Carborundum Universal Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Carborundum Universal reported robust Q4 FY26 standalone sales up 23.1% to INR 845 Cr, with full-year sales exceeding INR 3,000 Cr and PAT growing 29.4% to INR 416 Cr. Consolidated sales climbed 6.5% to INR 5,149 Cr. The company is strategically exiting loss-making Awuko and Foskor Zirconia to enhance future margins.

FY27 outlook forecasts consolidated sales growth of 4-4.5% (11-12% excluding divested units), targeting Abrasives margins of 9.5-10%. A significant INR 400 Cr CAPEX is planned for high-growth segments like semiconductors and advanced ceramics. Debt-free with strong free cash flow, management expressed confidence in its "Aspiration 2030" strategic initiatives.