View Financial HealthCello World 배당 및 자사주 매입배당 기준 점검 2/6Cello World 수익으로 충분히 충당되는 현재 수익률 0.4% 보유한 배당금 지급 회사입니다. 다음 지급일은 6th September, 2026 이며 배당락일은 다음과 같습니다. 31st July, 2026.핵심 정보0.4%배당 수익률0%자사주 매입 수익률총 주주 수익률0.4%미래 배당 수익률0.6%배당 성장률n/a다음 배당 지급일06 Sep 26배당락일31 Jul 26주당 배당금n/a배당 성향10%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jul 24Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 31 July 2026. Payment date: 06 September 2026. Payout ratio is a comfortable 10% and the cash payout ratio is 93%. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.5%).Declared Dividend • May 30Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 31st July 2026 Payment date: 6th September 2026 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. EPS is expected to grow by 38% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공고 • May 29Cello World Limited announces Annual dividend, payable on September 06, 2026Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 06, 2026, ex-date on July 31, 2026 and record date on July 31, 2026.Upcoming Dividend • Jul 25Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 07 September 2025. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.4%).Declared Dividend • May 26Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 1st August 2025 Payment date: 7th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (35% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공고 • May 24Cello World Limited announces Annual dividend, payable on September 07, 2025Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 07, 2025, ex-date on August 01, 2025 and record date on August 01, 2025.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹399, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 33x in the Consumer Durables industry in India. Total loss to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹255 per share.공고 • Aug 04Cello World Reportedly in Talks with Bain Capital for Majority Stake AcquisitionGlobal private equity firm Bain Capital, LP is leading discussions to acquire a controlling stake in Cello World Limited (NSEI:CELLO) from its promoters, who currently own 75% of the listed consumerware company, according to two people familiar with the matter. "Kotak's investment banking arm is advising the promoters on the transaction and the deal is pegged at over INR 30,000 million," one of the people cited above said. Other private equity funds have also evaluated the asset as the deal went through several rounds of on-and-off negotiations, a second person added. India's consumerware market was valued at $3.38 billion in 2025 and is expected to reach about $5.62 billion over the next four years, according to an October report by Ambit. Both the people spoke on the condition of anonymity. Bain declined to comment, while Kotak and Cello did not respond to Mint's requests for comment till press time. The development comes months after interest first emerged in the company. In March, CNBC-TV18 reported that Cello World had held preliminary sale discussions with funds including Kedaara Capital, Blackstone, Temasek, Advent International and Amundi's private equity arm.공고 • Aug 03Cello World Limited to Report Q1, 2027 Results on Aug 07, 2026Cello World Limited announced that they will report Q1, 2027 results on Aug 07, 2026Upcoming Dividend • Jul 24Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 31 July 2026. Payment date: 06 September 2026. Payout ratio is a comfortable 10% and the cash payout ratio is 93%. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.5%).Reported Earnings • Jul 21Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: ₹14.70 (down from ₹16.33 in FY 2025). Revenue: ₹23.2b (up 8.8% from FY 2025). Net income: ₹3.32b (down 9.1% from FY 2025). Profit margin: 14% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Durables industry in India.Price Target Changed • Jun 01Price target decreased by 15% to ₹469Down from ₹554, the current price target is an average from 8 analysts. New target price is 22% above last closing price of ₹385. Stock is down 38% over the past year. The company is forecast to post earnings per share of ₹16.71 for next year compared to ₹14.70 last year.Declared Dividend • May 30Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 31st July 2026 Payment date: 6th September 2026 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. EPS is expected to grow by 38% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공고 • May 29Cello World Limited announces Annual dividend, payable on September 06, 2026Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 06, 2026, ex-date on July 31, 2026 and record date on July 31, 2026.Reported Earnings • May 28Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: ₹14.70 (down from ₹15.50 in FY 2025). Revenue: ₹23.8b (up 9.1% from FY 2025). Net income: ₹3.32b (down 2.2% from FY 2025). Profit margin: 14% (down from 16% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Consumer Durables industry in India.공고 • May 28Cello World Limited, Annual General Meeting, Aug 07, 2026Cello World Limited, Annual General Meeting, Aug 07, 2026, at 11:00 Indian Standard Time.공고 • May 22Cello World Limited to Report Fiscal Year 2026 Results on May 27, 2026Cello World Limited announced that they will report fiscal year 2026 results on May 27, 2026Price Target Changed • Feb 17Price target decreased by 16% to ₹587Down from ₹695, the current price target is an average from 7 analysts. New target price is 26% above last closing price of ₹467. