Kajaria Ceramics Limited — Investor Meet, 25-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kajaria Ceramics reported Q1 FY26 consolidated revenue of 1,104 Cr, a 1% YoY decline, but margins improved to 16.72%. The company is integrating its three tile divisions for efficiency and cost optimization, aiming to be a lean organization. Promoters are forgoing salary until EBITDA hits a 1,000 Cr run rate, demonstrating commitment. Domestic market remains soft, but management expects improvement with rising exports and government spending. Adhesives and Bathware divisions target increased revenues. Strategic focus remains on internal efficiency and market share gain amidst challenging external demand.