Cello World Ltd (NSE:CELLO)

Q2 2026 Cello World Ltd Earnings Call Transcript

Nov 12, 2025 / 04:00 PM GMT

Release Date Price: ₹611.3 (-1.09%)

Transcript

Key Points

Positve

Cello World Ltd (NSE:CELLO) achieved a 20% year-on-year top-line growth, reaching INR 587 crore in Q2 FY26.
The company crossed the INR 1,000 crore revenue mark on a half-yearly basis for the first time, achieving INR 1,165 crore.
The acquisition of the Cello brand for writing instruments and stationery is expected to enhance brand equity and operational efficiencies.
The glassware plant achieved break-even during the current quarter, indicating improved operational efficiency.
The company is undertaking solar-based cost optimization initiatives to enhance operational efficiency and reduce energy costs.

Negative

The steel category experienced a decline due to supply constraints, affecting profit margins.
Gross margins have contracted due to higher costs in the glassware and steelware segments.
The molded furniture business shows limited growth potential, with margins contracting.
The company faces active dumping pressure from Chinese suppliers in the glassware segment.
The acquisition of the Cello brand does not include plant and machinery, which may limit immediate capacity expansion.

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

CELO.NS - Cello World Ltd
Q2 2026 Cello World Ltd Earnings Call
Nov 12, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Cello World Limited Q2 F 526 earnings call hosted by Monarch Network Capital Limited. 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 your touchstone phone. Please note that this conference is being recorded before we begin. Please note that this conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantee of future performance and involve

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