Cello World Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Cello World Limited posted its highest quarterly revenue of INR589 Cr in Q4 FY25, up 15% YoY, with steady EBITDA and PAT margins at 25% and 15%. FY25 revenue rose 7% to INR2,136 Cr, with EBITDA and PAT margins at 26% and 16%. Consumerware grew 24% YoY, driven by in-house glassware and new products, while writing instruments faced export challenges but saw domestic demand rebound. Focus is on portfolio rationalization, boosting quick commerce and e-commerce channels, with consumer segment growth expected at 16-18% in FY26. Capex of INR100 Cr will support steel vacuum bottle manufacturing and glassware’s breakeven target this year. Management is cautiously optimistic, prioritizing margin stability and efficiencies amid subdued demand.