Kajaria Ceramics held its Q3FY26 earnings conference call on January 30, 2026, where management discussed the company's financial performance and strategic initiatives under the Kajaria 2.0 transformation program. The ceramics manufacturer reported consolidated revenue of ₹11.68 billion, remaining flat compared to the corresponding quarter last year.

Q3FY26 Financial Performance

The company's quarterly results showed mixed performance across different metrics. While revenue remained stable, profitability metrics demonstrated significant improvement during the reporting period.

Segment-wise Performance Analysis

The company's diversified portfolio showed varied performance across different business segments. Management highlighted specific developments in each vertical during the conference call.

Chairman Ashok Kajaria explained that the flat revenue performance was primarily due to no growth in tiles volume and the absence of Ply sales following the closure of that division. However, EBITDA margin improved significantly to 17.2%, representing a 442 basis points increase compared to 12.8% in the corresponding quarter last year.

Kajaria 2.0 Transformation Strategy

Managing Director Rishi Kajaria outlined the company's strategic initiatives under the Kajaria 2.0 program. The transformation includes dealer unification, cross-selling initiatives, and focus on architect and interior designer communities. Management indicated that approximately 70-75% of dealer churning has been completed, with the remaining expected to finish in the current quarter.

Vice Chairman Chetan Kajaria mentioned that with effect from January 1, 2026, the company has aligned pricing structures across ceramic, GVT, and PVT segments, making discount structures similar and simplifying the sales process for dealers.

Operational Developments and Market Outlook

The company converted one unit at its Gailpur plant with a capacity of 9.1 million square meters from ceramic floor tiles to glazed vitrified tiles to align with market demand for value-added products. CFO Sanjeev Agarwal noted that working capital days increased to 64 days as of December 2025, compared to 56 days in September 2025, mainly due to increased receivables.

Management expressed optimism about future growth prospects, with Rishi Kajaria stating that January 2026 showed encouraging signs. The company expects to maintain EBITDA margins in the 17-18% range while focusing on volume growth and market share expansion.

Source: Kajaria Ceramics Limited Q3FY26 earnings conference call transcript

Kajaria ceramics Limited has announced its quarterly earnings conference call to discuss Q3FY26 financial results. The company filed a disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, informing stock exchanges about the scheduled investor interaction.

Conference Call Details

The earnings call is scheduled for January 30, 2026, at 5:00 PM IST, following the company's board meeting on the same day. The call will take place after the submission of unaudited financial results for the quarter and nine months ended December 31, 2025.

Participation Information

The conference call will feature the company's senior management team discussing quarterly performance and financial results. JM Financial Institutional Securities Limited is organizing the investor call, providing multiple access options for participants.

Dial-in Numbers

Universal Access:

• +91-22-6280 1366
• +91-22-7115 8267

International Toll-Free Numbers:

Contact Information

For additional information regarding the conference call, participants can contact JM Financial representatives:

• Mr. Dharmesh Shah: +91-9819731863, dharmesh.shah@jmfl.com
• Mr. Shovik Chakraborty: +91-7719984602, shovik.chakraborty@jmfl.com
• Mr. Aakash Kedia: +91-7977604651, aakash.kedia@jmfl.com

Regulatory Compliance

The announcement was signed by Ram Chandra Rawat, COO (A&T) & Company Secretary, on January 24, 2026. The disclosure ensures compliance with SEBI listing regulations and provides transparency to investors and stakeholders about the company's quarterly financial performance discussion.