Cera Sanitaryware Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

CERA Sanitaryware reported Q1 FY26 revenue of Rs. 419 Cr (+5.4% YoY) and stable EBITDA at Rs. 72 Cr. EBITDA margin dipped to 16.4% due to inflation and new brand launch costs. Faucetware grew 13%, while Sanitaryware was flat. The B2B segment is gaining momentum, with project order wins up 32% YoY.

Management launched 'Senator' for the luxury segment and 'POLIPLUZ' for the value segment, targeting untapped markets. POLIPLUZ is expected to be margin-accretive. They aim for higher single-digit or double-digit growth in FY26, anticipating market recovery in H2. The company maintains an optimistic outlook, focused on strategic brand architecture and distribution.