ALFA Finder| Revenue growth | 9% YoY for Q1FY27. |
|---|---|
| Margins | Gross Margin improved to 69.1%; EBITDA margin compressed to 13.6%. |
| Demand visibility | Strong; aligned with rising per capita consumption and discretionary spend trends. |
Growth
Revenue up 9.0% YoY to ₹253.6 Cr; PAT declined 26.5% YoY to ₹12.8 Cr due to higher expenses.
Outlook
Investing ₹157 Cr in total capex for hydration lines (Rajasthan), glassware (Bharuch), and furnace expansion (Jaipur).
Risks
Rising other expenses (₹107.7 Cr vs ₹87.6 Cr YoY) impacted EBITDA margins, which contracted to 13.6%.
Last quarter's promises, checked
Delivered
- Guided Hydra line 1 & 2 start Q1FY27 → delivered (BEAT)
- Guided maintenance capex ₹20-25Cr/yr → delivered (BEAT)
- Guided 15-20% revenue growth medium term → delivered 9% Q1 (PARTIAL)
Partly delivered
- Guided ₹65Cr Hydra capex → delivered Q1 ramp-up (PARTIAL)
- Guided ₹42Cr Bharuch glassware expansion → delivered (PARTIAL)
Missed
- Guided EBITDA margin 20% medium term → delivered 13.6% (MISS)
- Guided PAT growth → delivered -26.5% YoY (MISS)
Investor Presentation filed with BSE, NSE: BOROLTD. Summary written with AI assistance from the document.
Borosil Ltd: key numbers
- Share price
- ₹311.50
- Market cap
- ₹3,725 Cr
- Revenue (annual)
- ₹1,196 Cr
- Net profit (annual)
- ₹74.66 Cr
- P/E (TTM)
- 47.0×Sector 42.6×
- Promoter holding
- 64.68%+0.00% QoQ
- FII holding
- 0.43%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Borosil Ltd
All →Borosil Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹369.8 Cr (+7.5% YoY), EBITDA ₹71.0 Cr (+31.5%), PAT ₹31.9 Cr (+40.5%); EBITDA margin 18.7%. Diwali timing distorts comparisons. Capacity expansion ongoing.
Borosil Employee Stock Options
Borosil granted 7,23,200 employee stock options at Rs 192.8 each under its 2020 scheme. Options vest in three tranches over three years.
- Execution
- Vesting over 3 years from grant date
Borosil Q2 FY27 Results: Net Profit ₹31.9 Cr, Up 40.5% YoY
Borosil Ltd reported revenue from operations of ₹369.8 Cr (+7.5% YoY) and net profit of ₹31.9 Cr (+40.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹31.9 Cr · +40.5% YoY
Borosil Board Meeting Date
Borosil Limited will hold a board meeting on October 29, 2026, to consider and approve its unaudited standalone and consolidated financial results.
Borosil Other Announcement
Borosil Ltd has filed its quarterly shareholding pattern as mandated by SEBI regulations. This routine disclosure provides the distribution of shareholding across various categories.
Borosil Annual General Meeting
Borosil Ltd shareholders approved nine resolutions at the AGM, including a Rs. 250 crore fundraise. All proposals passed with the requisite majority via e-voting.
- Value
- ₹250.0 Cr