Cello World Limited has informed the Exchange about Investor Presentation
CELLO · price
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Awaiting price reaction for this filing.
Cello World reported Q1 FY26 revenue of Rs. 529 Cr, up 6% YoY from Rs. 501 Cr. Gross profit margin hit a record 54.0% (vs 53.8% YoY), but EBITDA margin fell sharply by 380 basis points to 23.9% due to additional operational costs from the newly commissioned glassware facility in Rajasthan. Profit after tax (attributable to owners) declined 12% YoY to Rs. 73 Cr. The consumer-ware segment (hydration, opalware, glassware) drove growth, while writing instruments and moulded furniture remained subdued. The company recently commissioned a glassware facility with ~20,000 tonnes annual capacity (currently at ~55% utilization) and is the only domestic player with in-house glassware manufacturing.
Mixed quarter for shareholders - strong topline growth and best-ever gross margins are positives, but the steep EBITDA margin contraction and PAT decline highlight near-term cost pressures from the glassware capacity ramp. Stock sentiment may stay cautious until the new facility's utilization improves and margins stabilize, though the long-term growth story around premiumization and in-house glassware remains intact.