Somany Ceramics Limited (531548) Earnings Call Transcripts

Somany Ceramics Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Somany Ceramics Limited reported a revenue growth of 6% and an EBITDA margin of 11.4%, reflecting improved operational efficiency despite geopolitical challenges. The company achieved a breakeven at its Max plant, a significant turnaround from a loss of INR 9 crores in the same quarter last year. Management provided an optimistic outlook, projecting an EBITDA margin improvement of at least 1.5% for FY '27, contingent on stable geopolitical conditions.

Reported metrics

Guidance from management

Management expects to improve EBITDA margins by at least 1.5% in FY '27, contingent on no further geopolitical disruptions. They anticipate a decent single-digit volume growth for tiles and double-digit growth for sanitaryware.

What management said

Sneha, Q4 would not be of any significance because from 9th of March, it shot up. So like I mentioned that if it was not for the war, then the Q4 prices were pretty much standard to Q3 other than the rupee dollar small movement, right? So there was no significant increase had it not been for March. So if you can clarify what you want me to tell you? I mean, the current price or...

Current is extremely volatile. That I will come to that maybe in a larger debate or larger discussion. But otherwise, if you see, if I give you -- let me give you an average. Q4 is largely flat as had not been for the March last 15 days. So let me give you the FY '26 and FY '25 prices because that would give you a better idea. Right? If you...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of working capital improvements and the impact of rising gas prices on margins. There were questions about the company's ability to maintain growth amidst geopolitical uncertainties and the competitive landscape in the tile industry.

Main topics on the call

• Revenue Growth — Somany Ceramics experienced a 6% revenue growth in Q4 FY '26, with a total annual growth of 5%. Management noted, 'Sales growth has been about 6% in Q4 and 5% for the entire year, slightly better than last year.'
• EBITDA Margin Improvement — The EBITDA margin for Q4 FY '26 was reported at 11.4%, with management targeting an increase of at least 1.5% for FY '27. They stated, 'Our guidance is to improve EBITDA margin from here by at least 1.5% or more.'
• Max Plant Breakeven — The Max plant achieved breakeven in Q4 FY '26, a significant improvement from a loss of INR 9 crores in the previous year. Management highlighted, 'We've been able to break even at Max.'
• Geopolitical Impact on Exports — Management noted that geopolitical tensions affected export sales, which were expected to reach INR 18,000 crores but were capped at INR 17,000 crores due to disruptions in March. They mentioned, 'March was a very aberra...

Read the full Somany Ceramics Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 Somany Ceramics Limited earnings call transcripts on record, spanning February 11, 2020 to May 15, 2026. Based on this history, Somany Ceramics Limited reports quarterly. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

531548

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Building Products

Calls on record

22

First call

February 11, 2020

Most recent

May 15, 2026

Reporting cadence

quarterly