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₹14.80 for next year compared to ₹15.50 last year.Reported Earnings • Feb 16Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹2.88 (down from ₹3.99 in 3Q 2025). Revenue: ₹5.70b (up 2.4% from 3Q 2025). Net income: ₹636.4m (down 26% from 3Q 2025). Profit margin: 11% (down from 16% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in India.공고 • Feb 10Cello World Limited to Report Q3, 2026 Results on Feb 14, 2026Cello World Limited announced that they will report Q3, 2026 results at 4:00 PM, Indian Standard Time on Feb 14, 2026Reported Earnings • Nov 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹3.87 (up from ₹3.69 in 2Q 2025). Revenue: ₹6.01b (up 23% from 2Q 2025). Net income: ₹856.6m (up 4.9% from 2Q 2025). Profit margin: 14% (down from 17% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in India.공고 • Nov 04Cello World Limited to Report Q2, 2026 Results on Nov 10, 2025Cello World Limited announced that they will report Q2, 2026 results on Nov 10, 2025Price Target Changed • Aug 15Price target decreased by 7.3% to ₹705Down from ₹760, the current price target is an average from 6 analysts. New target price is 33% above last closing price of ₹530. Stock is down 40% over the past year. The company is forecast to post earnings per share of ₹16.00 for next year compared to ₹15.50 last year.공고 • Aug 06Cello World Limited to Report Q1, 2026 Results on Aug 11, 2025Cello World Limited announced that they will report Q1, 2026 results on Aug 11, 2025Upcoming Dividend • Jul 25Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 07 September 2025. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.4%).Reported Earnings • Jul 23Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹15.50. Revenue: ₹21.8b (up 7.7% from FY 2024). Net income: ₹3.39b (up 2.3% from FY 2024). Profit margin: 16% (in line with FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Durables industry in India.공고 • May 26Cello World Limited, Annual General Meeting, Aug 08, 2025Cello World Limited, Annual General Meeting, Aug 08, 2025, at 13:30 Indian Standard Time.Declared Dividend • May 26Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 1st August 2025 Payment date: 7th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (35% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹15.50. Revenue: ₹21.8b (up 9.0% from FY 2024). Net income: ₹3.39b (up 2.3% from FY 2024). Profit margin: 16% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India.공고 • May 24Cello World Limited announces Annual dividend, payable on September 07, 2025Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 07, 2025, ex-date on August 01, 2025 and record date on August 01, 2025.공고 • May 19Cello World Limited to Report Fiscal Year 2025 Results on May 23, 2025Cello World Limited announced that they will report fiscal year 2025 results on May 23, 2025Price Target Changed • Feb 15Price target decreased by 14% to ₹787Down from ₹910, the current price target is an average from 6 analysts. New target price is 28% above last closing price of ₹613. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₹15.24 for next year compared to ₹15.60 last year.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹3.99 (vs ₹4.18 in 3Q 2024)Third quarter 2025 results: EPS: ₹3.99 (down from ₹4.18 in 3Q 2024). Revenue: ₹5.69b (up 11% from 3Q 2024). Net income: ₹864.0m (down 2.7% from 3Q 2024). Profit margin: 15% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Consumer Durables industry in India.공고 • Feb 05Cello World Limited to Report Q3, 2025 Results on Feb 11, 2025Cello World Limited announced that they will report Q3, 2025 results on Feb 11, 2025Price Target Changed • Nov 19Price target decreased by 7.8% to ₹930Down from ₹1,009, the current price target is an average from 6 analysts. New target price is 19% above last closing price of ₹783. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of ₹17.14 for next year compared to ₹15.60 last year.Reported Earnings • Nov 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹3.69 (up from ₹3.65 in 2Q 2024). Revenue: ₹5.03b (up 6.7% from 2Q 2024). Net income: ₹816.4m (up 5.4% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Consumer Durables industry in India.공고 • Nov 08Cello World Limited to Report Q2, 2025 Results on Nov 12, 2024Cello World Limited announced that they will report Q2, 2025 results on Nov 12, 2024공고 • Aug 13Cello World Limited Approves Dividend for Year 2023-24Cello World Limited at its AGM held on August 10, 2024 approved the dividend of @ 30% i.e. INR 1.50/- each on Equity shares of the Company of face value of INR 5/- each for the financial year 2023-24.Reported Earnings • Aug 12First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹3.89 (up from ₹3.65 in 1Q 2024). Revenue: ₹5.07b (up 7.4% from 1Q 2024). Net income: ₹825.8m (up 6.6% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 5.1%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Durables industry in India.공고 • Aug 07Cello World Limited to Report Q1, 2025 Results on Aug 11, 2024Cello World Limited announced that they will report Q1, 2025 results on Aug 11, 2024New Risk • May 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.공고 • May 25Cello World Limited, Annual General Meeting, Aug 10, 2024Cello World Limited, Annual General Meeting, Aug 10, 2024.