AI Summary
✦ ClarthaCera Sanitaryware is an Indian building-products manufacturer, seller, and trader. Sanitaryware, faucets and bath accessories drive core revenue, alongside tiles, kitchen sinks, and bathroom furniture. Its dealer network and direct channels serve homeowners, developers, contractors, government bodies, and large institutional buyers. Q1FY27 revenue rose 19.5% to ₹486 crore, but lower profit indicates limited operating leverage despite stronger sales. ROE is 14.5%, while declining margins and a 17.2% profit contraction weaken earnings quality. Debt/equity of 3.17 indicates high leverage, which magnifies financial risk and pressures the sustainability of ROE. At 38.3x earnings, the stock appears rich versus its recent profit trajectory and sector growth profile. Positive sentiment may persist if revenue momentum broadens, but leverage, margin recovery, and earnings conversion remain key open questions.
Valuation Metrics
Trading 8.8% below historical median. Valuation is declining — currently in the strongly undervalued zone (z-score: -0.55). Confidence: 81%.
Live forward EPS implies next-12-month EPS of ₹233.80. Applying the stock's normalized valuation corridor produces a fair range of ₹8,430.83 to ₹11,549.72, with base value near ₹9,819.60 (+62.8% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹233.80
Forward P/E
25.8x
Base Fair Value
₹9,819.60
Fair Range
₹8,430.83 - ₹11,549.72
Upside To Base
+62.8%
Estimate Source
Live forward EPS
Growth Estimate
-9.7%
5Y Average
38.88
Current
38.31
Overvalued
49.40
Undervalued
36.06
5Y Average
27.34
Current
26.82
Overvalued
32.28
Undervalued
22.40
5Y Average
5.31
Current
5.29
Overvalued
6.10
Undervalued
4.51
Peers & Comparison
Sector: Industrials · Theme: Building Products - Ceramics
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
KAJARIA CERAMICS LTD KAJARIACERBuilding Products - Ceramics | +20.4% | 10.8% | 34.5x Fair | 0% vs avg | -10.8% |
CERA SANITARYWARE LTD trades in line with peers (38.1x vs avg 34.5x), reflecting a fair valuation within the Building Products - Ceramics cohort. Peers include KAJARIA CERAMICS LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.
Latest revenue
₹486 CrJun 2026Latest net profit
₹45 CrJun 2026Latest EPS
₹35.13Jun 2026Net margin
10.0%Jun 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Jun 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Debt
- Free cash flow
- Cash & equivalents
Results
| Metric | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 427 | 461 | 437 | 547 | 398 | 490 | 449 | 578 | 407 | 488 | 499 | 624 | 486 |
| Expenses + | 358 | 387 | 377 | 455 | 342 | 420 | 390 | 472 | 354 | 421 | 448 | 526 | 437 |
| Operating Profit | 68 | 74 | 59 | 92 | 56 | 70 | 59 | 106 | 53 | 67 | 51 | 98 | 49 |
| OPM % | 16% | 16% | 14% | 17% | 14% | 14% | 13% | 18% | 13% | 14% | 10% | 16% | 10% |
| Other Income + | 16 | 11 | 16 | 16 | 16 | 18 | 12 | 14 | 19 | 17 | -7 | 17 | 21 |
| Interest | 1 | 1 | 1 | 1 | 1 | 3 | 2 | 2 | 1 | 2 | 2 | 1 | 1 |
| Depreciation | 8 | 8 | 9 | 9 | 8 | 10 | 10 | 10 | 9 | 10 | 10 | 10 | 9 |
| Profit before tax | 75 | 76 | 65 | 98 | 63 | 75 | 60 | 108 | 61 | 72 | 32 | 104 | 60 |
| Tax % | 25% | 25% | 22% | 23% | 25% | 10% | 23% | 21% | 24% | 22% | 27% | 25% | 24% |
| Net Profit + | 56 | 57 | 51 | 75 | 47 | 68 | 46 | 86 | 47 | 57 | 24 | 77 | 45 |
| EPS in Rs | 43.34 | 43.74 | 39.12 | 57.69 | 36.11 | 52.79 | 35.56 | 66.35 | 36.08 | 43.92 | 18.35 | 59.97 | 35.13 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).
Events Timeline
Link Of Audio Recording Of Q1 FY2027 Earnings Conference Call Held On 8Th August, 2026