CARBORUNDUM UNIVERSAL LTD

In the Q1 FY'27 earnings conference call, management reported a standalone sales increase of 21.2% year-over-year, reaching INR 846 crores, driven by growth across all segments: Electrominerals (33%), Ceramics (15.2%), and Abrasives (14.7%). However, sequentially, sales remained flat. Standalone profit after tax (PAT) grew by 14.3% year-over-year to INR 88 crores, but declined by 28.3% sequentially due to seasonal factors and lower dividend income. Consolidated sales rose 16.9% year-over-year to INR 1,411 crores, with a PAT of INR 76 crores, marking a 23.4% increase year-over-year. Management provided guidance for consolidated sales growth of 11% to 12% excluding certain subsidiaries, and indicated ongoing CAPEX plans of INR 400 crores for FY'27. The call concluded with management expressing confidence in the company's growth trajectory and ongoing strategic initiatives.

Management highlighted strong growth across segments and ongoing strategic initiatives.