NSEAnalysts/Institutional Investor Meet/Con. Call Updates12 Aug 2026 · 12 Aug 2026, 03:58 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Somany Ceramics Limited · SOMANYCERA

✦ AI Summary▲ PositiveResults

Somany Ceramics Limited delivered a strong performance in Q1 FY27, with consolidated revenue growing 24% YoY to INR 744 crore, supported by improved realizations and a favourable product mix. EBITDA margin improved to 11.6%, driven by product mix improvement and continued focus on operational efficiencies.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Full Announcement

Please find enclosed herewith Investor update of Somany Ceramics Limited regarding performance of the Company during the quarter ended on 30th June, 2026.

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SOMANYCERAMICS_12082026155634_InvestorupdateQ1FY202627_sd.pdf

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12th August, 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 Q1FY26-27. Dear Sir/Madam, Please find enclosed herewith Investor update of Somany Ceramics Limited regarding performance of the Company during the quarter ended on 30th June, 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 | Q1FY27 August 12, 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 delivered a strong performance in Q1 FY27, with consolidated revenue growing 24% YoY to INR 744 crore, supported by improved realizations and a favourable product mix. EBITDA margin improved to 11.6%, driven by product mix improvement and continued focus on operational efficiencies. The quarter witnessed supply-side disruptions in the Morbi cluster due to fuel shortages, labour unavailability, and elevated gas prices, resulting in production curtailments across the industry. However, gradual normalization of operations towards the end of the quarter helped improve overall market sentiment. To cater to the growing Southern market, the Company has announced a new manufacturing facility with an annual capacity of approximately 9 million+ sqm. of Glazed Vitrified Tiles. Looking ahead, we remain optimistic about the industry’s growth prospects, supported by sustained demand from housing, infrastructure, and renovation segments. Our focus will remain on delivering profitable growth through market share gains, product premiumization, higher capacity utilization, disciplined cost management, and stronger cash flow generation. We will continue to leverage our strong brand equity and extensive distribution network to capitalize on emerging market opportunities. Wishing you all a very Happy Independence Day! Jai Hind! Somany Ceramics Ltd | Investor Presentation Performance Snapshot Capacity Production Sales Mix Financial • Tiles capacity of ~80 msm Tiles Production of 10.99 p.a. (including dedicated msm; Own plants (6.21 • Own manufacturing • Sales grew by 24% to outsource tie ups) msm) and JVs (4.78 msm (34%) ₹ 744 crores • Sanitaryware capacity of Capacity Utilisation in Q1 • JVs (34%) • Operating margin 0.48 mn pcs p.a. stood at: @11.6% (excluding outsource tie • Others (32%) ups) • 80% in tiles (83% at • PBT and PAT stood at Standalone) ₹ 50 and ₹ 36 crores • Bath fittings capacity at • 77% in sanitaryware respectively 1.30 mn pcs p.a. • 95% in faucets (excluding outsource tie ups) Somany Ceramics Ltd | Investor Presentation Sales Performance Tiles Volume (msm) Sales Value (INR crores) 744.20 16.46 35.17 16.01 601.47 76.49 4.97 27.27 6.06 62.93 184.41 176.91 4.82 4.49 209.23 168.27 6.67 5.46 238.90 166.09 Q1'Fy26 Q1'Fy27 Q1'Fy26 Q1'Fy27 Own Manufacturing JVs (Tiles) Own Manufacturing JVs (Tiles) Outsource Tiles Bathware Outsource Tiles Others Somany Ceramics Ltd | Investor Presentation Working Capital & Net Debt Standalone Consolidated 356 400 369 311 347 338 352 363 274 270 268 337 334 210 269 300 334 350 268 301 287 291 214 205 192 191 200 -1 8 13 9 12 Mar'24 Mar'25 Mar'26 Jun'26 -7 Mar'24 Mar'25 Mar'26 Jun'26 Working Capital days Debtors Working Capital days Debtors Inventories Trade payable Inventories Trade payable -0.07 -0.07 -0.14 -0.13 Mar'24 Mar'25 Mar'26 Jun'26 -54 105 107 -115 0.36 0.29 0.12 0.12 -123 Mar'24 Mar'25 Mar'26 Jun'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 Somany Ceramics Ltd | Investor Presentation Profit & Loss (Standalone) Particulars (INR crores) Q1’FY27 Q1’FY26 Growth FY26 FY25 Growth Sales 688 580 18.6% 2,628 2,560 2.6% EBIDTA 61 35 72.5% 184 139 32.1% EBIDTA margin 8.8% 6.1% 2.8% 7.0% 5.4% 1.6% Profit Before Tax 47 23 109.0% 138 103 33.3% PBT margin 6.9% 3.9% 3.0% 5.2% 4.0% 1.2% Exceptional Item (Gain)/Loss - - - 5 -9 - PBT after Exceptional Item 47 23 109.0% 133 113 17.7% Tax expenses 12 6 107.6% 34 27 24.1% Profit after tax 35 17 109.5% 99 86 15.6% EPS (INR) 8.56 4.09 109.3% 24.16 20.89 15.7% Somany Ceramics Ltd | Investor Presentation Profit & Loss (Consolidated) Particulars (INR crores) Q1’FY27 Q1’FY26 Growth FY26 FY25 Growth Sales 744 601 23.7% 2,771 2,643 4.8% EBIDTA 86 48 78.9% 258 221 16.7% EBIDTA margin 11.6% 8.0% 3.6% 9.3% 8.4% 0.9% Profit Before Tax 50 11 337.1% 114 87 30.6% PBT margin 6.7% 1.9% 4.8% 4.1% 3.3% 0.8% Exceptional Item (Gain)/Loss - - - 5 2 - PBT after Exceptional Item 50 11 337.1% 109 85 27.5% Tax expenses 16 4 284.9% 35 27 27.0% Profit after tax 34 7 365.7% 74 58 27.8% PAT - Controlling Interest 36 10 242.7% 81 60 35.2% EPS (INR) 8.66 2.53 242.3% 19.80 14.65 35.2% Somany Ceramics Ltd | Investor Presentation Historical Financials (Profit & Loss) Particulars (INR crores) FY 26 FY 25 FY 24 FY 23 FY 22 Sales 2,771 2,643 2,577 2,465 2,083 EBIDTA 258 221 253 189 207 EBIDTA margin 9.3% 8.4% 9.8% 7.7% 9.9% Depreciation 107 90 73 68 64 Interest 48 52 46 40 30 Profit Before Tax 114 87 145 95 126 PBT margin 4.1% 3.3% 5.6% 3.9% 6.1% Exceptional I [Showing first 8,000 characters — download PDF for full document]