Sahyadri Industries Ltd (SAHYADRI) Q3FY25 Concall Summary - Dec-2024 Qtr
Performance Overview
- Sahyadri Industries experienced weaker demand and challenges in the rural economy during the nine months of FY25.
- Extended monsoon seasons in Western and Southern India, along with a cyclone in Tamil Nadu, disrupted supply chains and impacted consumer spending.
- Despite these challenges, gross margin improved by 180 bps to 43.7% in 9M FY25 due to stabilizing raw material prices.
- Global supply chain disruptions and rising logistic costs, particularly increased ocean freight costs, pressured EBITDA margins.
- The Building Material segment showed positive growth in Q3 FY25, with revenue increasing to INR 129 crores from INR 100 crores in Q2 FY25 and EBIT improving to INR 2.6 crores from a loss of INR 2 crores.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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