Borana Weaves Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 3 Aug 2026 | Textiles & Apparels | Market Cap: ₹863 Cr
Borana Weaves plans to double loom capacity from 1,000 to 2,000 by March 2028, increasing production volumes steadily. Borana Weaves expects steady growth with capacity doubling from 1,000 to 2,000 looms by March 2028, reaching 1,500 looms by March 2027.
From Borana Weaves Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹308
Market Cap
₹863 Cr
P/E Ratio
13.3
Revenue Rank
Margin Rank
How does Borana Weaves Ltd rank in Textiles & Apparels?
Compare Borana Weaves Ltd against every Textiles & Apparels company this quarter on revenue, margins and earnings-call signals.
Borana Weaves Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹101 Cr, net profit ₹17 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 2- →Borana Weaves plans to double loom capacity from 1,000 to 2,000 by March 2028, increasing production volumes steadily.
- →By end of FY 2027, loom capacity is expected to reach 1,500, boosting fabric output.
- →Recent quarters showed strong sales growth: Q3 FY’26 revenue rose 42% year-on-year to INR 111.36 crores; 9-month revenue up 36% to INR 287.86 crores.
- →Incremental revenue from 160 new looms (Unit 4B) is projected at INR 60-75 crores annually.
- →Focus on value-added products and technical textiles is expected to enhance revenue quality.
- →Realization per square meter is improving, with INR 16+ per square meter anticipated going forward.
- →Export growth may shift toward Middle East and UAE markets due to EU policy changes, but domestic demand remains strong.
- →Emphasis on operational efficiency and renewable energy integration aims to support sustainable margin and revenue growth.
📈 Profitability & Margins
Rank 2- →Borana Weaves expects steady growth with capacity doubling from 1,000 to 2,000 looms by March 2028, reaching 1,500 looms by March 2027.
- →EBITDA margins projected to gradually increase beyond current ~24.3%, potentially reaching 25-25.5% as new units become fully operational and depreciation/interest costs stabilize.
- →Revenue growth driven by incremental capacity additions, with 160 looms adding ~INR60-70 crores annual revenue; overall capex for doubling capacity estimated at INR350-400 crores.
- →Expansion supported by internal accruals and debt, no equity dilution planned.
- →Margins expected to benefit from lower raw material costs due to removal of import restrictions and continued operational efficiencies.
- →PAT growth supported by strong volume growth, operational leverage, and expanding margins; 9M FY26 PAT rose 62% Y-o-Y.
- →Future product mix will maintain a 20-25% value-added product contribution, adapting to demand trends.
🏗️ Capital Expenditure Plans
Yes- →Current capex of INR35 crores spent on Unit 4B for adding 160 water jet looms, part of capacity doubling plan.
- →Planned total capex of INR350-400 crores to double loom capacity from 1,000 to 2,000 by March 2028.
- →Capex split: ~INR200 crores on machinery, INR50-70 crores on working capital, plus renewable energy investments.
- →Renewable energy investments approx. INR125 crores (including rooftop solar and solar-wind hybrid projects), expected to save around INR18-20 crores annually in power costs.
- →Financing primarily through internal accruals and manageable debt; no equity dilution planned.
- →Minor equity investment (~INR1 crore) in Attero Recycling with no plans for other non-core investments—business focus remains synthetic fabric manufacturing.
- →Capacity expansion linked with renewables for cost efficiency and sustainability.
💰 Fundraising & Capital Structure
Yes- →No equity dilution is planned for funding the capacity expansion.
- →The estimated capex for doubling capacity (INR350-400 crores) will be funded primarily through:
- → - Internal accruals
- → - Debt as needed (around INR40 crores debt planned for renewable energy; similar approach expected for capex).
- →Current debt levels are low with INR35 crores long-term and INR25 crores short-term debt.
- →The company’s financial strategy emphasizes prudent capital allocation and maintaining a strong balance sheet that is nearly debt-free.
- →Renewable energy projects involve partial debt (~INR40 crores), rest funded through internal resources; interest cost on this debt expected to be moderate.
- →Overall, debt will be used carefully alongside internal funds; no fresh equity fundraising is planned at this time.
📋 Order Book & Pipeline
No information- →The transcript does not explicitly mention the exact current or expected order book figures in numbers.
- →However, it mentions strong order books and healthy sales volumes driving revenue growth in Q3 FY '26.
- →The company has robust demand visibility supported by stable utilization and operational efficiency.
- →It indicates a positive market environment with increased acceptance of products and enhanced capacity utilization.
- →The doubling of capacity to 2,000 looms by March 2028 also reflects confidence in future order inflows.
- →The discussion alludes to steady customer demand and sustained market traction, particularly in yarn sales.
- →Overall, the company appears to have a healthy and growing order pipeline aligned with its capacity expansion plans.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Borana Weaves Ltd Q3 FY26 results?
Borana Weaves plans to double loom capacity from 1,000 to 2,000 by March 2028, increasing production volumes steadily. Borana Weaves expects steady growth with capacity doubling from 1,000 to 2,000 looms by March 2028, reaching 1,500 looms by March 2027.
What is Borana Weaves Ltd share price analysis?
Borana Weaves Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 13.3 with a market cap of ₹863 Cr. Investors should review the full earnings analysis for detailed insights.
Is Borana Weaves Ltd planning capital expenditure?
Current capex of INR35 crores spent on Unit 4B for adding 160 water jet looms, part of capacity doubling plan.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.