Kajaria Ceramics management will attend the Nuvama India Conference 2026 in Singapore on August 11-12, 2026, providing investors with an opportunity to engage directly with company leadership. Vice Chairman Chetan Kajaria and Chief Financial Officer Sanjeev Agarwal are scheduled to participate in both one-on-one and group meetings under the theme "India: Shoring up Self-Reliance." This engagement allows stakeholders to discuss the company's strategic direction and operational performance without the disclosure of any Unpublished Price Sensitive Information (UPSI).

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and submitted to the National Stock Exchange of India Limited and BSE Limited on August 5, 2026. Vinit Kumar, General Counsel & Company Secretary, signed the filing, confirming the schedule is subject to change due to exigencies.

Conference Details

The event is organized by Nuvama Wealth Management Limited and focuses on the Indian market's growth trajectory. The specific details of the engagement are outlined below:

Key Participants

The following executives from Kajaria Ceramics Limited are confirmed to attend:

• Chetan Kajaria, Vice Chairman
• Sanjeev Agarwal, Chief Financial Officer

Compliance and Disclosure

The company explicitly stated that no Unpublished Price Sensitive Information (UPSI) will be shared during the said meeting. This ensures compliance with regulatory standards regarding insider trading and market fairness. The schedule remains subject to change based on operational exigencies.

What the Numbers Show

While no financial data was disclosed in this filing, the decision to host a dedicated "SG Edition" of the conference in Singapore highlights the company's focus on international investor relations. Engaging with global capital through one-on-one meetings suggests a strategic effort to broaden its investor base beyond domestic markets, aligning with the conference theme of self-reliance and international expansion.

Kajaria Ceramics reported a consolidated net profit of ₹171.03 crore for Q1FY27, a 56% year-on-year increase from ₹110.31 crore, as revenue rose 20% to ₹1,328.08 crore. The strong performance was underpinned by strategic price hikes offsetting higher fuel costs and improved operational efficiency following organizational unification. During the earnings call held on July 31, 2026, management guided for double-digit volume growth over the next nine months and targeting an annual EBITDA exceeding ₹1,000 crore with margins of 18–19%.

The Board of Directors, at its meeting held on July 31, 2026, approved the brown-field expansion at its Gailpur facility in Rajasthan, adding 11 Million Square Metres (MSM) of capacity for ₹165 crore. This expansion is expected to be completed by April 2027 and will be financed through internal accruals. Additionally, the company sanctioned an investment of up to ₹12.15 crore in Sunsire Solarpark Fourty Three Private Limited to secure captive renewable energy for its Gailpur and Malootana plants, aiming to reduce power costs as per the Electricity Act.

Financial Performance

Consolidated revenue from operations stood at ₹1,328.08 crore in Q1FY27, compared to ₹1,102.74 crore in Q1FY26. EBITDA margin expanded to 19.60% from 16.72% in the prior year quarter. Profit before tax grew 52% to ₹231.40 crore. Standalone net profit also grew 56% to ₹155.77 crore. Basic earnings per share (EPS) for the consolidated entity rose to ₹10.64 from ₹6.84. The working capital cycle improved by five days to 46 days as of June 30, 2026, down from 51 days in March 2026.

Segment Analysis

The tiles segment contributed ₹1,159.40 crore to revenue, an 18% year-on-year increase. Segment results for tiles improved to ₹197.42 crore from ₹134.65 crore. The 'Others' segment, comprising adhesives and bathware, generated ₹168.68 crore in revenue. Specifically, bathware revenue grew 33% to ₹122 crore, while adhesives revenue more than doubled to ₹45 crore from ₹25 crore. Management noted that the Kerovit bathware brand is scaling with purpose, citing the acquisition of the remaining 15% stake from Aravali Investment Holdings as a commitment to long-term growth.

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 due to geopolitical disruptions affecting gas prices in Morbi, the company mitigated impact through multi-location sourcing and price hikes of 10–11% in North and South regions. The narrowing price differential between branded players like Kajaria and unorganized Morbi manufacturers—from 40% to below 20%—has shifted consumer preference toward branded products, driving volume recovery. The upcoming capacity expansions, utilizing newer technology that reduces capex intensity per square meter, aim to capitalize on this sustained demand momentum and reduce reliance on outsourcing.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE217B01036/0428446b-8f60-469a-95e7-8e0dbc423157.pdf