| Management target | EBITDA Margin 18.0% FY27 |
|---|
| Revenue growth | 9% YoY growth reported for Q1 FY27. |
|---|---|
| Margins | Q1 margin 14.6% vs 17.8% YoY; targeting 18% recovery. |
| Demand visibility | Strong momentum expected to continue in Glassware and Opalware segments. |
| Management confidence | Confident in achieving 18% EBITDA margin for FY27. |
Growth
Revenue grew 9% YoY. Glassware segment led with 16.8% growth; Larah Opalware up 9.8%. PAT declined to INR 12.8 Cr.
Outlook
FY27 EBITDA margin guidance of 18%. Planned capex of INR 125-150 Cr for glassware projects and furnace rebuilds.
Risks
Input cost inflation (fuel/packaging) due to West Asia conflict; Chinese dumping and BIS compliance impacting Hydra category.
Last quarter's promises, checked
Delivered
- Guided vacuum flask production start Q1 FY27 → delivered unit launched (= BEAT)
- Guided 20MW solar plant commissioning Q1 FY27 → delivered operational (= BEAT)
Partly delivered
- Guided INR 110 Cr capex for FY27 → delivered INR 125-150 Cr revised plan (= PARTIAL)
Missed
- Guided 15-20% revenue growth → delivered 9% (= MISS)
- Guided 18% EBITDA margin → delivered 14.6% (= MISS)
Earnings Call Transcript filed with BSE, NSE: BOROLTD. Summary written with AI assistance from the document.
Borosil Ltd: key numbers
- Share price
- ₹281.15
- Market cap
- ₹3,362 Cr
- Revenue (annual)
- ₹1,196 Cr
- Net profit (annual)
- ₹74.66 Cr
- P/E (TTM)
- 48.0×Sector 45.6×
- Promoter holding
- 64.68%-0.01% QoQ
- FII holding
- 0.35%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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