SOMANYCERANSE7 November 2025

Somany Ceramics Limited has informed the Exchange about Investor Presentation

Somany Ceramics Limited

7th November, 2025

BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai — 400 001 Scrip Code: 531548

National Stock Exchange of India Ltd. (NSE) Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai — 400 051 Symbol: SOMANYCERA

Sub: Investor Update for the Q2/FY2025-26.

Dear Sir/Madam,

Please find enclosed herewith Investor update of Somany Ceramics Limited regarding performance of the Company during the Quarter and Half Year ended on 30th September, 2025.

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

SOMANY CERAMICS LIMITED

Investor Update – Q2’Fy26

November 07, 2025

Crafting A Steady Future

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.

Message

The anticipated recovery in domestic demand is yet to materialise. However, despite the continued softness in the overall market, the Company delivered a resilient performance with consolidated revenues growing by 3% year-on-year to INR 681 crores in Q2.

We successfully maintained operating margins on a sequential basis (QoQ), supported by our ongoing cost-optimization initiatives, despite temporary disruption caused by the unexpected gas shutdown at our North India facility.

Recent macroeconomic trends, particularly the pickup in consumer sentiment, easing inflation, and early signs of recovery in discretionary spending coupled with Government initiatives in housing, infrastructure, and urban development and uptake in exports will create a more supportive business environment for the industry in the second half of the year.

With a strong balance sheet, focused execution, and an agile operating model, the Company remains well-positioned to capitalize on the emerging growth opportunities while continuing to drive operational excellence.

Performance Snapshot

Capacity

Production

Sales Mix

Financial

Tiles capacity of ~75 msm p.a. (including dedicated outsource tie ups)

Sanitaryware capacity of 0.48 mn pcs p.a. (excluding outsource tie ups)

Bath fittings capacity at 1.30 mn pcs p.a. (excluding outsource tie ups)

Tiles Production of 10.31 msm; Own plants (5.62 msm) and JVs (4.69 msm)

Capacity Utilisation in Q2 stood at:

• 75% in tiles • 74% in sanitaryware • Optimum capacity in

faucets

Own manufacturing (27%), JVs (32%) & Others (41%)

Sales grew by 2.9% to ₹ 681 crores

Operating margin @ 7.9%

PBT and PAT stood at ₹ 19 and ₹ 15 crores respectively

Sales Performance Sales Performance

Tiles Volume (msm)

17.81

5.25

6.58

5.98

17.80

6.93

4.94

5.93

33.36

9.17

12.68

33.81

12.99

9.43

11.51

11.39

Q2'Fy25

Q2'Fy26

H1'Fy25

H1'Fy26

Own Manufacturing

JVs (Tiles)

Own Manufacturing

JVs (Tiles)

Others Tiles

Sales Performance Sales Performance

Sales Value (INR crores)

661.52 23.32

70.10

158.38

224.65

680.53

33.58

76.39

203.27

184.01

1237.38 41.44

130.63

279.33

428.30

1282.00

60.85

139.32

380.18

352.28

185.07

183.28

357.68

349.37

Q2'Fy25

Q2'Fy26

H1'Fy25

H1'Fy26

Own Manufacturing Others Tiles Others

JVs (Tiles) Bathware

Own Manufacturing Others Tiles Others

JVs (Tiles) Bathware

Working Capital & Net Debt

Standalone

311

210

192

356 274

276

257

191

194

262

296

221

391

378

268

Consolidated 369

347

337 287

338

334

367 346 295

Mar'23

Mar'24 -7

-1 Mar'25

-1 Sep'25

Mar'23

Mar'24

Mar'25

Sep'25

Working Capital days

Debtors

Working Capital days

Debtors

Inventories

Trade payable

Inventories

Trade payable

0.05

-0.07

-0.05

Mar'23

Mar'24

Mar'25

Sep'25

308

257

225

207

-50

-54

-42

Net Debt

Net Debt Equity ratio

0.39

0.36

0.29

0.26

Mar'23

Mar'24

Mar'25

Jun'25

Net Debt

Net Debt Equity ratio

Figures in INR crores; Working Capital days excluding investments & cash balance, short term borrowings, capital creditors

Profit & Loss (Standalone)

Particulars

Q2'Fy26

Q2'Fy25

Growth

H1'Fy26

H1'Fy25

Growth

Sales

EBIDTA

656

639

2.6%

1,235

1,198

3.1%

26.9%

25.1%

EBIDTA margin

6.3%

5.1%

1.2%

6.2%

5.1%

1.1%

Profit Before Tax

24.4%

15.6%

PBT margin

4.7%

3.9%

0.8%

4.3%

3.8%

0.5%

Exceptional Item (Gain)/Loss PBT after Exceptional Item

Tax expenses

Profit after tax

EPS (Rs.)

