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Earnings Call

Indo Borax & Chemicals Earnings Call: Key Takeaways

Indo Borax & Chemicals Limited transcript for Q4 and FY26. Management reports significant transformation under new ownership by Zenrock Chemicals, achieving record revenue growth with a focus on operational efficiency and boron chemistry expansion.

Why this was an Alfa AlertNot a filter event. Revenue growth guidance of ₹250 Cr+ represents approximately 16% YoY growth, which is below the 50% threshold.
Highlights
Revenue growthFY26 up 23%; Q4 up 25.7% YoY.
MarginsEBITDA margin steady at 20-21%; PAT margin 21.5% in Q4.
Demand visibilityStrong domestic demand; 50% market share in India.
Management confidenceHigh; confident in sustaining 20-21% margins despite volatility.

Growth

FY26 operating revenue grew 23% to ₹215.45 Cr; PAT grew 18% to ₹50.27 Cr. Q4 FY26 revenue up 25.7% YoY.

Outlook

Revenue guidance of ₹250 Cr+ for FY27. CAPEX plans for Boron Oxide capacity (4,000 MTPA) and forward integration.

Risks

Geopolitical volatility affecting raw material costs; concentration of boron ore supply in Turkey and Americas.

Source

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

Read the document ↗

Indo Borax & Chemicals Ltd: key numbers

Share price
₹449.95
Market cap
₹1,444 Cr
Revenue (annual)
₹215.4 Cr
Net profit (annual)
₹50.27 Cr
P/E (TTM)
25.6×Sector 37.5×
Promoter holding
38.41%+7.61% QoQ
FII holding
0.13%Current quarter

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

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Indo Borax & Chemicals Ltd reported revenue from operations of ₹70.4 Cr (+31.3% YoY) and net profit of ₹16.3 Cr (+59.8% YoY) for Q1 FY27.

Key figure
Net profit ₹16.3 Cr · +59.8% YoY