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Earnings Call

Borosil Earnings Call: Key Takeaways

Borosil Ltd reported Q4FY26 revenue of ₹277.9 Cr (5.2% YoY) and FY26 revenue of ₹1,171.1 Cr (7.6% YoY). Strategy focuses on 'Mass Premium' products and domestic manufacturing expansion.

Highlights
Revenue growth7.6% YoY for FY26.
MarginsOperating EBITDA margin at 15.1% for FY26, down from 16.3% YoY.
Demand visibilityStrong, driven by rising disposable incomes and health-conscious consumer shifts.
Management confidenceHigh, targeting multi-year growth via structural tailwinds.

Growth

FY26 Sales grew 7.6% to ₹1,171.1 Cr; Operating EBITDA at ₹176.7 Cr (29.4% CAGR over 8 years).

Outlook

Investing ₹65 Cr in Rajasthan steel plant (3.6mn units) and ₹42 Cr in Bharuch glassware facility.

Risks

EBITDA margins compressed to 11.5% in Q4FY26 from 14.2% YoY; Net Debt increased to ₹49.7 Cr.

Source

Earnings Call filed with BSE, NSE: BOROLTD. Summary written with AI assistance from the document.

Read the document ↗

Borosil Ltd: key numbers

Share price
₹264.80
Market cap
₹3,167 Cr
Revenue (annual)
₹1,196 Cr
Net profit (annual)
₹74.66 Cr
P/E (TTM)
45.2×Sector 45.9×
Promoter holding
64.68%-0.01% QoQ
FII holding
0.35%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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