Kajaria Ceramics Limited has published the audio recording of its conference call with analysts and investors, providing access to management commentary on its latest financial performance. The call was conducted on July 31, 2026, to discuss the unaudited financial results for the quarter ended June 30, 2026. This disclosure ensures transparency and allows stakeholders to review the detailed discussion regarding the company's operational and financial metrics for the period.

The submission of the recording is in compliance with Regulation 30 and other applicable provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company filed this update with both the BSE Limited and the National Stock Exchange of India Limited on July 31, 2026. The filing serves as a continuation of the company's earlier communication dated July 23, 2026, regarding the financial results.

Investors and analysts can access the audio file directly from the company's official website. The recording is hosted at a specific web link provided in the exchange filing, ensuring easy retrieval for those interested in the nuances of the quarterly performance discussion. This digital availability aligns with standard market practices for disseminating investor relations content.

Key Details

Vinit Kumar, General Counsel & Company Secretary at Kajaria Ceramics, signed the submission to the exchanges. The filing confirms that the audio recording is now part of the public record for the quarter's earnings cycle. Stakeholders are advised to refer to the primary financial results announcement for numerical data, while this recording offers qualitative context from management.

Kajaria Ceramics reported a consolidated net profit of ₹171.03 crore for the quarter ended June 30, 2026, up 56% from ₹110.31 crore in Q1FY26. Revenue from operations rose 20% year-on-year to ₹1,328.08 crore, reflecting strong demand in its core tiles business. The results were reviewed by statutory auditors Walker Chandiok & Co LLP and approved by the Board on July 31, 2026.

The Board also approved a brown-field expansion at its Gailpur manufacturing facility in Rajasthan, adding 11 Million Square Metres (MSM) of annual production capacity for glazed vitrified tiles. The project, estimated at ₹165 crore and funded through internal accruals, is expected to be completed by April 2027. Additionally, the company sanctioned an investment of up to ₹12.15 crore in Sunsire Solarpark Fourty Three Private Limited to secure captive solar and wind power for its Gailpur and Malootana plants.

Financial Performance

Consolidated revenue from operations stood at ₹1,328.08 crore in Q1FY27, compared to ₹1,102.74 crore in Q1FY26. Other income increased to ₹17.14 crore from ₹13.24 crore previously. Total expenses rose to ₹1,114.94 crore from ₹964.71 crore, primarily due to higher power and fuel costs (₹270.45 crore vs ₹223.95 crore) and employee benefits (₹139.52 crore vs ₹136.01 crore).

Standalone net profit grew 56% to ₹155.77 crore from ₹99.67 crore. Standalone revenue was ₹1,190.08 crore, up from ₹1,007.32 crore. Basic earnings per share (EPS) for the consolidated entity rose to ₹10.64 from ₹6.84.

Segment Analysis

The tiles segment contributed ₹1,159.40 crore to revenue, up from ₹986.35 crore in Q1FY26. Segment results for tiles improved to ₹197.42 crore from ₹134.65 crore. The 'Others' segment, comprising adhesive, bathware, and sanitaryware, generated ₹168.68 crore in revenue with segment results of ₹20.72 crore, compared to ₹116.39 crore and ₹8.57 crore respectively in the prior year.

What the Numbers Show

The significant jump in net profit outpaced revenue growth, indicating operational leverage and margin expansion. While power and fuel costs increased by approximately 21%, they remained contained relative to the 20% revenue surge. The 'Others' segment showed particularly strong profitability growth, with segment results more than doubling, suggesting successful diversification beyond core tiles. The upcoming capacity expansion aims to capitalize on this sustained demand momentum.