ALFA Finder| Revenue guidance | 15.5% → 24.0% Raised by 8.5 percentage points |
|---|---|
| Management target | Revenue 12.0% FY27 |
| Revenue growth | Consolidated growth guided at 11-12% excluding Foskor and Awuko. |
|---|---|
| Margins | Abrasive margins impacted by cost push; Ceramics margins expected at 20.5-21%. |
| Order book | Current order load and forecasts indicate 15% growth potential. |
| Demand visibility | Strong order load and forecasts from customers support 15% potential growth. |
| Management confidence | High regarding long-term strategy and ceramics segment momentum. |
Growth
Consolidated sales grew 16.9% YoY to INR 1,411 Cr; PAT grew 23.4% YoY to INR 76 Cr.
Outlook
Full-year CAPEX guided at INR 400 Cr. Ceramics revenue growth guidance raised to 23-25% for FY27.
Risks
Seasonal volume drops in abrasives/refractories; high oil-based input costs and energy price volatility.
Last quarter's promises, checked
Delivered
- Guided 5.5-6.5% Cons. Sales Growth → delivered 6.5% (= BEAT)
- Guided 4-4.5% Abrasive PBIT Margin → delivered 4.3% (= BEAT)
- Guided ~INR 350 Cr CAPEX → delivered INR 309 Cr (= BEAT)
Partly delivered
- Guided 1-2% Electrominerals Growth → delivered 3.7% (= BEAT)
- Guided 4.5-5.5% Electrominerals PBIT Margin → delivered 5.6% (= BEAT)
Missed
- Guided 13-14% Ceramics Growth → delivered 9.3% (= MISS)
Investor Presentation filed with BSE, 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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