Borosil Ltd
Borosil Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Borosil Limited is confident about future growth driven by market shifts towards glassware, healthier options, and stainless steel products. Borosil Limited anticipates improving EBITDA margins into the low-20% range in the near future, up from current levels around 16-18%, driven by supply normalization (Hydra segment) and cost control measures.
From Borosil Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Borosil Limited is confident about future growth driven by market shifts towards glassware, healthier options, and stainless steel products.
- The company expects growth in opalware and glassware immediately, with margin improvements as production efficiencies ramp up.
- Non-glassware, especially stainless steel appliances and cookware, has grown faster than the industry and is expected to sustain strong growth independently for the next 2-3 years due to innovation and market capture opportunities.
- Glassware production is near 90% utilization, with plans for brownfield expansion of 50% capacity in existing facilities.
- In-house manufacturing ramp-up and improvement in domestic sourcing for hydra products will help recover lost volumes and expand sales.
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Profitability & Margins
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Capital Expenditure Plans
- Brownfield expansion planned to increase glassware capacity by 50% at existing facility; announcements expected next quarter.
- Opalware furnace realignment/shutdown every 2.5 years; next shutdown planned for next financial year with maintenance capex around INR15-16 crores per furnace.
- FY '27 capex not yet approved, but reasonable capex expected given growth opportunities.
- Considering manufacturing of certain products in-house (e.g., for BIS-compliance appliances), but no firm capex or timeline decided yet.
- Investing INR75 crores to set up a 20 MWp ground-mounted solar plant with battery energy storage to reduce power costs; expected commissioning in Q4 FY '26.
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Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Borosil Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹284 Cr, net profit ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Borosil Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Borosil Ltd Q3 FY26 results?
Borosil Limited is confident about future growth driven by market shifts towards glassware, healthier options, and stainless steel products. Borosil Limited anticipates improving EBITDA margins into the low-20% range in the near future, up from current levels around 16-18%, driven by supply normalization (Hydra segment) and cost control measures.
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?
Brownfield expansion planned to increase glassware capacity by 50% at existing facility; announcements expected next quarter.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.