Carborundum Universal Limited (CARBORUNIV) Earnings Call Transcripts

Carborundum Universal Limited's Latest Earnings Call - May 15, 2026

In Q4 FY '26, Carborundum Universal Limited reported a strong performance with consolidated sales of INR 1,383 crores, reflecting a 15.4% year-over-year growth, while full-year consolidated sales reached INR 5,149 crores, up 6.5% from FY '25. The company achieved a PAT of INR 122 crores in Q4, doubling from INR 61 crores in the same quarter last year, and a full-year PAT of INR 216 crores, marking a significant recovery from prior losses. Management provided guidance for FY '27, projecting consolidated sales growth of 4% to 4.5%, with specific segments expected to perform better, particularly ceramics, which is anticipated to grow by 15% to 15.5%.

Reported metrics

Guidance from management

Management expects consolidated sales growth of approximately 4% to 4.5% in FY '27, with ceramics projected to grow by 15% to 15.5%. They noted that excluding loss-making subsidiaries would indicate a more favorable growth outlook of 11% to 12%.

What management said

Good morning. I'm Chandramouli. Let us start the proceedings with the disclaimer. During this call, we make certain statements, which reflect our outlook for the future or which could be construed as forward-looking statements. These statements are based on management's current expectations and our associates with uncertainties and risks are more fully detailed in our annual report, which may cause the actual results...

Definitely, it will be a meaningful share that we will have. And as we said that the engineer segment itself is currently is 1/3 of the business that substantially, it would grow up is our [indiscernible].

What analysts pressed on

Analysts expressed concerns regarding the ongoing losses from subsidiaries like Foskor Zirconia and AWUKO, which have impacted overall profitability. There were also questions about the competitive landscape in the ceramics and abrasives segments, particularly in light of changing market dynamics and export rebates from China.

Main topics on the call

• Revenue Growth — Carborundum Universal achieved consolidated sales of INR 5,149 crores in FY '26, an increase of 6.5% compared to INR 4,833 crores in FY '25. Management noted, "The growth in Q4 was driven by Abrasives, which grew by 13.4...
• Profit Recovery — The company reported a PAT of INR 122 crores in Q4 FY '26, doubling from INR 61 crores in Q4 FY '25, indicating a strong recovery. Full-year PAT was INR 216 crores, up from INR 322 crores in FY '25, reflecting a turnarou...
• Segment Performance — The Electro Minerals segment grew by 11.1% year-over-year, while the ceramics segment grew by 9.3%. Management highlighted, "Stand-alone Electro Minerals recorded a full year performance of INR 906 crores in FY '26 as co...
• Guidance for FY '27 — Management provided a conservative outlook for FY '27, expecting consolidated sales growth of approximately 4% to 4.5%. They noted that excluding revenue from loss-making subsidiaries would indicate a more favorable grow...

Read the full Carborundum Universal Limited transcript (May 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 Carborundum Universal Limited earnings call transcripts on record, spanning January 31, 2020 to August 10, 2026. Based on this history, Carborundum Universal Limited reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CARBORUNIV

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

24

First call

January 31, 2020

Most recent

August 10, 2026

Reporting cadence

quarterly