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Earnings Call

Carborundum Universal Earnings Call: Key Takeaways

CUMI crossed ₹5,000cr consolidated revenue in FY26. Standalone revenue grew 8.6% to ₹3,024cr, though consolidated PBT fell 27.2% due to subsidiary losses and sanctions on VAW Russia.

Why this was an Alfa AlertNot a filter event. FY26 consolidated growth of 6.5% was within the 5.5-6.5% guided range.
Highlights
Revenue growthFY26 consolidated revenue up 6.5% YoY to ₹5,149cr.
MarginsAbrasives PBIT margin 4.3%; guided 9.5-10% for FY27.
Demand visibilityStrong visibility in SOFC, semiconductors, and aerospace segments.
Management confidenceHigh confidence in Aspiration 2030 and FY27 rebound.

Growth

FY26 Consolidated Sales grew 6.5% to ₹5,149cr. Q4 consolidated sales grew 15.4% YoY.

Outlook

FY27 consolidated revenue growth guided at 11-12% (ex-subsidiary closures); ₹400cr CAPEX planned for FY27.

Risks

Closure of Awuko and Foskor Zirconia; Russian sanctions impacting VAW sales; volatility in Zircon sand prices.

Source

Earnings Call filed with NSE, NSE: CARBORUNIV. Summary written with AI assistance from the document.

Read the document ↗

Carborundum Universal Ltd: key numbers

Share price
₹1,278.50
Market cap
₹24,356 Cr
Revenue (annual)
₹5,206 Cr
Net profit (annual)
₹194.7 Cr
P/E (TTM)
116.4×Sector 53.6×
Promoter holding
38.89%+0.00% QoQ
FII holding
11.13%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Carborundum Universal Investor Presentation: Key Takeaways

CUMI reported 16.9% consolidated revenue growth in Q1 FY'27, driven by strong standalone performance in Electrominerals. Strategy focuses on high-purity ceramics for semiconductors and scaling exports.

Call
Guides 12% growth