Kajaria Ceramics Ltd. Share Price

Kajaria Ceramics Reports 24% Revenue Growth

targets sustained double-digit volume growth for the full year. Market Position: Narrowing price gap with unorganized Morbi market (now 20%-25%) expected to enhance branded players’ market share. Diversification: Expansion in non-tile segments; adhesive business aims for INR 400 crores revenue next fiscal. Capacity Expansion: GVT capacity at Srikalahasti (12.5 MSM) and Gailpur (11 MSM) to be completed by June and April 2027 respectively. New Facilities: Adhesive plant in Durgapur (9,000 MT/month) planned by December 2027, with an investment of INR 34 crores. Guidance: Company targets sustained double-digit volume growth for the full year. Market Position: Narrowing price gap with unorganized Morbi market (now 20%-25%) expected to enhance branded players’ market share. Diversification: Expansion in non-tile segments; adhesive business aims for INR 400 crores revenue next fiscal. Capacity Expansion: GVT capacity at Srikalahasti (12.5 MSM) and Gailpur (11 MSM) to be completed by June and April 2027 respectively. New Facilities: Adhesive plant in Durgapur (9,000 MT/month) planned by December 2027, with an investment of INR 34 crores.

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Kajaria Ceramics - Quaterly Results 2026

Revenue for the September 2026 quarter grew 23.43% year-on-year to Rs. 13,319.00 million, compared with Rs. 10,790.90 million in the same period last year. Profit rose even faster, up 37.74% to Rs. 1,662.80 million from Rs. 1,207.20 million in the corresponding quarter a year earlier. Operating profit also improved strongly, reaching Rs. 2,622.10 million against Rs. 1,941.80 million previously, a gain of about 35%. With profit and operating profit both outpacing revenue growth, the results point to healthy operating leverage and solid execution, making this a quarter that investors and traders are likely to watch closely. Disclaimer: Investments in securities market are subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. The above information is for educational and learning purpose. They analyst or his associates do not hold any shares of the company and have no financial interest in it. SEBI Registered Research Analyst: Vineet Ashwinikumar Chawla: INH000008190, BSE Enlistment No: 5433

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KAJARIA CERAMICS: HOUSING DEMAND AND REALISATIONS MATTER

is a stock to watch as investors evaluate demand in the tiles and building-materials sector. The company's performance is linked to housing activity, renovation demand, dealer inventory, product mix and competition from organised and unorganised manufacturers. Key factors to monitor: - Revenue and volume growth - Premium tile demand and product mix - Gas and energy costs - Operating margins - Dealer inventory and management outlook My view: Housing demand can support the sector, but investors should not assume that higher sales automatically translate into stronger earnings. Energy costs, pricing discipline and margins remain central to the analysis. The September-quarter results should help investors assess whether demand and profitability are moving in the right direction. Check the official filing before using any result figures in a post. Research disclosure : This content is for informational and research purposes only and should not be construed as personalised investment advice. Investors should conduct their own due diligence and consider their risk tolerance before making investment decisions.

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Kajaria Ceramics: Capacity expansion change growth curve

# Kajaria Ceramics: Capacity expansion could change the growth curve Kajaria Ceramics Limited is expanding its tile capacity at Gailpur and Srikalahasti. The two projects can take its own manufacturing capacity from about 82.7 million sq. metres to roughly 104–105 million by mid-2027. **What is changing:** The Gailpur expansion will cost about ₹170–175 crore and add around 11 million sq. metres. Srikalahasti will require about ₹210 crore and add another 10–11 million sq. metres. Both projects are being funded through internal accruals. The interesting part is the product mix. The new lines will largely manufacture 60×120 cm tiles, one of India's most popular tile sizes. Management expects the new lines to produce around 35,000–37,000 metres per day versus 15,000–17,000 metres from older lines, creating a potential cost advantage. Kajaria's FY26 EBITDA margin improved from 12.76% to 17.84%, supported by cost reduction, sales-structure changes and better product mix. **My view:** The expansion is interesting because it combines additional capacity with potentially better manufacturing economics. The key is utilisation. If Kajaria fills the new capacity while maintaining its product mix and margins, incremental revenue could translate into stronger operating leverage. The risk is that the domestic tile industry remains competitive, particularly from unorganised players. Higher capacity only creates value if demand absorbs it without forcing excessive discounting. **What I'm watching:** capacity utilisation, realisations per sq. metre, 60×120 cm volumes, EBITDA margin and cash generation. **Stance:** The key test for Kajaria is whether new capacity produces higher returns rather than simply increasing production. **Disclosure:** I am a SEBI Registered Research Analyst. Please refer to the applicable disclosures before taking any investment decision.

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Kajaria Ceramics Takes Full Ownership of Kajaria Bathware

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has acquired the remaining Compulsorily Convertible Preference Shares (CCPS) of its subsidiary, Kajaria Bathware, from Aravali Investment Holdings for ₹50 crore. The transaction gives the company 100% ownership of the subsidiary, further strengthening its bathware business.

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