공고 • May 24Cello World Limited Proposes Final Dividend for the Financial Year 2023-24, Payable on or After August 15, 2024Cello World Limited proposed final dividend @ 30% i.e INR 1.50/- each on Equity Shares of the Company of face value of INR 5/- each for the financial year 2023-24, subject to approval of Members at the ensuing Annual General Meeting (AGM) of the Company. The Dividend, if approved, by the members at the ensuing AGM will be credited/dispatched to the shareholders on or after the 5th day from the date of AGM. The Dividend when sanctioned will be payable to those Equity Shareholders, holding shares on the close of August 2, 2024 and will be paid on or after August 15, 2024.공고 • May 16Cello World Limited to Report Fiscal Year 2024 Results on May 23, 2024Cello World Limited announced that they will report fiscal year 2024 results on May 23, 2024공고 • Jan 30Cello World Limited to Report Q3, 2024 Results on Feb 09, 2024Cello World Limited announced that they will report Q3, 2024 results on Feb 09, 2024Recent Insider Transactions • Jan 02Chief Financial Officer recently bought ₹937k worth of stockOn the 27th of December, Atul Parolia bought around 1k shares on-market at roughly ₹779 per share. This transaction increased Atul's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Atul's only on-market trade for the last 12 months.공고 • Nov 18Cello World Limited to Report First Half, 2024 Results on Nov 25, 2023Cello World Limited announced that they will report first half, 2024 results on Nov 25, 2023Board Change • Nov 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Pushap Singhvi was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 544012 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 544012 2 년 동안만 배당금을 지급해 왔으며 그 이후로 지급액이 증가하지 않았습니다.배당 수익률 vs 시장Cello World 배당 수익률 vs 시장544012의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (544012)0.4%시장 하위 25% (IN)0.3%시장 상위 25% (IN)1.4%업계 평균 (Consumer Durables)0.5%분석가 예측 (544012) (최대 3년)0.6%주목할만한 배당금: 544012 의 배당금( 0.4% )은 Indian 시장에서 배당금 지급자의 하위 25%( 0.29% )보다 높습니다.고배당: 544012 의 배당금( 0.4% )은 Indian 시장에서 배당금 지급자의 상위 25%( 1.44% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 낮은 배당금 지급 비율 (10.2%)로 인해 544012의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 92.7% )이 높기 때문에 544012 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/15 20:35종가2026/08/14 00:00수익2026/06/30연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cello World Limited는 15명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Utkarsh NopanyAnand Rathi Shares and Stock Brokers Limitednull nullAsian Markets Securities Private LimitedManoj MenonICICI Securities Ltd.12명의 분석가 더 보기
Upcoming Dividend • Jul 24Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 31 July 2026. Payment date: 06 September 2026. Payout ratio is a comfortable 10% and the cash payout ratio is 93%. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.5%).
Declared Dividend • May 30Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 31st July 2026 Payment date: 6th September 2026 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. EPS is expected to grow by 38% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 29Cello World Limited announces Annual dividend, payable on September 06, 2026Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 06, 2026, ex-date on July 31, 2026 and record date on July 31, 2026.
Upcoming Dividend • Jul 25Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 07 September 2025. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.4%).
Declared Dividend • May 26Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 1st August 2025 Payment date: 7th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (35% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 24Cello World Limited announces Annual dividend, payable on September 07, 2025Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 07, 2025, ex-date on August 01, 2025 and record date on August 01, 2025.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹399, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 33x in the Consumer Durables industry in India. Total loss to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹255 per share.
공고 • Aug 04Cello World Reportedly in Talks with Bain Capital for Majority Stake AcquisitionGlobal private equity firm Bain Capital, LP is leading discussions to acquire a controlling stake in Cello World Limited (NSEI:CELLO) from its promoters, who currently own 75% of the listed consumerware company, according to two people familiar with the matter. "Kotak's investment banking arm is advising the promoters on the transaction and the deal is pegged at over INR 30,000 million," one of the people cited above said. Other private equity funds have also evaluated the asset as the deal went through several rounds of on-and-off negotiations, a second person added. India's consumerware market was valued at $3.38 billion in 2025 and is expected to reach about $5.62 billion over the next four years, according to an October report by Ambit. Both the people spoke on the condition of anonymity. Bain declined to comment, while Kotak and Cello did not respond to Mint's requests for comment till press time. The development comes months after interest first emerged in the company. In March, CNBC-TV18 reported that Cello World had held preliminary sale discussions with funds including Kedaara Capital, Blackstone, Temasek, Advent International and Amundi's private equity arm.
