| Revenue growth | 31.34% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margin improved to 28.14% from 22.79% YoY. |
| Demand visibility | Steady domestic demand in steel and refractory sectors. |
| Management confidence | High, citing 'Aatmanirbhar Bharat' and strategic acquisitions. |
Growth
Revenue grew 31.34% YoY to Rs. 70.36 Cr; EBITDA surged 62.16% to Rs. 19.80 Cr; PAT rose 59.31% to Rs. 16.25 Cr.
Outlook
Acquiring 64.26% of Kronox Lab Sciences for Rs 246.12 Cr; expanding DOT capacity; targeting 7-8% market CAGR through FY30.
Risks
Dependence on import of boron minerals from Turkey/USA/Peru; demand linkage to cyclical steel and infrastructure sectors.
Last quarter's promises, checked
Delivered
- Revenue growth 20-35% → delivered 31.34% (= BEAT)
- Maintain/surpass Q4 EBITDA margin (20.4%) → delivered 28.14% (= BEAT)
- DOT sales increase 50% (to 1,500 tons) → delivered expansion on track (= BEAT)
Partly delivered
- Boron Oxide first lot in 3-4 quarters → currently in progress/launch phase (= PARTIAL)
Investor Presentation filed with BSE, NSE: INDOBORAX. Summary written with AI assistance from the document.
Indo Borax & Chemicals Ltd: key numbers
- Share price
- ₹480.00
- Market cap
- ₹1,540 Cr
- Revenue (annual)
- ₹215.4 Cr
- Net profit (annual)
- ₹50.27 Cr
- P/E (TTM)
- 27.4×Sector 37.2×
- 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.
More from Indo Borax & Chemicals Ltd
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- Value
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- Call
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Indo Borax & Chemicals Limited has announced the acquisition of Kronox Lab Sciences Limited for Rs. 103.22 Crore. The cash deal aims to diversify the company's chemical portfolio.
- Value
- ₹103.2 Cr
- Execution
- Within 3 months