Vikna · Monarch Network Capital Limited
evasiveQuantify growth in opalware and glassware segments for Q3 and 9 months.
we do not report our revenue separately... in the consumer segment we saw growth across all our segments except for the steelware
CELLOWORLD / Q3-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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Questions audited
12
Answered directly
71%
Numeric claims
2
Consistency
contradicted
Question ledger
What was answered, and how?
Pravin Sahai · PL Capital
partialStatus of double-digit revenue growth and 22-23% margin guidance.
if steelware would have contributed meaningfully in this quarter this quarter would have been in a double digit kind of a growth overall
Pravin Sahai · PL Capital
directRevenue expectation for Cello brand in FY27 and FY28.
upwards of north not north of 500 crores is a given for next year in the stationary segment both brands put together.
Pravin Sahai · PL Capital
directReason for general trade decline this quarter.
GT has been down majorly due to steel products. That is the main reason. And also the Diwali impact also was there.
Bhavian Rupani · Invest Tech
directUtilization levels and expansion plans for opalware plant.
Opelare is almost we at about 85% of utilization at this point of time
Bhavian Rupani · Invest Tech
directImpact of increased imports in opalware despite regulatory cover.
there is a actual anti-dumping duty that still exists on opalware and overall the rise in imports is not very significant.
Bhavian Rupani · Invest Tech
directPreference between volume and margins in opalware given competition.
we should be focusing on profitability at this point of time... cost reduction and optimization will be our priority
Bhavian Rupani · Invest Tech
directReason for glassware utilization remaining at 60% over next two quarters.
it's not anything technical... revenues are ramping up but of course it takes a little time... we will have to keep the utilization levels at about 60%
Natik · NV Alpha 1
directReason for supply challenges in steelware and growth if not for BIS.
BIS had come in about last January... we had built a lot of stocks... we would have seen a 12% growth year on year if revenues of steel would have stayed the same
Natik · NV Alpha 1
partialDeal structure of Cello brand acquisition and why no payment out.
the brand was bought by CPIW which is a promoter group entity... we were only involved in the brand deal... that is why there is no impact
Sukrit D Patil · Eyesight Finate Private Limited
evasiveHow Cello World will manage risks and uncertainties across core categories.
when it comes to input cost they don't rise and fall very drastically... I don't see any major risks in the coming quarters
Anerut · ICICA Securities Limited
partialMarket share journey for steel products and outlook over 1-2 years.
as we ramp up our production... to gain some market share... the range has reduced and to build that range will take some time