Monday, 2 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

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.

Highlights
Revenue growthQ2 +7.5% YoY; H1 +8.8% YoY
MarginsQ2 EBITDA margin 18.7% vs 15.1% LY
Demand visibilityDiwali shift; industry growth 8.5-15% cited

Growth

Q2 revenue +7.5%, EBITDA +31.5%, PAT +40.5% YoY; H1 revenue +8.8%, PAT +11.4%.

Outlook

Board-approved borosilicate furnace expansion 25→32 TPD (₹50 Cr); steel bottle capex ₹65 Cr, third line by Jan'27.

Risks

Diwali timing shift; H1 operating cash flow negative (-₹2.9 Cr) on ₹91.4 Cr working capital outflow.

Last quarter's promises, checked

Delivered

  • Two Hydra double-wall lines in commercial production by 30-Jun-26 → two lines started Q1FY27 (= BEAT)

Partly delivered

  • FY27 EBITDA margin ~18% (18-20% band) → Q2 18.7%, Q1 14.6%; FY not yet reported (= PARTIAL)

Missed

  • Third steel-bottle line in Q2FY27 → now by Jan'27 (= MISS)
  • Glassware growth to 'maintain momentum' (Q1 +16.8%) → Glass Q2 -5.1% (= MISS)
  • Opalware growth ~9%, 'same going forward' → Q2 +6.5% (= MISS)
Source

Investor Presentation filed with NSE, NSE: BOROLTD. Summary written with AI assistance from the document.

Read the document ↗

Borosil Ltd: key numbers

Share price
₹286.40
Market cap
₹3,425 Cr
Revenue (annual)
₹1,196 Cr
Net profit (annual)
₹74.66 Cr
P/E (TTM)
43.2×Sector 40.5×
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 →