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CELLO: Improved Margins And Leadership Continuity Will Support Stronger Long-Term Outlook

Cost Inflation And Discounting Will Press Margins But Recovery Awaits

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CELLO
AnalystLowTarget
Not Invested
Published 17 Aug 2025

Update shared on 12 Dec 2025

Fair value Increased 17%
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AnalystLowTarget's Fair Value
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1Y
-31.6%
7D
-2.3%

Analysts have raised their price target on Cello World from ₹590 to ₹690, citing stronger expectations for revenue growth, improved profit margins, and a slightly higher justified future P E multiple, despite a marginally higher discount rate.

What's in the News

  • Board meeting scheduled for November 10, 2025, to review and approve unaudited standalone and consolidated financial results for the second quarter and half year ended September 30, 2025 (company filing)
  • Extraordinary shareholders meeting conducted via postal ballot on October 31, 2025, to seek approval for the reappointment of key leadership, including Chairman and Managing Director Pradeep Ghisulal Rathod and Joint Managing Directors Pankaj Ghisulal Rathod and Gaurav Pradeep Rathod (company filing)
  • Proposal at the same extraordinary meeting to reappoint Gagandeep Singh Chhina as a non-executive, non-independent director, reinforcing continuity on the board (company filing)

Valuation Changes

  • Fair Value: raised significantly from ₹590 to ₹690 per share, reflecting higher upside expectations.
  • Discount Rate: increased slightly from 14.86 percent to 15.04 percent, implying a marginally more conservative risk assessment.
  • Revenue Growth: projected growth rate has risen meaningfully from about 10.2 percent to about 12.3 percent.
  • Net Profit Margin: expected margin has improved modestly from about 16.1 percent to about 16.7 percent.
  • Future P E: the target valuation multiple has risen from about 40.8x to about 45.1x, indicating a somewhat stronger long term outlook.

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