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Borosil Ltd

Q1 FY27Consumer Durables

Borosil Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price255
Market cap₹3.0K Cr
P/E41.6
Updated26 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 3 strong

RevenueRank 3
MarginRank 1
CapexYes

Not discussed on this call: fundraise, order book.

The short version

Borosil has demonstrated a strong 10-year CAGR of over 21%, indicating robust historical growth. Borosil Limited aims to improve EBITDA margins to about 18% for FY27, up from 11-12% in the previous year, signaling better profitability.

From Borosil Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

Rank 3
  • Borosil has demonstrated a strong 10-year CAGR of over 21%, indicating robust historical growth.
  • Focus on expanding glassware and Opalware product categories with good traction.
  • Introduction of new product ranges like Thermoware to tap into everyday beverage and meal carrying needs.
  • Strategic shift towards healthier, eco-friendly, BPA-free glass and stainless steel products aligned with evolving consumer preference.
  • Expansion of manufacturing capacities, including borosilicate glass furnace and Opalware facilities, supports volume growth.
  • Omnichannel presence with over 24,000 retail outlets, including general trade, modern retail, e-commerce, quick commerce, B2B, and export channels, enables deep market penetration.
  • Price hikes taken in Q1 are expected to reflect in realizations from Q2 onwards.
  • Management expects margin improvement supporting sales growth.
  • Overall, with capacity scaling, portfolio expansion, and enhanced market reach, consistent volume and revenue growth is anticipated in the medium term.

Profitability & Margins

See what Borosil Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
  • FY27 Capex guidance is around INR 125-150 crores.
  • Capex primarily for:
  • - Expansion of borosilicate glass furnace.
  • - Bharuch facility expansion for glassware.
  • - Solar projects to continue for energy savings.
  • - Maintenance capex, including furnace rebuild for opal glass furnaces.
  • Over the last few years, significant investments have been made into manufacturing facilities for Opalware, borosilicate glassware, and double-wall vacuum bottles.
  • Capital allocation focuses on market building and capacity enhancement, considering long gestation cycles for new facilities.
  • Solar investments totaling around INR 130 crores, contributing to approx. INR 30 crores EBITDA savings.
  • No fixed target for exclusive retail stores capex; INR 40-50 lakhs per store with plans to open stores in Gurugram, Pune, Jaipur.

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

5x potential
1Nanta Tech
Rev 1Mar 1
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Borosil Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book or pending orders for Borosil Limited. However, some related points can be inferred: - New manufacturing lines (2 Hydra double-wall lines) commenced commercial production on June 30, 2026, indicating order fulfillment capability is increasing. - Inventory buildup is ongoing ahead of the Diwali season as part of normal seasonal stocking. - Capacity expansions in borosilicate glass furnace and Bharuch facility are underway, supported by a capex of INR 125-150 crores in FY27, suggesting gearing up for increased demand. - The company is focusing on growing market share and expanding product lines, which implies an expected healthy order pipeline. No specific numerical figures or detailed order book status were disclosed in the provided transcript.

Borosil Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹284 Cr, net profit ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Borosil Ltd Q1 FY27 results?

Borosil has demonstrated a strong 10-year CAGR of over 21%, indicating robust historical growth. Borosil Limited aims to improve EBITDA margins to about 18% for FY27, up from 11-12% in the previous year, signaling better profitability.

What is Borosil Ltd share price analysis?

Borosil Ltd currently shows a below-average growth signal. The stock trades at a P/E of 41.6 with a market cap of ₹3,040 Cr. Investors should review the full earnings analysis for detailed insights.

Is Borosil Ltd planning capital expenditure?

FY27 Capex guidance is around INR 125-150 crores. - Capex primarily for: - Expansion of borosilicate glass furnace. - Bharuch facility expansion for glassware. - Solar projects to continue for energy savings. - Maintenance capex, including furnace rebuild for opal glass furnaces. - Over the last few years, significant investments have been made into manufacturing facilities for Opalware, borosilicate glassware, and double-wall vacuum bottles. - Capital allocation focuses on market building and capacity enhancement, considering long gestation cycles for new facilities. - Solar investments totaling around INR 130 crores, contributing to approx.

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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.