Q3-FY26 · Abhishek Somani
We hardly using [propane]. It depends in the north plant we using natural gas. We have three different kinds of gas which we get and also we using a lot of biofuel. So we're kind of insulated when the Henry Hub goes up.
SOMANYCERA / language trends
Read confidence between the lines.
Somany Ceramics · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Abhishek Somani
We had mentioned that in FY26 the losses would be in the same range, in FY27 we had said that the losses from 25-26 crores will be down to below 10 crores and we continue with that guideline and we will demonstrate that from a moving average in quarter 4 itself.
Q3-FY26 · Abhishek Somani
The growth has happened where approximately 25% of our tile counters are also sanitaryware counters but now that we've grown very large in bathware and formed our relations and proven to the market that we are excellent in quality and excellent in product, it is becoming easier for us to bundle this going forward with our tile dealers.
Q4-FY26 · Abhishek Somany
Morbi has increased prices by about 30-35%. Which means that the organized players have increased prices about 16 or 17%. So in percentage terms our increase is lesser versus theirs. So with that kind of a sharp increase they are having trouble facing demand.
Q4-FY26 · Abhishek Somany
This is the old saying that somebody's loss is somebody's gain. I think as far as the industry is concerned the branded players the organized players are to gain from this disruption provided there's no further disruption in this regard.
Q4-FY26 · Abhishek Somany
We focused a lot of volume growth towards our non-JV partners. There was lot of inventory lying there. I didn't want them to price me at a higher price. So we focused there. Our inventory we kept for sale in April because the prices was further going to go up in April.