BOROSCINSEBorosil Scientific LimitedMediumNeutral
Announced Tue, 12 Aug · 17:29 IST

Borosil Scientific Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

BOROSCI · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Borosil Scientific Limited filed its Q1FY26 investor presentation. Consolidated revenue declined 8.2% YoY to ₹96.0 cr, while standalone revenue fell 5.1% to ₹89.0 cr. Consolidated EBITDA dropped 35% to ₹7.8 cr, with margins contracting sharply from 11.5% to 8.1%. The company slipped into a consolidated loss of ₹4.2 cr (vs profit of ₹5.0 cr) due to a one-time VRS expense of ₹6.61 cr at the Nashik plant. Lab Consumables (-9.3%) and Process Systems (-31.4%) were the main drags, though Lab Equipment grew 12.4% and Pharma Packaging held steady. Management highlighted that fresh order bookings in Q1FY26 were substantially higher YoY, with Process Systems execution deferred to Q3FY26. Net cash position improved significantly to ₹124.7 cr from ₹4.0 cr a year ago.

Likely market impact

Weak quarterly performance and margin pressure are likely to weigh on near-term sentiment, but a strong net cash balance, improving order pipeline, and management's medium-term guidance of 12-14% revenue CAGR with EBITDA margin expansion offer some comfort for long-term investors.