Financials:
โขRevenue: โน244 cr (+18% YoY)
โขEBITDA: โน49.5 cr (+34% YoY); margin 20.3%
โขPAT: โน27.2 cr (+62% YoY)
โขH1 Revenue โน471 cr; PAT โน50 cr
Segments:
โขQuartz Sinks:
โขIKEA (70% non-U.S. biz) + Loweโs scaling; 197k units, 88% utilization
โข+100k capacity by Decโ25; tariff impact limited to 12โ13% of revenue
โขStainless Steel Sinks:
โข95% utilization; expanding to 250k by Q4 FY26, then 400k in FY27
โขAppliances:
โข+30% revenue YoY; 150k unit capacity by Q2 FY27 (โน25 cr capex)
โขFaucets:
โขRamp-up to 100k p.a. next year; export-ready stainless steel focus
Outlook:
โขRevenue growth ~15% CAGR, margins 18โ20%
โขExecution on capex + tariff resolution key watchpoints
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