Cera Sanitaryware (532443) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
3 Mar, 2026Industry leadership and brand portfolio
Over 44 years of design-led innovation and product quality, with a comprehensive range across Senator, CERA Luxe, CERA, and new value brand Polipluz targeting rural markets.
Strong pan-India presence with 6,900+ dealers, 28,000+ retailers, 2,057 brand stores, and 13 company-owned experience centres.
Brand promise built on quality, value, and customer trust, with niche brands for diverse segments.
Financial performance and capital management
FY25 revenue reached Rs. 1,915 crore, with cash reserves of Rs. 757 crore and zero debt.
Consistent dividend payout for over 30 years, with free cash flow exceeding annual capex.
FY25 PAT at Rs. 246 crore, ROCE at 23%, and ROE at 20%.
Q3 FY26 standalone revenue at Rs. 510 crore, but margins and PAT declined YoY.
Leadership, governance, and shareholding
Promoters hold 54.4% stake; key institutional investors include Nalanda India Equity Fund, Canara Robeco MF, and Vanguard MF.
Leadership team with deep industry experience across manufacturing, finance, sales, and marketing.
High governance standards and focus on stakeholder value creation.
Latest events from Cera Sanitaryware
- Revenue and profit rose, margins improved, ₹65/share dividend recommended, and Milo Tile LLP written off.532443
Q4 24/258 Jul 2026 - Q3FY25 delivered modest growth and profit, with margin pressure and a one-time impairment.532443
Q3 24/258 Jul 2026 - Revenue up 11.1% YOY, but margins and profit fell due to wage code costs; margin recovery expected.532443
Q3 25/268 Jul 2026 - Revenue and profit declined in Q1; major buyback and dividend approved.532443
Q1 24/258 Jul 2026 - Steady Q2 and H1 results, LLP divestments, and 7%-8% FY26 growth guided with margin resilience.532443
Q2 25/268 Jul 2026 - Sustained growth driven by innovation, brand strength, and robust financial performance.532443
Investor presentation18 May 2026 - Q4 FY26 revenue up 11.4%, profits down, ₹75 dividend proposed, margin recovery expected.532443
Q4 25/269 May 2026 - Q2 FY25 saw higher revenue and profit, margin pressure, a share buyback, and legal proceedings.532443
Q2 24/2514 Jan 2026 - Stable Q1 with 5.4% revenue growth, B2B gains, new brands, and Milo Tile LLP write-off.532443
Q1 25/2623 Nov 2025