Key Facts on Outlook: * Graphite Electrode Capacity Expansion: 15,000 tons (from 100,000 to 115,000 tons) by January-March 2028. * Capital Expenditure (Capex) for Expansion: Approximately INR 650 crores. * Greentech Business Revenue Guidance (FY26): INR 500-600 crores. * Greentech Business EBITDA Guidance (FY26): INR 200-225 crores. * Outlook for Graphite Electrode
Key Facts: * Cholamandalam Investment and Finance Company Limited has announced the release of its earnings call transcript for the quarter ended June 30, 2025. * This specific transmittal document does not contain detailed sales or margin outlooks. * The full earnings call transcript, including all forward-looking guidance, is available on the company’
* Q2 FY26 decorative sales outlook improved, driven by construction and early Diwali. * August and September sales expected to be better than last year's festive trend. * H2 FY26 industry outlook projects more stable conditions with fewer new players. * FY25 margin target is 13-14%. * FY26 objective is margin expansion, supported
Key Facts: * Sales Outlook: * Q2 FY26 expected to improve due to earlier Diwali and post-monsoon recovery. * H2 FY26 anticipates stable industry conditions and market share redistribution. * Decorative segment volume-value gap reduced, expected to maintain trend. * Industrial business supported by infrastructure focus. * International markets: Nepal strong, Bangladesh and Sri Lanka remain
* Sales Outlook: The company anticipates improved Q2 sales driven by the festive season. Industrial sales remain strong, supported by infrastructure. Decorative segment volumes are flat with a focus on premiumization. New businesses like waterproofing are key growth drivers, while international performance is mixed, with Bangladesh facing challenges. * Margin Outlook: Kansai
* Sales Outlook: Anticipates festive season momentum repeating Q4 FY25 trends, with Q2 FY26 looking better due to early Diwali. Underlying demand expected to grow around GDP levels, industry stability foreseen in the second half. * Margin Outlook: Committed to maintaining margins via pass-through policy; watchful of competitive intensity. TiO2 import anti-dumping
* Targeting 15% annual revenue growth for the next three years. * Aiming for 14-15% EBITDA margins within three years. * Planned 1,000 new showrooms in FY26, largely for Kurlon expansion. * Expects Rs. 100+ crores revenue from value-segment mattresses (Tarang & Aaram) in FY26. * Forecasts 50% e-commerce value growth in FY26. * Targeting
* FY26 E-commerce growth: Targeting 50% value growth. * FY26 Tarang & Aaram revenue: Expected to exceed Rs. 100 crore. * FY26 New showrooms: Plan to open approximately 1,000. * FY27 Furlenco revenue target: Rs. 500-550 crore. * Overall Topline Growth: Aiming for 15% in the next three years. * Overall EBITDA margin target: 14-15%
* **Sales Outlook:** Targeting 15% revenue growth over the next three years. * **Showroom Expansion:** Plan to open 1,000 new showrooms in FY26, with 234 already operationalized in Q1. * **New Product Success:** Tarang and Aaram (sub-Rs. 10,000 category) targeting over Rs. 100 crores revenue in FY26. * **E-commerce Growth:** Expects 50%
Key Facts on Outlook: * Targeting 15% revenue growth annually over the next three years. * Aiming for 14-15% EBITDA margin within three years. * Expected Rs. 60 crores in Kurlon integration savings by FY26 end. * Forecast 50% e-commerce value growth for FY26 (to Rs. 300 crores). * Plans to open approximately 1,000
Key Facts on Outlook: * Targeting 15% revenue growth annually for the next three years. * Projecting 14-15% EBITDA margins within three years. * Expecting Rs. 60 crores in balanced savings from Kurlon integration by FY '26 end. * Plans to open 1,000 new showrooms in the current fiscal year. * Anticipating 50%
Key Facts on Outlook: * Overall Revenue Growth Target: 15% year-on-year for the next three years. * Showroom Expansion: 1,000 new showrooms planned for FY26. * Value Segment (Tarang & Aaram) Revenue Target: Over Rs. 100 crores in FY26. * E-commerce Value Growth: 50% expected in FY26, building on Rs. 200 crores in