Borosil Limited has informed the Exchange about Investor Presentation
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Borosil Limited reported Q4 FY26 consolidated revenues of ₹277.9 crore, up 5.2% YoY, with EBITDA declining 4.1% to ₹37.9 crore and PAT falling 5% to ₹10.6 crore. Full year FY26 saw net sales of ₹1,171.1 crore (7.6% growth) but EBITDA margin contracted from 16.3% to 15.1%. Glassware led growth at 17.3%, while non-glassware grew modest 2.4%. The company announced three major capex plans: ₹65 crore for vacuum-insulated stainless steel bottles in Rajasthan (Q1 FY27), ₹42 crore for glassware manufacturing in Gujarat (Q3 FY27), and ₹50 crore to expand borosilicate furnace capacity in Jaipur. Net debt increased from ₹26.6 crore to ₹49.7 crore. The management set medium-term targets of 15-20% revenue CAGR and improving EBITDA margins.
The margin contraction in Q4 and FY26, rising debt levels, and heavy near-term capex spending could weigh on near-term profitability. However, the ambitious 15-20% revenue CAGR guidance and structural growth drivers in glassware and opalware categories suggest positive long-term prospects if execution is strong.