Morbi outsourcing disruption
Many Morbi plants remain shut; outsourcing volumes may be impacted in Q1 FY27 until Morbi production normalizes.
medium · analyst_question
Kajaria Ceramics Limited — Q4 FY26
Kajaria Ceramics delivered a strong Q4 FY26 with 12% revenue growth to ₹1,373 crore and PAT surging 216% to ₹136 crore, driven by 11% volume growth and 918 bps EBITDA margin exp...
bullish
high
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Volatile gas prices
Gas prices have risen sharply (north from ₹55 to ₹62.5/scm) and remain unpredictable due to government allocation changes.
high · management_commentaryDemand impact from price hikes
Price increases of 12-17% may temper demand, though management sees no immediate impact on construction activity.
low · analyst_question