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Employees: 487
Size Cello World (CELLO.NS) is an India Consumer Discretionary company (Home Furnishings) with a market value of $870M, the 639th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹363.75 on 6 Nov 2026.
Performance Over six months the shares fell 14.0%, against -13.4% for the median peer and 0.0% for the India market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 7.2% over the last twelve months (peer median -0.2%); the operating margin is 16.4% (peer median 5.7%).
Valuation It trades at 21.5× forward earnings against a peer median of 19.5× (5th most expensive of 12).
Price implies For today's price to make sense, revenue must grow about 29% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is +11 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.7 points below its cost of capital (14.2% WACC).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹23.2B | ₹23.2B | ₹21.3B | ₹19.9B | ₹17.9B |
| Revenue growth | — | +9% | +7% | +11% | — |
| Gross profit | ₹8.16B | ₹7.54B | ₹7.62B | ₹7.42B | ₹6.36B |
| EBITDA | ₹4.61B | ₹4.73B | ₹5.11B | ₹5.09B | ₹4.27B |
| Net income | ₹3.13B | ₹3.32B | ₹3.65B | ₹3.31B | ₹2.66B |
| Free cash flow | n/a | ₹483M | ₹1.05B | -₹286M | ₹1.16B |
| Capital expenditure | n/a | ₹2.19B | ₹1.67B | ₹2.64B | ₹1.14B |
| Total debt | n/a | ₹380M | ₹52.9M | ₹3.71B | ₹3.35B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CELLO.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.9% | -5.0% | 9th lowest of 21 |
| 6-month return | -14.0% | -13.4% | 10th lowest of 21 |
| Distance from 52-week high | -45.2% | -36.3% | 7th lowest of 21 |
| Revenue growth (TTM) | +7.2% | -0.2% | 7th highest of 21 |
| Operating margin | 16.4% | 5.7% | highest of 21 |
| Forward P/E | 21.5× | 19.5× | 5th most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | 28.6% | 3.9% | 3rd most demanding of 12 |
| Growth delivered (Del g) | +17.2% | +6.0% | highest of 12 |
| Hurdle (Req g minus delivered) | +11.4 pp | +0.0 pp | 4th most demanding of 12 |
| ROIC minus cost of capital | -3.7 pp | -1.1 pp | 8th lowest of 21 |
| EV / EBITDA | 17.8× | 14.3× | 4th cheapest of 7 |
| Net debt / EBITDA | -1.5× | 1.0× | 3rd least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Cello World CELLO.NS | India | $870M | -14% | +7% | 16% | 21.5× | 28.6% | +17.2% |
| Helen of Troy HELE | United States | $876M | +51% | +1% | 7% | 9.8× | 3.9% | -3.1% |
| TTK Prestige TTKPRESTIG.NS | India | $882M | +14% | +16% | 7% | 33.2× | 36.8% | +6.3% |
| Yotrio 002489.SZ | China | $809M | -23% | 0% | 2% | n/a | n/a | n/a |
| Chongqing Zhengchuan Pharmaceutical Packaging 603976.SS | China | $769M | +41% | +9% | 3% | n/a | 51.0% | +6.0% |
| Hunan Hualian China Industry 001216.SZ | China | $729M | -9% | -15% | 12% | n/a | n/a | n/a |
| Dong Yi Ri Sheng Home Decoration 002713.SZ | China | $1.08B | -38% | -1% | -23% | n/a | n/a | n/a |
| Zhejiang Truelove Vogue 003041.SZ | China | $698M | -38% | -1% | 7% | 56.7× | n/a | n/a |
| Suofeiya Home Collection 002572.SZ | China | $1.12B | -35% | -22% | 8% | 20.7× | -2.8% | +2.3% |
| De Rucci Healthy Sleep 001323.SZ | China | $1.15B | -26% | -6% | 5% | 19.5× | 0.0% | +3.3% |
| Cera Sanitaryware CERA.NS | India | $654M | -12% | +15% | 10% | 24.4× | 21.9% | +10.7% |
| CSG 000012.SZ | China | $1.17B | -13% | -12% | -5% | n/a | n/a | n/a |
| Man Wah 1999.HK | Hong Kong | $1.20B | -45% | -3% | 14% | 7.9× | -6.5% | 0.0% |
| Shanghai Shuixing Home Textile 603365.SS | China | $621M | -29% | +2% | 10% | 9.6× | -12.9% | +8.2% |
| Markor International Home Furnishings 600337.SS | China | $613M | +19% | -43% | -106% | n/a | n/a | n/a |
| Guang Dong Sitong 603838.SS | China | $612M | +43% | +8% | -23% | n/a | n/a | n/a |
| Zhang Xiaoquan 301055.SZ | China | $597M | -13% | +15% | 5% | 56.7× | 27.1% | +12.4% |
| La-Z-Boy LZB | United States | $1.27B | -11% | 0% | 7% | 12.7× | 4.2% | +4.2% |
| Anhui Deli Household Glass 002571.SZ | China | $574M | -15% | -16% | -10% | n/a | n/a | n/a |
| Ziel Home Furnishing Technology 301376.SZ | China | $1.32B | +32% | +21% | 6% | 18.2× | -7.0% | +17.0% |
| GuangDong Topstrong Living Innovation & Integration 300749.SZ | China | $570M | -24% | -34% | -13% | n/a | n/a | n/a |