Cello World Ltd (NSE:CELLO)

Q4 2026 Cello World Ltd Earnings Call Transcript

May 28, 2026 / 03:30 AM GMT

Release Date Price: ₹368.25 (-6.49%)

Transcript

Key Points

Positve

Cello World Ltd (NSE:CELLO) reported a revenue growth of 9% for FY26, driven by strong performance in writing instruments, opalware, and glassware.
The company achieved its highest ever quarterly revenue of Rs. 654 crore in Q4, marking an 11% year-on-year growth.
Writing instruments segment showed robust growth with a 64% increase in revenue, supported by the Cello stationery brand and strong export business.
The company has operationalized new manufacturing lines for steel bottle production, which are expected to ramp up in FY27, potentially boosting future revenues.
Cello World Ltd (NSE:CELLO) has a diversified product portfolio across materials like glass, plastic, and steel, which helps mitigate risks associated with raw material price volatility.

Negative

The hydration segment faced challenges due to stockouts in insulated steel products, impacting overall sales.
Operating profits were under pressure due to higher costs associated with new manufacturing units, affecting EBITDA margins.
The glassware segment is operating at only 60% utilization, impacted by competition from imported products, particularly from China.
The molded furniture business saw a year-on-year decline of 13.5%, reflecting subdued demand conditions.
Rising energy costs and increased plastic raw material prices posed challenges, although the company managed to mitigate some impacts through inventory management.

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

CELO.NS - Cello World Ltd
Q4 2026 Cello World Ltd Earnings Call
May 29, 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 Sello World Limited Q4 FY26 Earnings Conference Call. 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. Before we begin, a brief disclaimer. 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 it may involve risks and uncertainties that are difficult to predict. Should you need assistance during this conference call, please signal an operator by pressing start and zero on a touchtone phone. Please

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