Borosil Ltd Q3 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 6 Jul 2026 | Consumer Durables | Market Cap: ₹2.9K Cr
Borosil Limited targets a medium-term revenue CAGR of 15%-20%, supported by new category launches and market expansion. Borosil aims for a medium-term EBITDA margin beyond 20%, up from around 17.5% currently.
From Borosil Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹254
Market Cap
₹2.9K Cr
P/E Ratio
39.0
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Borosil Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹284 Cr, net profit ₹11 Cr.
Full financials →📊 Revenue & Sales Performance
📈 Profitability & Margins
- →Borosil aims for a medium-term EBITDA margin beyond 20%, up from around 17.5% currently.
- →The company expects a 15% to 20% CAGR in revenue in the medium term, driven by category expansion and new product launches.
- →Despite short-term margin pressures (due to channel mix changes, increased advertising costs, and regulatory impacts), gross margins are improving.
- →Growth in glassware capacity utilization is targeted to be fully utilized by FY27, enhancing profitability.
- →Opalware (dinnerware) segment growth is steady, with capacity expansion planned via debottlenecking to increase capacity by 10-20% over 2 years.
- →New categories in non-glassware (kitchen appliances, steel serving ware, hydra bottles) are expected to add to growth.
- →The company prioritizes long-term growth and customer-centricity over short-term margin improvements, expecting stronger revenue growth and profit expansion over 3-5 years.
🏗️ Capital Expenditure Plans
- →Planned capex for bottle manufacturing in India in the next year, estimated between INR 50 crores to INR 70 crores, including working capital.
- →No immediate commitment to increase opalware capacity beyond a 10-20% organic debottlenecking expansion over the next 2 years.
- →Debottlenecking of existing opalware furnaces will increase capacity from 100 to 110 units in the coming year and possibly up to 120 units in about 2 years with minimal capex.
- →Evaluating capex decisions in the context of market demand and competition, especially in the dinnerware segment.
- →Focus on growing domestic manufacturing capabilities to substitute imports, especially for bottles and steel servingware.
- →Long-term strategic investment in building a strong, customer-centric organization prioritizing 3-5-10 year growth over short-term margin improvements.
💰 Fundraising & Capital Structure
- →As of the February 11, 2025 earnings call and transcript, there is no specific mention or commitment to any new fundraising through debt or equity.
- →The management did not share any detailed capex or funding plans besides mentioning probable capex of INR 50-70 crores for bottle manufacturing capacity expansion, expected to be funded through internal accruals.
- →They are currently focusing on organic growth and capacity debottlenecking rather than major new capacity expansion requiring significant external funding.
- →Any decisions on further capex or funding will depend on market conditions and strategic priorities but no explicit plans for new debt or equity raising were disclosed in this call.
📋 Order Book & Pipeline
Key Metrics
Frequently Asked Questions
What were Borosil Ltd Q3 FY25 results?
Borosil Limited targets a medium-term revenue CAGR of 15%-20%, supported by new category launches and market expansion. Borosil aims for a medium-term EBITDA margin beyond 20%, up from around 17.5% currently.
What is Borosil Ltd share price analysis?
Borosil Ltd currently shows a neutral. The stock trades at a P/E of 39.0 with a market cap of ₹2,853 Cr. Investors should review the full earnings analysis for detailed insights.
Is Borosil Ltd planning capital expenditure?
Planned capex for bottle manufacturing in India in the next year, estimated between INR 50 crores to INR 70 crores, including working capital.
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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.