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Earnings Call

CCL Products India Earnings Call: Key Takeaways

CCL Products reported strong FY26 results with 43% annual revenue growth and 25% PAT growth, driven by volume and high coffee prices.

Why this was an Alfa AlertEBITDA growth achieved 32% for FY26, which is 28% higher than the guided upper end of 25% (previously revised from 20%).
Highlights
Revenue growth43% for FY26; 46% for Q4 FY26.
MarginsEBITDA per kg improved annually; optical margin contraction due to price inflation.
Demand visibilityStrong; increasing shift to long-term contracts for freeze-dried capacity.
Management confidenceHigh; guided for sustained 15% growth over next 2 years.

Growth

Q4 revenue grew 46% to ₹1,226cr; FY26 revenue up 43% to ₹4,465cr. FY26 PAT grew 25% to ₹388cr.

Outlook

FY27 guidance: 15% volume growth and 15% EBITDA growth. Maintenance capex of ₹25-35cr; no major expansion planned.

Risks

Red Sea/Middle East crisis causing minor supply disruptions; volatility in green coffee prices impacting optical margins.

Source

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

Read the document ↗

CCL Products India Ltd: key numbers

Share price
₹1,044.40
Market cap
₹13,946 Cr
Revenue (annual)
₹4,457 Cr
Net profit (annual)
₹388.1 Cr
P/E (TTM)
32.2×Sector 29.0×
Promoter holding
46.14%+0.03% QoQ
FII holding
12.07%Current quarter

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

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