Cello World Ltd (NSE:CELLO)

Q3 2026 Cello World Ltd Earnings Call Transcript

Feb 15, 2026 / 03:30 AM GMT

Release Date Price: ₹477.25 (-6.00%)

Transcript

Key Points

Positve

Cello World Ltd (NSE:CELLO) reported a healthy EBITDA margin of 22.1% despite challenging market conditions.
The company has commissioned a state-of-the-art insulated steel bottle manufacturing plant in Rajasthan, which is expected to boost future revenues.
The writing instrument segment showed a strong performance with an 11% year-on-year growth.
The company is focusing on premiumization and digital channel expansion, with digital revenues now accounting for 15.7% of total revenues.
Cello World Ltd (NSE:CELLO) expects significant growth in the writing instruments segment, with combined revenues from Unoax and Cello brands projected to exceed 500 crores in FY27.

Negative

The company faced a significant decline in steel revenues due to stockouts, leading to a 40% quarter-on-quarter decline in the insulated steel portfolio.
A one-time exceptional impact of INR7.4 crore due to gratuity provisioning affected profitability for the quarter.
The molded furniture category witnessed a 10.6% decline due to weak polymer prices and absence of government orders.
Glassware business is operating at only 60% utilization due to increased competition and dumping from China, impacting profitability.
The company anticipates subdued profitability over the next two quarters as steel volumes normalize and glassware scales up.

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

CELO.NS - Cello World Ltd
Q3 2026 Cello World Ltd Earnings Call
Feb 16, 2026 / 03:30AM 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 Cellar World Q3 F 526 con call hosted by ICICI Securities Limited.

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 the date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict.

As a reminder, all participant clients 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

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