Somany Ceramics Limited — PPTs, 07-11-2025: Investor Presentation

Somany Ceramics navigated a soft market in Q2 FY26, posting a 2.9% YoY consolidated revenue rise to ₹681 Cr. H1 revenue grew 3.6% to ₹1,282 Cr. Operating margins held firm at 7.9% QoQ, supported by cost-saving efforts, despite a temporary gas shutdown at its North India plant. However, Q2 PBT saw a 24.7% drop to ₹19 Cr, and PAT (controlling interest) fell 12.6% to ₹15 Cr, with EPS at ₹3.65.

The company aims to capitalize on emerging growth opportunities through focused execution and operational excellence. Management acknowledges delayed domestic demand recovery but expects a stronger H2, driven by improving consumer sentiment, easing inflation, and government initiatives in housing and infrastructure. Somany Ceramics maintains a strong balance sheet and solid manufacturing capacities of ~75 msm for tiles, 0.48 mn pcs for sanitaryware, and 1.30 mn pcs for bath fittings, with Q2 utilization at 75% for tiles and 74% for sanitaryware.