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BOROLTD · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Borosil Limited reported Q4 FY26 consolidated revenue of Rs. 277.9 crore, up 5.2% YoY, with PAT at Rs. 10.6 crore (down 5% YoY). Full year FY26 revenue stood at Rs. 1,171.1 crore with 7.6% growth, and PAT at Rs. 74.7 crore (flat YoY). EBITDA margin compressed to 11.5% in Q4 (vs 14.2% in Q4 FY25) and 15.1% for full year (vs 16.3% in FY25), reflecting margin pressure. The company operates India's largest opalware manufacturing (84 TPD) and a 25 TPD borosilicate glass facility. Category-wise, glassware grew 17.3%, opalware grew 7.3%, and non-glassware grew 2.4%. The company has outlined expansion plans including a Rs. 65 crore stainless steel flask facility in Rajasthan (launch by Q1-Q2 FY27) and a Rs. 42 crore glassware facility in Gujarat.
The stock may see neutral reaction as revenue growth was decent but margin compression is a concern. Management's medium-term revenue CAGR target of 15-20% and ongoing capacity expansions signal growth intent, though near-term margin pressure from input costs and investments may weigh on near-term profitability.