ALFA Finder| Management target | EBITDA Margin 18.0% FY27 |
|---|
| Revenue growth | 9% YoY growth reported for Q1 FY27. |
|---|---|
| Margins | Q1 margin 14.6% vs 17.8% YoY; targeting 18% recovery. |
| Demand visibility | Strong momentum expected to continue in Glassware and Opalware segments. |
| Management confidence | Confident in achieving 18% EBITDA margin for FY27. |
Growth
Revenue grew 9% YoY. Glassware segment led with 16.8% growth; Larah Opalware up 9.8%. PAT declined to INR 12.8 Cr.
Outlook
FY27 EBITDA margin guidance of 18%. Planned capex of INR 125-150 Cr for glassware projects and furnace rebuilds.
Risks
Input cost inflation (fuel/packaging) due to West Asia conflict; Chinese dumping and BIS compliance impacting Hydra category.
Last quarter's promises, checked
Delivered
- Guided vacuum flask production start Q1 FY27 → delivered unit launched (= BEAT)
- Guided 20MW solar plant commissioning Q1 FY27 → delivered operational (= BEAT)
Partly delivered
- Guided INR 110 Cr capex for FY27 → delivered INR 125-150 Cr revised plan (= PARTIAL)
Missed
- Guided 15-20% revenue growth → delivered 9% (= MISS)
- Guided 18% EBITDA margin → delivered 14.6% (= MISS)
Earnings Call Transcript filed with BSE, NSE: BOROLTD. Summary written with AI assistance from the document.
Borosil Ltd: key numbers
- Share price
- ₹309.40
- Market cap
- ₹3,700 Cr
- Revenue (annual)
- ₹1,196 Cr
- Net profit (annual)
- ₹74.66 Cr
- P/E (TTM)
- 46.7×Sector 44.3×
- 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