| Revenue growth | Q2 +44.71% YoY; H1 +35.44% YoY |
|---|---|
| Margins | Q2 EBITDA 18.36% vs Q1 25.63%; Q2 PAT margin 11.69% |
| Demand visibility | 98% repeat order rate; orders pre-booked at fixed prices |
Growth
Q2 revenue +44.71% YoY, +37.05% QoQ; Q2 PAT Rs16.2 Cr, down 3.13% YoY; H1 PAT +13.04%.
Outlook
384 looms commissioning Dec 2026 (192) and Mar 2027 (192); 70-80% renewable power target; no numeric growth guidance.
Risks
Delayed POY imports forced 30-40% costlier domestic procurement; pre-booked orders limited pass-through; Q2 EBITDA margin fell to 18.36%.
Last quarter's promises, checked
Partly delivered
- 19.79 MW solar-wind COD May-26 → still a new launch, COD unconfirmed (= PARTIAL)
- 70-80% renewable power → restated, not yet reported as achieved (= PARTIAL)
Missed
- EBITDA 24.32%, QoQ margin rise to 25-25.5% → Q2 FY27 18.36% (= MISS)
- 160 looms live by Feb-26 → 384 slated Dec-26/Mar-27 (= MISS)
- 1,500 looms by FY27 on 1,000 base → ~1,384 slated (= MISS)
Investor Presentation filed with BSE, NSE: BORANA. Summary written with AI assistance from the document.
Borana Weaves Ltd: key numbers
- Share price
- ₹212.59
- Market cap
- ₹566.5 Cr
- Revenue (annual)
- ₹388.6 Cr
- Net profit (annual)
- ₹64.61 Cr
- P/E (TTM)
- 8.3×Sector 34.2×
- Promoter holding
- 65.24%+0.00% QoQ
- FII holding
- 1.57%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Borana Weaves Ltd
All →Borana Weaves Capacity Expansion: ₹49.92 Cr Investment
Borana Weaves plans 384 new looms, adding 110.60 million metres of yearly capacity. The Rs 49.92 Crore investment will be phased through March 2027.
- Value
- ₹49.92 Cr
- Execution
- Phase 1 by December 2026; Phase 2 by March 2027
- annual greige fabric production capacity
- 110.6 million metres per year
Borana Weaves Other Announcement
Borana Weaves noted the appointment of Finportal Investments Private Limited as its investor relations agency. The filing discloses no fee, value or transaction amount.
Borana Weaves Capacity Expansion
Borana Weaves approved adding 384 water jet looms at Unit 4, expanding annual greige fabric capacity by about 110.6 million metres. Completion is targeted by March 2027.
- Execution
- Phase 1 by December 2026; Phase 2 by March 2027
- annual greige fabric production capacity
- 110.6 million metres
Borana Weaves Board Meeting Outcome
Borana Weaves' board approved shifting its registered office to Surat, Gujarat, effective immediately. The change is an administrative address update with no business impact.
Borana Weaves Q2 FY27 Results: Net Profit ₹16.2 Cr, Down 3.0% YoY
Borana Weaves submitted unaudited results for the quarter and half year ended September 2026. Half-year revenue and profit both rose compared with the prior year.
- Key figure
- Net profit ₹16.2 Cr · -3.0% YoY
Borana Weaves Business Update
Borana Weaves reported further delay in its 9.9 MW hybrid power project due to weather and grid issues. Revised commissioning now spans November 2026 to March 2027.
- hybrid power capacity (wind + solar)
- 9.9 MW