24.4%

27.2%

23.4%

15.6%

16.6%

15.2%

5.49

4.46

23.0%

9.58

8.32

15.2%

Profit & Loss (Consolidated)

Particulars

Q2'Fy26

Q2'Fy25

Growth

H1'Fy26

H1'Fy25

Growth

Sales

EBIDTA

EBIDTA margin

Profit Before Tax

PBT margin

Exceptional Item (Gain)/Loss PBT after Exceptional Item

Tax expenses

Profit after tax

PAT - Controlling Interest

681

662

2.9%

1,282

1,237

3.6%

-4.4%

102

105

-3.1%

7.9%

8.5%

-0.6%

7.9%

8.5%

-0.6%

-24.7%

-30.4%

2.7%

3.7%

-1.0%

2.3%

3.5%

-1.2%

-24.7%

-14.6%

-29.0%

-12.6%

-30.4%

-23.4%

-33.6%

-13.9%

EPS (Rs.)

3.65

4.19

-12.9%

6.18

7.19

-14.0%

Balance Sheet

Particulars

Property, Plant & Equip. (incld. CWIP) Loans & Investments Other Non-current Assets Current Assets Total Assets

Equity Share Capital Other Equity Net Worth Non-controlling Interest Total Debt Other Non-current Liabilities Current Liabilities Total Liabilities

Standalone

Consolidated

H1'Fy26

FY 25

H1'Fy26

477 433 20 567 1,496

8 822 830 - 14 135 518 1,496

491 379 17 658 1,545

8 792 800 - 14 130 601 1,545

1,064 8 44 787 1,903

8 777 785 77 271 142 627 1,903

FY 25 1,080 8 33 846 1,967

8 764 772 73 302 139 681 1,967

Historical Financials (Profit & Loss)

Particulars

Sales

EBIDTA

EBIDTA margin

Depreciation

Interest

Profit Before Tax

PBT margin

Exceptional Item (Gain)/Loss

PBT after Exceptional Item

Tax expenses

Profit after tax

PAT - Controlling Interest

FY 25

FY 24

FY 23

FY 22

FY 21

2,643

2,577

2,465

2,083

1,641

221

8.4%

3.3%

253

9.8%

145

5.6%

143

189

207

190

7.7%

9.9%

11.6%

126

101

3.9%

6.1%

6.2%

126

EPS (Rs.)

14.65

23.01

16.83

20.88

13.43

Based on Consolidated Financials

Historical Financials (Balance Sheet)

Particulars

FY 25

FY 24

FY 23

FY 22

FY 21

Property, Plant & Equip. (incld. CWIP)

1,080

1,130

1,062

979

768

Loans & Investments

Other Non-current Assets

Current Assets

Total Assets

Equity Share Capital

Other Equity

Net Worth

Non-controlling Interest

Total Debt

Other Non-current Liabilities

Current Liabilities

Total Liabilities

Based on Consolidated Financials

846

822

899

786

765

1,967

1,984

2,011

1,793

1,559

764

772

302

139

681

712

720

113

335

123

693

779

787

108

488

118

510

718

726

108

477

108

374

633

641

100

423

112

283

1,967

1,984

2,011

1,793

1,559

Pan India Manufacturing Facilities

1.30 mn pcs @ Derabassi, Punjab (Faucet)

23.32 MSM @ Bahadurgarh, Haryana (Tiles)

Tiles Adhesive @ Bahadurgarh, Haryana

11.15 MSM @ Ahmedabad, Gujarat (Tiles)

Tiles Adhesive @ Ahmedabad, Gujarat

12.04 MSM @ Morbi, Gujarat (Tiles)

0.48 mn pcs @ Morbi, Gujarat (Sanitaryware)

8.40 MSM @ Tirupati, Andhra Pradesh (Tiles)

Shareholding as on 30th Sep’25

Particulars

30th Sep’25

30th Jun’25

Promoters

55.0%

20.8%

FII

DII

1.0%

1.4%

23.2%

23.0%

55.0%

23.2%

Others

20.8%

20.6%

Equity Shares

4,10,12,806

4,10,09,605

1.0%

Equity shares of ₹ 2/- each

Promoters

FII

DII

Others

For further information, please contact:

Company :

Investor Relations Advisors :

Mr. Sailesh Raj Kedawat, CFO

sailesh.kedawat@somanyceramics.com

MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Service

www.somanyceramics.com

CIN - L40200WB1968PLC224116

Mr. Nikunj Seth nikunj.seth@in.mpms.mufg.com

Mr. Sejal Bhattar sejal.bhattar@in.mpms.mufg.com

Meeting Request

Link

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