CARBORUNIV / language trends

Read confidence between the lines.

Carborundum Universal · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q2-FY26 · Ashish Notra

We believe we should be able to hold on to this momentum and numbers by end of the year and have a credit cost in a range of 2.6 to 2.8%.

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Q2-FY26 · Ashish Notra

Our direct lending business to MSME, to secured MSME, to the overall MSME as a cohort, consumer as a cohort grew almost 30% plus.

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Q2-FY26 · Atul Tedraan

We have good amount of headroom for further reduction. So we are very hopeful of a good set of numbers going forward as well.

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Q3-FY26 · Shraran Arjin

We feel that ceramics Q4 will be a strong quarter based on the order backlog that we have.

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Q3-FY26 · Shraran Arjin

FOSCAR does trouble us a lot and definitely impacting us. So right now what we are doing is they have two products... we have closed down that operation and we are only focusing on Z450.

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Q3-FY26 · Shraran Arjin

Overall standalone has done an exceptional job. We think that Q4 could be better in standalone.

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Q4-FY26 · Shri Dharan Ranga Rajan

We have addressed all the major issues in terms of loss making subsidiaries. These alone contribute to a loss of over 100 crores to 120 crores.

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Q4-FY26 · Shri Dharan Ranga Rajan

We feel that we are very important shareholder of the particular segment that we serve to the SOFC segment.

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Q4-FY26 · Shri Dharan Ranga Rajan

We have crossed the qualification stage on set of products and this is an initial investment... we expect that this investment could go at least three to four times higher.

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