Kajaria Ceramics Limited — Investor Meet, 22-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kajaria Ceramics reported strong Q2FY26 financial performance. Revenue grew 1% YoY to ₹1,186 Cr, with PAT surging 58% to ₹133 Cr. EBITDA margin significantly expanded to a multi-quarter high of 17.94%. This improvement is driven by the ongoing 'Kajaria 2.0' cost optimization journey, focusing on sales unification, supply chain efficiency, and workforce rationalization, yielding substantial savings. Despite a soft market, management anticipates volume growth from Q3, supported by strategic initiatives, new leadership, and readiness for demand recovery. The company emphasizes sustainable margins and increased market penetration.