ALFA Finder| Revenue guidance | 11.5% → 15.0% Raised by 3.5 percentage points |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | Standalone sales up 21.2% YoY; consolidated sales up 16.9% YoY. |
|---|---|
| Margins | Abrasives margins dropped to 10.4% from 13.1% due to input costs. |
| Demand visibility | Strong export demand in electro-minerals and high momentum in technical ceramics. |
| Management confidence | Balanced; optimistic on ceramics but cautious on abrasive cost headwinds. |
Growth
Standalone sales grew 21.2% YoY; volume-led growth in electro-minerals (33%) and ceramics (15.2%).
Outlook
FY27 revenue growth guidance raised to 15% (ex-Foskor/Awuko); ceramics growth target increased to 23-25%.
Risks
High sensitivity to crude/gas prices; sustained losses in Foskor Zirconia and Awuko lead to divestment/closure.
Last quarter's promises, checked
Delivered
- Consolidated sales growth 5.5-6.5% → delivered 6.5% (= BEAT)
- Abrasives PBIT margin 4-4.5% → delivered 4.3% (= BEAT)
- Electrominerals sales growth 1-2% → delivered 3.7% (= BEAT)
Partly delivered
- CAPEX estimate ₹350 Cr → delivered ₹309 Cr (= PARTIAL)
Missed
- Ceramics sales growth 13-14% → delivered 9.3% (= MISS)
- Electrominerals PBIT margin 4.5-5.5% → delivered 5.6% (= BEAT)
Earnings Call Transcript filed with NSE, NSE: CARBORUNIV. Summary written with AI assistance from the document.
Carborundum Universal Ltd: key numbers
- Share price
- ₹1,054.80
- Market cap
- ₹20,095 Cr
- Revenue (annual)
- ₹5,206 Cr
- Net profit (annual)
- ₹194.7 Cr
- P/E (TTM)
- 136.5×Sector 51.9×
- Promoter holding
- 38.84%-0.05% QoQ
- FII holding
- 11.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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