Cello World Ltd — earnings calls

Cello World reported Q1 FY27 revenue of Rs 526.7 crore with EBITDA margin of 22.2% and PAT margin of 13.9%. The Writing Instrument segment grew 52% year-on-year on Cello brand contribution, while Consumer Ware, the largest category, saw a muted performance due to subdued demand and a shortfall in steel bottle sales pending in-house manufacturing ramp-up. Management said price increases of 7% to 20% were taken across product categories in response to rising input costs, and that channel inventory had corrected during the quarter.

Cello World reported Q4 FY26 revenue of Rs 653.6 crore, up 11% year-on-year, with EBITDA margin of 20.9% and PAT margin of 13.8%. For full year FY26, revenue grew 8.8% to Rs 2,323.7 crore with EBITDA margin of 22.7% and PAT margin of 14.3%. Management said hydration and glassware categories faced capacity and demand constraints during the year, while writing instruments grew 64% aided by the newly acquired Cello stationery brand.