Stove Kraft Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

StoveKraft's Q1 FY26 revenue rose 8.2% YoY to Rs. 340.1 Cr, with EBITDA at 10.5% and PAT up 27.2%. Management is optimistic for stronger performance, targeting 10-15% company growth this fiscal year, driven by festive demand and 50% export growth. New products like chimneys and cast iron cookware (Rs. 17.7 Cr Q1 revenue) are gaining traction. Gross margins are improving towards a 40% target, boosted by premiumization. Depreciation was adjusted for retail store leases, aiming for enhanced PAT from operational leverage. Net debt is Rs. 220 Cr.