CCL Products (India) Ltd (NSE:CCL)

Q2 2026 CCL Products (India) Ltd Earnings Call Transcript

Nov 5, 2025 / 05:30 AM GMT

Release Date Price: ₹973.1 (+9.50%)

Transcript

Key Points

Positve

CCL Products (India) Ltd (BOM:519600) reported a significant revenue growth of 52.7% in Q2 FY26 compared to the same period last year.
The company's EBITDA increased by 44.3%, indicating improved operational efficiency.
The domestic market showed strong performance with a gross sales increase, particularly in the branded business segment.
CCL Products is gaining market share in both e-commerce and modern trade channels, with double-digit market shares in these platforms.
The company is focusing on becoming an FMCG company, expanding its product portfolio beyond coffee to include items like iced tea and snacks.

Negative

Green coffee prices remain volatile, influenced by conflicting reports from major coffee-producing countries like Brazil and Vietnam.
The company faces high tariff levels in India, impacting its competitiveness in certain markets.
Despite strong growth, the company is cautious about its debt levels, maintaining guidance due to potential procurement needs in upcoming quarters.
The new capacity utilization is currently low at 15-20%, indicating underutilization of recent expansions.
The B2C segment, while profitable, operates at lower margins compared to the overall company due to reinvestment in marketing and brand building.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CCLP.NS - CCL Products (India) Ltd
Q2 2026 CCL Products (India) Ltd Earnings Call
Nov 06, 2025 / 05:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to CCL Products India Limited Q2 and FY26 earnings conference call hosted by Nirmalw Equities.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing then 0 on a touchstone phone. Please note that this conference is being recorded. I now hand the conference to Mr. Deepak Saha from Nirmal Bank Institution Equities.

Thank you and over to you.

--------------------------------------------------------------------------------
Unidentified_2 [2]
------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.