공고 • Aug 03Cello World Limited to Report Q1, 2027 Results on Aug 07, 2026Cello World Limited announced that they will report Q1, 2027 results on Aug 07, 2026
Upcoming Dividend • Jul 24Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 31 July 2026. Payment date: 06 September 2026. Payout ratio is a comfortable 10% and the cash payout ratio is 93%. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.5%).
Reported Earnings • Jul 21Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: ₹14.70 (down from ₹16.33 in FY 2025). Revenue: ₹23.2b (up 8.8% from FY 2025). Net income: ₹3.32b (down 9.1% from FY 2025). Profit margin: 14% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Durables industry in India.
Price Target Changed • Jun 01Price target decreased by 15% to ₹469Down from ₹554, the current price target is an average from 8 analysts. New target price is 22% above last closing price of ₹385. Stock is down 38% over the past year. The company is forecast to post earnings per share of ₹16.71 for next year compared to ₹14.70 last year.
Declared Dividend • May 30Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 31st July 2026 Payment date: 6th September 2026 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. EPS is expected to grow by 38% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 29Cello World Limited announces Annual dividend, payable on September 06, 2026Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 06, 2026, ex-date on July 31, 2026 and record date on July 31, 2026.
Reported Earnings • May 28Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: ₹14.70 (down from ₹15.50 in FY 2025). Revenue: ₹23.8b (up 9.1% from FY 2025). Net income: ₹3.32b (down 2.2% from FY 2025). Profit margin: 14% (down from 16% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Consumer Durables industry in India.
공고 • May 28Cello World Limited, Annual General Meeting, Aug 07, 2026Cello World Limited, Annual General Meeting, Aug 07, 2026, at 11:00 Indian Standard Time.
공고 • May 22Cello World Limited to Report Fiscal Year 2026 Results on May 27, 2026Cello World Limited announced that they will report fiscal year 2026 results on May 27, 2026
Price Target Changed • Feb 17Price target decreased by 16% to ₹587Down from ₹695, the current price target is an average from 7 analysts. New target price is 26% above last closing price of ₹467. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₹14.80 for next year compared to ₹15.50 last year.
Reported Earnings • Feb 16Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹2.88 (down from ₹3.99 in 3Q 2025). Revenue: ₹5.70b (up 2.4% from 3Q 2025). Net income: ₹636.4m (down 26% from 3Q 2025). Profit margin: 11% (down from 16% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in India.
공고 • Feb 10Cello World Limited to Report Q3, 2026 Results on Feb 14, 2026Cello World Limited announced that they will report Q3, 2026 results at 4:00 PM, Indian Standard Time on Feb 14, 2026
Reported Earnings • Nov 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹3.87 (up from ₹3.69 in 2Q 2025). Revenue: ₹6.01b (up 23% from 2Q 2025). Net income: ₹856.6m (up 4.9% from 2Q 2025). Profit margin: 14% (down from 17% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in India.
공고 • Nov 04Cello World Limited to Report Q2, 2026 Results on Nov 10, 2025Cello World Limited announced that they will report Q2, 2026 results on Nov 10, 2025
Price Target Changed • Aug 15Price target decreased by 7.3% to ₹705Down from ₹760, the current price target is an average from 6 analysts. New target price is 33% above last closing price of ₹530. Stock is down 40% over the past year. The company is forecast to post earnings per share of ₹16.00 for next year compared to ₹15.50 last year.
공고 • Aug 06Cello World Limited to Report Q1, 2026 Results on Aug 11, 2025Cello World Limited announced that they will report Q1, 2026 results on Aug 11, 2025
Upcoming Dividend • Jul 25Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 07 September 2025. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.4%).
Reported Earnings • Jul 23Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹15.50. Revenue: ₹21.8b (up 7.7% from FY 2024). Net income: ₹3.39b (up 2.3% from FY 2024). Profit margin: 16% (in line with FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Durables industry in India.
공고 • May 26Cello World Limited, Annual General Meeting, Aug 08, 2025Cello World Limited, Annual General Meeting, Aug 08, 2025, at 13:30 Indian Standard Time.
