CARYSIL / Q3-FY26 / claim-ledger

Audit the questions that mattered.

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

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

11

Answered directly

55%

Numeric claims

4

Consistency

contradicted

Question ledger

What was answered, and how?

Sagar Jwani · Philip Capital PMS

partial

Pricing strategy in US after tariff rate change

the roll back is happening on a pro data basis in with immediate effect. I mean 50% tariff is still about 18% right? So to according so post pro data to that the roll back is already we have already informed all our customers it will be with im immediate effect.

Sagar Jwani · Philip Capital PMS

direct

Effective discounting on products in Q3

I can just tell you range approximately it was I think between 50 to 50 to 20%.

Sagar Jwani · Philip Capital PMS

partial

Closure of stores in Mumbai

Bombay is you know this is all this coaster highway coming in now I think I think we have done our purpose everybody knows there was no goodfall happening mall is now kind of run down if you're talking about the atria mall so we have one in now but we are opening new ones now towards the new new Bombay and also in south Bombay we are looking at around the Mahalakshmi hill side.

Sagar Jwani · Philip Capital PMS

partial

Non-US market IKEA sales progress

overall across Europe we we see uh good increase. Uh I would say some of the area there's a sharp increase. Uh IKEA per se is doing exceptionally well. Uh we had some probably the highest sales last month IKEA.

Sagar Jwani · Philip Capital PMS

declined

Quantify volume for non-US IKEA

because of the agreements with them, we cannot just openly announce what numbers we do with them. But I think uh you can contact our investor relation.

Aijit Shid · SBI Cap Securities

direct

Progress on entering hard surfaces in UK

The fabrication business first prototype is coming up uh by April. Uh when we are doing the expo the 2.0 summit we would like we are going to display this new uh traffication business in that expo. So it is going to come as fast as in quarter one.

Aijit Shid · SBI Cap Securities

partial

Guidance on borrowing for FY27 and FY28

on the borrowing side if you look at our debt uh we actually reduce the debt from uh March of 253 cr to current 228 cr. So uh we don't have any plan as such on the borrowing on the capex side.

Aijit Shid · SBI Cap Securities

partial

Kitchen appliances revenue mix domestic vs international

No right now we are doing all 100% Indian business 100% international right now the whatever the appliances business we are assembling manufacturing or trading in India is 100% it is India UAE and the Gulf market is one peculiar case where we are now doing appliances about 80 to 90% is appliances sales

Prates · Lucky Investments

partial

Correlation of United Granite LLC with surfaces business

No, it is 100% surfaces fabrication designs 100% surfaces. Okay. So I mean I mean I mean I mean could be I would not quote 100 100%. It could be five% could be sinks and faucets some other things. So but it is majority surfaces fabrication.

Prates · Lucky Investments

partial

Growth rates and demand trends for surfaces business

one big change we are doing is we Mantra is cut less make more. So we are now cutting exotic stones a very very high-end stones. So our gross margin approximately have improved from 35% to 50% plus.

Prates · Lucky Investments

evasive

Growth rate for UK surfaces business

right now it is very very challen challenge challenging environment. It's you know it's kind of very very tough to say. I think we are taking a quarter at a time.

Vik Bafna · Monarch Network Capital Limited

direct

Gross margin expansion including currency tailwinds

this margin expansion came mainly from the raw material price imported raw material price. MMA prices has gone down from 2.2 $2.02 02 in April to $1.5 in December.