CARBORUNIV / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Carborundum Universal · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-01Back to quarter ↗

Questions audited

12

Answered directly

58%

Numeric claims

2

Consistency

consistent

Question ledger

What was answered, and how?

Jonas Buddha · Adita Berla Mutual Fund

evasive

SOFC segment growth, wallet share, and potential to become 10-12% of sales.

we feel that we are very important shareholder of the particular segment... we have grown well last year and we expect to grow well in the coming years as well... we wouldn't like to share such details at this call.

Jonas Buddha · Adita Berla Mutual Fund

partial

Capex for applied materials, product use, and timeline for revenue.

we've crossed the qualification stage on set of products and this is an initial investment as I said we expect that this investment could go at least three to four times higher and we also expect the revenue potential also is substantial.

Harsh Patel · Equest Securities

partial

Impact of China removing export rebate on abrasives on domestic pricing and market share.

it's a very recent phenomenon at this point in time... we believe that this is good for the domestic industry and it will help us to grow. Of course the growth in H2 is about 15% is very encouraging.

Harsh Patel · Equest Securities

evasive

Breakdown of abrasives growth by subsegment and outlook.

I think I gave a broad outlook in terms of the segmental sales... we feel that standalone we grew 6.2% this year we believe that we can grow in the range of about 12% next year.

Harsh Patel · Equest Securities

direct

Volume vs pricing contribution in electro minerals growth and Chinese import intensity.

the Chinese intensity continues to be there... the predominant growth is come from volume where price is probably you can treat it as flat a slight some small percentage.

Rabi Saminatan · Aendas Park

declined

Revenue and margin targets for FI30 vision 2030.

we have not been sharing a guidance we have started sharing only a one-year guidance and also giving a programs that what we are looking at going for aspiration 2013 30.

Rabi Saminatan · Aendas Park

partial

Bifurcation of ceramics and refractories business and growth outlook.

we feel that 57%age of the ceramic is the industrial ceramic and 43% is the refractory business... the growth overall in ceramic segment that we are looking at this year we achieved 6.5% we expect next year would be in the range of about 14%.

Ahmed · PL Capital

direct

Export share across segments and outlook.

I shared the export share of electromineral business which I said that we have reached a 33% share... ceramic is the biggest portion of the ceramic over 80%age of the business is all exports... abrasives very small portion of the abrasive business is the export it's less than 10%.

Ahmed · PL Capital

direct

Factors driving Rodius turnaround to breakeven.

last year we had almost 5 million euro impact in terms of the logistics change... we feel that they have been growing in the range of about 6 to 7%... these things would come down and hence we feel that we should get back to a small loss or a break even.

Akshai Takur · Helios Capital Management

partial

Commercialization status of stationary armor and CFRP products for aerospace/defense.

step one is to have the certifications in place which we are definitely doing it... we are working with few anchor customers at this stage... we are only a product supplier to this case.

Akshai Takur · Helios Capital Management

direct

Alternative strategy for Russian subsidiary given sanctions.

it's difficult to create a capacity and the cost would be pretty high... Russia is not in a position to export products... practically we need to wait for the sanctions to be lifted... we don't have an alternate solution for this.

Chintan · Pico Capital Private Limited

direct

R&D spend evolution and key focus areas.

We spend roughly about 1% as R&D and I think this needs to go up and we expect that we should at least start spending 2 to 3% level... strengthening the R&D building the capability putting process we need to accelerate the spend.