Q1 2025 Carborundum Universal Ltd Earnings Call Transcript
Key Points
- Consolidated abrasives revenue for Q1 FY 25 grew by 6.3% compared to the same period last year.
- Standalone abrasives business margins improved from 15.3% to 17.6%, driven by better realizations and operational efficiencies.
- Rhodia's delivered a profit in Q1 FY 25, showing a significant improvement from a loss in the same period last year.
- The company remains debt-free on a standalone basis, with a consolidated debt-to-equity ratio of 0.03.
- The company is confident of delivering a full-year consolidated sales growth of 9% to 11%, maintaining its guidance.
- Consolidated ceramics revenue for Q1 FY 25 de-grew by 6% compared to the same period last year.
- Profit after tax for Q1 FY 25 was almost flat at 113 crores compared to Q1 FY 24, indicating limited growth.
- Electro Minerals segment saw a significant decline in margins from 17.7% to 11.4% year-over-year.
- The company faced logistics-related challenges impacting sales volumes, particularly in the ceramics segment.
- Exchange rate fluctuations negatively impacted profits, particularly in the Russian subsidiary, leading to a reduction in profit by 22 crores.
Ladies and gentlemen, good day, and welcome to the cardholder and remuneration Q1 FY 25 earnings conference call hosted by Kotak Securities Limited. As a reminder, all participant lines will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing the star and zero on your touchtone phone. I now hand the conference over to Mr. Aditya Mongia data analyst investor conference.
Thank you, and over to you.
Thank you, Steve, and welcome everyone to the Q1 FY 25 earnings call. So covenant the muni versus sort of introducing the management we have today with us Mr. Caesar and Rangarajan and the Managing Director, Mr. Sushil Vinda, late in the Chief Financial Officer, Mr. Ji Chandramouli, Adviser, Investor Relations, and Mr. Ganesh Kumar, Senior Manager of Strategic Planning.
I would request the management to make the initial remarks on the
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