CCL / Q1-FY26 / claim-ledger

Audit the questions that mattered.

CCL Products (India) · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ1-FY26 · 2025-08-14Back to quarter ↗

Questions audited

12

Answered directly

92%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Akash · Research desk

direct

How to view volatile EBITDA margins given cost-plus model?

the right way is to look at your EBITDA growth numbers... we have given a guidance of 15 to 20% volume growth and EBITDA growth year on year... our EBITDA growth at a consolidated level which is at 23%.

Akash · Research desk

direct

Will Brazil tariffs divert coffee to India/Vietnam for processing?

there is definitely a possibility... The good thing about us is that both at India and Vietnam, we are placed in such a manner that we can buy coffee from across the world.

Aishoy · Noama

partial

Expectation for coffee price correction given supply-demand?

anyways we work on a costless model. So any lowering of prices... does not affect our margin profile... The good news is when the prices are stable... people are a little non-committal at this point of time.

Aishoy · Noama

direct

Will depreciation and interest costs stabilize at current levels?

these are peak levels of depreciation... after first quarter of last year we commissioned the both our India unit and Vietnam unit... interest cost... these are peak level... from next quarter end onwards we can start seeing some relief.

Abhishek Nalun · Sentrum Broking

direct

What are the utilization levels at India and Vietnam SDC capacities?

our existing capacity which was there is running at full... new capacity we have started utilizing around 10 to 15% of that capacity. So at an aggregate level you could say 60% of the utilization is there.

Abhishek Nalun · Sentrum Broking

direct

What is the outlook for B2C business in UK?

we are looking to double the value from last year... last year... we were doing around... 15 16 crores. We are looking to double that this year.

Shirish Pradeshi · Motila Lwal

direct

What is the high-cost inventory holding in days?

whatever inventory what we hold is what we have sold already... we would hold two to three months of stocks with us. But all of this is sold stocks.

Shirish Pradeshi · Motila Lwal

direct

Has customer behavior changed regarding order visibility?

our long-term clients they give us a visibility... we have a visibility and that is the reason we have expanded our capacity... there is a behavioral shift now people are breathing a sigh of relief.

Bhagavia Sonavala · Samata Capital

direct

Will branded business reach 400-500 crores by year end?

you have given as broad guidance that we have been giving 400 to 500. Definitely first quarter itself we have done 400. So definitely we are going to touch 400.

Deepak · Sundaran Mutual fund

partial

What was the volume growth for Q1?

it was almost double digit... double digit volume was leading to around 23%.

Deepak · Sundaran Mutual fund

direct

Is the domestic branded business EBITDA positive?

last to last year itself we broke even last year we were positive and this year also we'll be in fact more positive... last year was around 4 to 5%... this year will be again between 5 to 10.

Vign Ayar · Sequent Investments

direct

How do Brazil tariffs affect competition in China/Middle East?

I don't see Brazil having advantage in Asia... if this tariff was to continue for Brazil I think it will give us an advantage in US.