CELLO / Q1-FY26 / claim-ledger

Audit the questions that mattered.

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

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NegativeQ1-FY26 · 2025-08-07Back to quarter ↗

Questions audited

11

Answered directly

82%

Numeric claims

4

Consistency

contradicted

Question ledger

What was answered, and how?

JSH · KC Securities

partial

Revenue contribution and profitability drag from glassware business

in the glasser segment it's still in the negative. So there is a loss in the quarter for that particular segment which has dragged the profitability a little bit... we are at about 65% efficiencies... it will be a drag on profitability by a percentage point or so for this entire year.

JSH · KC Securities

direct

Reason for 525 bps EBITDA margin decline vs expected 150 bps

there has been a lot of margin pressure due to the demand pressures and the sales revenue pressures... sales promotion activities has increased... we have not been able to raise prices... energy costs have gone up... wages have gone up... there is a degrowth in the writing instrument segment...

JSH · KC Securities

partial

Outlook for writing instruments after 10%+ decline in Q1

in the writing segment yes it's been disappointing... it has been challenging from the export side... domestic demand also not growing much... end of June some parts of July have seen a decent traction so we still hopeful... we'll grow at least this year by a little bit.

Pravin Sahai · Prabhudas Lilladher Capital

direct

Status of 17-18% growth guidance for consumer business

we still guide for about 12 to 15% overall given that the glassware business is growing pretty well... the consumer business still remains healthy and it remains on the growth path.

Pravin Sahai · Prabhudas Lilladher Capital

direct

Where will furniture business gross margin settle?

the gross margin has been because of the product mix... it remains flat. There will be no expansion in the margin... it will stabilize at a flat margin of last year.

Pravin Sahai · Prabhudas Lilladher Capital

direct

Capex for this financial year

the capex for this financial year is majorly going to be the steel flask which is in the tune of about 40 to 50 crores... otherwise it's just maintenance capex so it'll be around 50-60 cr rupees so about 100 odd crores for the year.

Lakshmi Naran · Tunga Investments

declined

Breakup of consumerware into openware and hydration

No, we actually report only consumer figures. We do not do a break up.

Percy Pentaki · Securities (firm unclear)

direct

Sales from new glass plant this quarter and full year outlook

we are around about 15 to 16 crores came again from our sales from our factory... about 60% now is the factory product line and about 40% is the import product line... for a full year basis we are anticipating about 110 to 120 cr of sales.

Percy Pentaki · Securities

direct

Company-level EBITDA margin guidance for this year

for this year you should look at EBITDA margin of around 23 odd% for the entire year.

Aelari · Noama Institution of Equity

declined

Revenue and EBITDA loss for new plant

EBITDA level loss we don't put it here. If you need that information, we'll share it to you a little later.

Barani · Moneycontrol Pro

direct

Exposure to United States as percentage of writing instruments

it's about 5 to 7% of our export sales is the United States. So we don't have major reliance on them.

Sum Kumar · Mosil Financial Services

direct

Domestic vs export degrowth in writing instruments

it is volume degrowth also and also a little bit of value degrowth... domestic kind of was still almost flattish and major degrowth was still exports.