BSECompany Update3d ago · 4 Nov 2026, 10:59 pm

Investor update of Somany Ceramics Limited regarding performance of the Company during the quarter and half year ended on 30th September, 2026

Somany Ceramics Ltd · 531548

✦ AI Summary▲ PositiveResults

Somany Ceramics Ltd reported a 25.4% YoY increase in consolidated revenue to INR 854 crore in Q2FY27, with EBITDA growing to INR 100 crore and EBITDA margin improving to 11.7%. Domestic demand remained healthy, while exports were under pressure due to high fuel and freight costs and trade-related disruptions.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment8/10

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Somany Ceramics Ltd - 531548 - Announcement under Regulation 30 (LODR)-Investor Presentation

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4th November, 2026 BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy (NSE) Towers, Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Bandra (E), Mumbai — 400 001 Mumbai — 400 051 Scrip Code: 531548 Symbol: SOMANYCERA Sub: Investor Update for the Q2FY26-27. Dear Sir/Madam, Please find enclosed herewith Investor update of Somany Ceramics Limited regarding performance of the Company during the quarter and half year ended on 30th September, 2026. The Investor update may also be accessed on the website of the Company www.somanyceramics.com. This is for your information & records. Thanking you, Yours faithfully, For Somany Ceramics Limited Anuj Kalia Company Secretary & Compliance Officer Membership No.: A31850 Encl: as above SOMANY CERAMICS LIMITED | Corporate Office: F-36, Sector-6, Noida, 201301 (U.P.), India Registered Office: 2, Red Cross Place, Kolkata - 700 001 | Tel: (033) 22487406/5913 Corporate Identity Number (CIN): L40200WB1968PLC224116 T: 0120 - 4627900 | customer.care@somanyceramics.com | www.somanyceramics.com | 1800-1030-004 Investor Update | Q2FY27 November 04, 2026 SOMANY CERAMICS LIMITED Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Somany Ceramics Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties, and the actual results could materially differ from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in future or update any forward-looking statements made from time to time by or on behalf of the Company. Somany Ceramics Ltd | Investor Presentation Message The Company reported a robust performance in Q2’FY27, with consolidated revenue rising 25.4% year-on-year to INR 854 crore. EBITDA grew to INR 100 crore, and EBITDA margin improved to 11.7%, aided by a richer product mix, operating leverage and a sustained focus on cost efficiency. Domestic demand remained healthy across both the retail and project segments, driven by steady housing activity and renovation demand. Exports, on the other hand, remained under pressure, with high fuel and freight costs and trade-related disruptions eroding their global competitiveness Looking ahead, we believe the industry is entering a phase in which market leadership, brand equity and operational execution will be the key drivers of growth. Backed by a strong balance sheet, a growing market presence and a disciplined approach to capital allocation, we are confident of further strengthening our competitive position and delivering superior value to our shareholders. Wishing you and your families a very Happy Diwali! Somany Ceramics Ltd | Investor Presentation Performance Snapshot Capacity Production Sales Mix Financial • Tiles capacity of ~80 msm Tiles Production