ₹105.59 Cr EBITDA in Q4. Net worth improved to ₹777 Cr, reflecting a solid balance sheet.

2. Strategic Initiatives & Growth Drivers:

The focus is on premium quartz surface exports, supported by over 100 new designs and advanced Bretonstone technology. Captive quarries secure raw material quality, while investments target operational efficiency and capacity amid intensifying U.S. competition and tariff pressure. Divestment of apparel sharpens focus on core business areas.

3. Business Developments:

No acquisitions or new partnerships reported. The company prioritizes sustaining volume with key clients and maintaining pricing discipline in a competitive U.S. market environment.

4. Market Position & Competitive Advantage:

As India’s largest premium quartz exporter with a global reach, Pokarna benefits from integrated quarrying and processing that strengthen cost control and quality. The proprietary Quantra brand and R&D depth support product differentiation despite market headwinds.

5. Investor Implications:

Strong revenue and margin growth point to positive growth potential fueled by operational leverage and product leadership. Yet, investors should watch execution risks related to U.S. tariffs, pricing pressures, and export market volatility. Sustaining margins amidst these challenges remains crucial.