CARBORUNIVBSECarborundum Universal LtdHighNeutral
Announced Thu, 14 May · 18:35 IST

Press Release pertaining to audited financial results for the quarter/year ended March 31, 2026.

Pat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

CARBORUNIV · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+6.1%1-day move
₹1040.00
prior close
₹1001.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.4+2.7+2.6+2.1+6.1+3.7+1.8+1.8+1.4-0.3+1.6+2.1+4.2
Up moveDown movePending
AI summary

Carborundum Universal (CUMI) reported standalone FY2026 revenue of Rs 30,625 crores, up 8.3% from Rs 28,276 crores in FY2025. Standalone net profit grew 29.4% to Rs 4,163 crores from Rs 3,216 crores, driven by margin expansion and operational efficiency across its three segments: Abrasives, Ceramics, and Electrominerals. On a consolidated basis, revenue grew 6.5% to Rs 51,494 crores, but profit before tax fell 39.8% to Rs 2,817 crores due to Rs 1,346 crores in exceptional items — primarily write-downs of assets at subsidiaries in Russia (VAW, due to sanctions), Germany (CAAG, being wound down), and South Africa (FZL). The statutory auditor issued an unmodified (clean) opinion on both standalone and consolidated results. The board declared a final dividend of Rs 2.50 per share, taking total FY2026 dividend to Rs 4.00 per share (interim Rs 1.50 + final Rs 2.50).

Likely market impact

Standalone performance is strong with ~30% PAT growth and margin expansion, which is positive for shareholders. However, the consolidated results reflect significant one-time exceptional charges from underperforming overseas subsidiaries, and the Russia-linked subsidiary has Rs 2,971 crores of cash trapped due to sanctions — a key risk factor for investors to monitor.