Cello World Ltd
Cello World Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company aims to achieve sales around INR 400 crores from the Cello brand acquisition by FY 2027, focusing on profitable growth rather than just top-line expansion. The company aims for double-digit revenue growth, targeting around 12%-15% growth for FY '26 and maintaining strong growth momentum into FY '27.
From Cello World Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company aims to achieve sales around INR 400 crores from the Cello brand acquisition by FY 2027, focusing on profitable growth rather than just top-line expansion.
- They expect to turn around the acquired writing instruments category within 1 to 1.5 years, achieving profitability levels similar to the existing Unomax segment.
- With existing capacities and limited capex (mainly machine additions), they anticipate scaling up production efficiently in the writing instruments segment.
- Consumer ware and glassware segments aim for significant growth, with glassware utilization expected to reach 70-75% to generate good margins over a 10-year horizon.
- The overall company targets double-digit revenue growth (12%-15%) with sustained EBITDA margins around 22%-23% for the current year.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Cello World Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY '26 capex is around INR 150 crores, including about INR 75 crores for steel plant expansion (land and building) and the rest for maintenance.
- FY '27 capex is expected to be around INR 75 crores primarily for maintenance.
- Limited additional capex planned for writing instruments, mostly for adding machines, molds, molding and tip machines within existing Unomax facilities.
- New capacity coming on stream for steel category to stabilize supply shortages and substitute imports, expected to stabilize in 4-5 months.
- Small capacity additions planned in plastic houseware and expected capacity expansion in glassware as revenue grows.
2 more points management made on capital expenditure plans
Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Cello World Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention the current or expected order book or pending orders for Cello World Limited.
- Management discusses strong demand and channel sales improving post-festive season, indicating healthy order flow.
- The glassware plant utilization is increasing and nearing breakeven, suggesting rising orders to build capacity utilization.
- The company is optimistic about steady or growing demand across categories, planning capacity expansions cautiously.
2 more points management made on order book & pipeline
Cello World Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹654 Cr, net profit ₹90 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Cello World's management said in earlier quarters
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Frequently Asked Questions
What were Cello World Ltd Q2 FY26 results?
The company aims to achieve sales around INR 400 crores from the Cello brand acquisition by FY 2027, focusing on profitable growth rather than just top-line expansion. The company aims for double-digit revenue growth, targeting around 12%-15% growth for FY '26 and maintaining strong growth momentum into FY '27.
What is Cello World Ltd share price analysis?
Cello World Ltd currently shows a neutral. The stock trades at a P/E of 26.1 with a market cap of ₹8,812 Cr. Investors should review the full earnings analysis for detailed insights.
Is Cello World Ltd planning capital expenditure?
FY '26 capex is around INR 150 crores, including about INR 75 crores for steel plant expansion (land and building) and the rest for maintenance.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.