of 13.09 p.a. (including dedicated msm; Own plants (7.41 • Own manufacturing (31%) • Sales grew by 25.4% to outsource tie ups) msm) and JVs (5.68 msm) ₹854 crores • JVs (32%) • Sanitaryware capacity of Capacity Utilisation in Q2 • Operating margin @11.7% 0.48 mnpcs p.a. stood at: • Others (37%) (excluding outsource tie • PBT and PAT stood at ups) • Optimumin tiles ₹62 and ₹42 crores • 80%in sanitaryware respectively • Bath fittings capacity at • Optimum in faucets 1.30 mnpcs p.a. (excluding outsource tie ups) Somany Ceramics Ltd | Investor Presentation Sales Performance Tiles Volume (msm) 18.77 35.23 17.80 33.81 6.95 11.92 6.93 12.99 4.98 9.80 4.94 9.43 6.84 13.51 5.93 11.39 Q2'Fy26 Q2'Fy27 H1'Fy26 H1'Fy27 Own Manufacturing JVs (Tiles) Own Manufacturing JVs (Tiles) Outsource Tiles Outsource Tiles Somany Ceramics Ltd | Investor Presentation Sales Performance Sales Value (INR crores) 1597.73 853.53 78.12 42.95 164.32 1282.00 87.83 680.53 60.85 33.58 139.32 441.95 76.39 257.54 380.18 203.27 431.26 222.03 352.28 184.01 482.08 243.18 183.28 349.37 Q2'Fy26 Q2'Fy27 H1'Fy26 H1'Fy27 Own Manufacturing JVs (Tiles) Own Manufacturing JVs (Tiles) Outsource Tiles Bathware Outsource Tiles Bathware Others Others Somany Ceramics Ltd | Investor Presentation Profitability-Consolidated EBIDTA 120 42 45 100 40 80 30 40 15 Q2'Fy26 Q2'Fy27 Q2'Fy26 Q2'Fy27 186 200 180 80 160 70 140 60 102 120 50 25 30 H1'Fy26 H1'Fy27 H1'Fy26 H1'Fy27 Somany Ceramics Ltd | Investor Presentation Ratios (Consolidated) EBIDTA % 11.7% 11.6% 9.8% 9.3% 8.4% FY24 FY25 FY26 Q1'FY26 Q2'FY26 ROCE 23.8% 18.9% 20.4% 16.7% 12.9% 14.6% 13.7% 10.1% 11.8% 8.1% Mar'24 Mar'25 Mar'26 Q1'Fy27 Q2'Fy27 Mar'24 Mar'25 Mar'26 Q1'Fy27 Q2'Fy27 Figures in INR crores; Working Capital days excluding investments & cash balance, short term borrowings, capital creditors Somany Ceramics Ltd | Investor Presentation Working Capital & Net Debt Standalone Consolidated 356 500 311 305 274 270 417 400 369 259 347 338 352 210 269 240 300 337 334 192 191 287 287 -1 8 13 9 20 Mar'24 Mar'25 Mar'26 Sept'26 -7 Mar'24 Mar'25 Mar'26 Sept'26 Working Capital days Debtors Working Capital days Debtors Inventories Trade payable Inventories Trade payable -0.07 -0.07 -0.14 -0.09 Mar'24 Mar'25 Mar'26 Sept'26 0.36 0.29 0.12 0.19 -123 Mar'24 Mar'25 Mar'26 Sept'26 Net Debt Net Debt Equity ratio Net Debt Net Debt Equity ratio Figures in INR crores; Working Capital days excluding investments & cash balance, short term borrowings, capital creditors Consolidated Net Debt includes INR 25 Cr Debt taken for solar/other energy related investments. Somany Ceramics Ltd | Investor Presentation Profit & Loss (Standalone) Particulars (INR crores) Q2’FY27 Q2’FY26 Growth H1FY27 H1FY26 Growth Sales 778 656 18.7% 1,466 1,235 18.7% EBIDTA 74 41 78.7% 134 76 75.9% EBIDTA margin 9.4% 6.3% 3.2% 9.1% 6.2% 3.0% Profit Before Tax 60 31 94.5% 107 53 100.7% PBT margin 7.7% 4.7% 3.0% 7.3% 4.3% 3.0% Exceptional Item (Gain)/Loss 2 - - 2 - - PBT after Exceptional Item 57 31 86.8% 104 53 96.2% Tax expenses 15 8 91.2% 28 14 98.1% Profit after tax 42 23 85.2% 77 39 95.5% EPS (INR) 10.17 5.49 85.1% 18.73 9.58 95.5% Somany Ceramics Ltd | Investor Presentation Profit & Loss (Consolidated) Particulars (INR crores) Q2’FY27 Q2’FY26 Growth H1FY27 H1FY26 Growth Sales 854 681 25.4% 1,598 1,282 24.6% EBIDTA 100 54 86.4% 186 102 82.8% EBIDTA margin 11.7% 7.9% 3.8% 11.6% 7.9% 3.7% Profit Before Tax 62 19 236.3% 112 30 2 [Showing first 8,000 characters — download PDF for full document]