Carborundum Universal Limited — Investor Meet, 14-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Carborundum Universal reported strong Q1 FY'27 performance. Consolidated sales grew 16.9% YoY to ₹1,411 Cr, with PAT up 23.4% to ₹76 Cr. Standalone sales rose 21.2% to ₹846 Cr, driven by Electrominerals (+33%) and Ceramics (+15.2%). Abrasives PBIT margins were pressured by seasonal volume declines and higher oil-based resin/fuel costs.

Management increased FY'27 consolidated sales growth outlook (excluding exits) to 15% and Ceramics growth to 23-25%, citing momentum in Engineered Ceramics, Metallized Cylinders, and SOFC Ceramics. Strategic exits of Awuko and Foskor Zirconia are progressing. CAPEX guidance of ₹400 Cr is maintained. The company is actively pursuing long-term growth, navigating challenges with a confident outlook.