CCL

Things To Watch Out / Risks

What’s Going Well In Q4 FY25, CCL’s net profit jumped ~56%. Revenue rose ~15% year-on-year. For FY25 as a whole, revenue grew ~17%, profit ~24% compared to FY24. Margins improved significantly (better profitability per unit) due to improved mix of products and operating leverage. The company declared a final dividend of ₹5 per share. The branded coffee business is growing fast: “Continental Coffee” and rollout of premium brand “Percol” in India are being pushed. Capacity expansion (including operations in Vietnam) is being ramped up. Things To Watch Out / Risks Cost of raw materials (green coffee beans) has been volatile. Higher finance costs in recent quarter. Competition in the coffee/instant coffee segment is getting intense. Maintaining growth while managing input costs & supply chain challenges. Outlook & Analyst Expectations Management has reaffirmed guidance: about 10-20% volume growth, EBITDA growth in similar range. Branded business is expected to contribute more (higher margin). Cost of commodities expected to stabilize. Analysts giving positive ratings (some “Buy”) with target prices implying upside, assuming performance continues.