Declared Dividend • May 26Dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 1st August 2025 Payment date: 7th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.5%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (35% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹15.50. Revenue: ₹21.8b (up 9.0% from FY 2024). Net income: ₹3.39b (up 2.3% from FY 2024). Profit margin: 16% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India.
공고 • May 24Cello World Limited announces Annual dividend, payable on September 07, 2025Cello World Limited announced Annual dividend of INR 1.5000 per share payable on September 07, 2025, ex-date on August 01, 2025 and record date on August 01, 2025.
공고 • May 19Cello World Limited to Report Fiscal Year 2025 Results on May 23, 2025Cello World Limited announced that they will report fiscal year 2025 results on May 23, 2025
Price Target Changed • Feb 15Price target decreased by 14% to ₹787Down from ₹910, the current price target is an average from 6 analysts. New target price is 28% above last closing price of ₹613. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₹15.24 for next year compared to ₹15.60 last year.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹3.99 (vs ₹4.18 in 3Q 2024)Third quarter 2025 results: EPS: ₹3.99 (down from ₹4.18 in 3Q 2024). Revenue: ₹5.69b (up 11% from 3Q 2024). Net income: ₹864.0m (down 2.7% from 3Q 2024). Profit margin: 15% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Consumer Durables industry in India.
공고 • Feb 05Cello World Limited to Report Q3, 2025 Results on Feb 11, 2025Cello World Limited announced that they will report Q3, 2025 results on Feb 11, 2025
Price Target Changed • Nov 19Price target decreased by 7.8% to ₹930Down from ₹1,009, the current price target is an average from 6 analysts. New target price is 19% above last closing price of ₹783. Stock is down 0.2% over the past year. The company is forecast to post earnings per share of ₹17.14 for next year compared to ₹15.60 last year.
Reported Earnings • Nov 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹3.69 (up from ₹3.65 in 2Q 2024). Revenue: ₹5.03b (up 6.7% from 2Q 2024). Net income: ₹816.4m (up 5.4% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Consumer Durables industry in India.
공고 • Nov 08Cello World Limited to Report Q2, 2025 Results on Nov 12, 2024Cello World Limited announced that they will report Q2, 2025 results on Nov 12, 2024
공고 • Aug 13Cello World Limited Approves Dividend for Year 2023-24Cello World Limited at its AGM held on August 10, 2024 approved the dividend of @ 30% i.e. INR 1.50/- each on Equity shares of the Company of face value of INR 5/- each for the financial year 2023-24.
Reported Earnings • Aug 12First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹3.89 (up from ₹3.65 in 1Q 2024). Revenue: ₹5.07b (up 7.4% from 1Q 2024). Net income: ₹825.8m (up 6.6% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 5.1%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Durables industry in India.
공고 • Aug 07Cello World Limited to Report Q1, 2025 Results on Aug 11, 2024Cello World Limited announced that they will report Q1, 2025 results on Aug 11, 2024
New Risk • May 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
공고 • May 25Cello World Limited, Annual General Meeting, Aug 10, 2024Cello World Limited, Annual General Meeting, Aug 10, 2024.
공고 • May 24Cello World Limited Proposes Final Dividend for the Financial Year 2023-24, Payable on or After August 15, 2024Cello World Limited proposed final dividend @ 30% i.e INR 1.50/- each on Equity Shares of the Company of face value of INR 5/- each for the financial year 2023-24, subject to approval of Members at the ensuing Annual General Meeting (AGM) of the Company. The Dividend, if approved, by the members at the ensuing AGM will be credited/dispatched to the shareholders on or after the 5th day from the date of AGM. The Dividend when sanctioned will be payable to those Equity Shareholders, holding shares on the close of August 2, 2024 and will be paid on or after August 15, 2024.
공고 • May 16Cello World Limited to Report Fiscal Year 2024 Results on May 23, 2024Cello World Limited announced that they will report fiscal year 2024 results on May 23, 2024
공고 • Jan 30Cello World Limited to Report Q3, 2024 Results on Feb 09, 2024Cello World Limited announced that they will report Q3, 2024 results on Feb 09, 2024
Recent Insider Transactions • Jan 02Chief Financial Officer recently bought ₹937k worth of stockOn the 27th of December, Atul Parolia bought around 1k shares on-market at roughly ₹779 per share. This transaction increased Atul's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Atul's only on-market trade for the last 12 months.
공고 • Nov 18Cello World Limited to Report First Half, 2024 Results on Nov 25, 2023Cello World Limited announced that they will report first half, 2024 results on Nov 25, 2023
Board Change • Nov 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Pushap Singhvi was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.