ALFA Finder| Revenue growth | Muted overall; 52% in Writing Instruments. |
|---|---|
| Margins | Gross margins improved sequentially to 52.4%. |
| Demand visibility | Subdued currently; channel inventory correction completed. |
| Management confidence | Positive on Q2 recovery and festive season demand. |
Growth
Revenue hit Rs. 526.7 Cr; Writing Instruments grew 52% YoY, while Consumer Ware faced muted demand and inventory shortages.
Outlook
Focus on ramping up in-house steel bottle and glassware production; peak revenue targets of Rs. 275 Cr for glassware.
Risks
Rising input costs, high gas prices (80% increase since March), and Chinese dumping in the glassware segment.
Last quarter's promises, checked
Delivered
- Writing Instruments target Rs. 500Cr+ FY27 → current growth 52% (= BEAT)
- Steel bottle line ramp-up by July → operationalized 2 lines in Q4 (= BEAT)
- Maintain gross margins near 49.8% → delivered 52.4% (= BEAT)
Partly delivered
- Reduce debtor days by 10-15 days → channel inventory corrected but receivables still stretched (= PARTIAL)
Missed
- Revenue growth guide 10-12% → delivered Rs. 527Cr (muted YoY) (= MISS)
- Glassware EBITDA target 28-30% → currently at breakeven (= MISS)
Investor Presentation filed with BSE, NSE: CELLO. Summary written with AI assistance from the document.
Cello World Ltd: key numbers
- Share price
- ₹366.95
- Market cap
- ₹8,105 Cr
- Revenue (annual)
- ₹2,324 Cr
- Net profit (annual)
- ₹331.5 Cr
- P/E (TTM)
- 26.2×Sector 44.3×
- Promoter holding
- 73.50%-1.50% QoQ
- FII holding
- 2.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Cello World Ltd
All →Cello World Earnings Call Transcript: Key Takeaways
Q2 revenue rose 7.8% to ₹633.2 Cr, but EBITDA margin fell about 270bps to 21.3%. H1 growth was only 3.9%, yet management targets about 10% FY27 growth while refusing margin guidance and hedging on FY28-29.
- Call
- Guides 10% growth
Cello World Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹633 Cr (+7.8% YoY), EBITDA margin 21.3%, PAT ₹81.9 Cr (-10% YoY). Focus on input-cost inflation, festive demand shifting into Q3, and Rajasthan steel bottle ramp-up.
Cello World Results Update
Cello World's Q2 FY27 revenue rose 7.8% to Rs.633 crore, while PAT fell 10.3%. This investor press release highlights results, not the full statement.
Cello World Other Announcement
Cello World's QIP monitoring report shows no fund deviation for the quarter ended September 2026. Object 1 is delayed, with Rs.1.51 crore unutilised.
Cello World Q2 FY27 Results: Net Profit ₹81.9 Cr, Down 10.3% YoY
Cello World Ltd reported revenue from operations of ₹633.2 Cr (+7.8% YoY) and net profit of ₹81.9 Cr (-10.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹81.9 Cr · -10.3% YoY
Cello World Board Meeting Date
Cello World will hold a board meeting on 05 Nov 2026 to consider September 2026 quarter results. Trading window remains closed until 14 Nov 2026.