CENTURYPLY / Q1-FY26 / claim-ledger

Audit the questions that mattered.

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

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PositiveQ1-FY26 · 2025-08-06Back to quarter ↗

Questions audited

Answered directly

70%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Rahul Aaral · Mik

evasive

Plywood growth guidance and normalization after strong growth

we would like to continue giving that guidance. Obviously we will not have a degrowth... we will deliver 10% plus growth this year.

Rahul Aaral · Mik

partial

MDF margin sustainability and supply dynamics

we reaching a stage where capacity utilization has begun to improve... the reason for 15% accumment continue with 15% is that right now our focus is going to be on market share.

Rahul Aaral · Mik

declined

Total inventory as of June end

I think our team will get back to you on that. The CFO will get back to you with details on the same. I don't have it in front of me right now.

Rahul Aaral · Mik

direct

Timber pricing trends for MDF and plywood

in MDF and particle both the prices seem to be rebounding slightly... peak of timber prices are behind us... in plywood timber prices are pretty much at similar levels.

Nihad Alraa · Noama Wealth

direct

Plywood gross margin improvement not translating to EBITDA due to ad spend

this quarter we were in IPL. So that is a massive spend which happens in Q1... we won't have the IPL cost for the rest of the year.

Nihad Alraa · Noama Wealth

declined

Percentage of ad spend for plywood division in Q1

We keep it four but what was in Q1? Okay. So we'll get back... the exact percentage will come.

Nihad Alraa · Noama Wealth

direct

Particle board scale-up and volume outlook

the new line is a continuous line... the product has started selling... from next quarter onwards in H2 you will see a huge spike as far as particle volumes are concerned.

Nihad Alraa · Noama Wealth

direct

Particle board revenue and margin guidance over 3 years

total turnover potential will be in excess of 500 crores... steady state will look at 15%... from next year we will be at double digit plus and by year three we should definitely be at 15% plus.

Reta · Investor India

direct

Commercial MDF product portfolio and BIS compliance

we can offer the full gambit... there are no red zones or no go zones... we strive for BIS and much more. BIS is hygiene.

Reta · Investor India

declined

Product mix percentage for commercial MDF

we won't be able to share any any details on our product mix percentages that we don't usually share.

Sukrit Patel · Eyesight Fra

partial

AI-driven demand forecasting and working capital efficiency

century plywood has been trying to make plywood as an FMCG good... we are very strongly pushing AI in every department... we have taken a three-year digitization plan.

Ashtoh Katan · Asian Market Securities

direct

Update on new plywood capex at Hoshiarpur plant

we are progressing... it should go live by Q2 of FY27.