Borosil Ltd (NSE:BOROLTD)

Q1 2025 Borosil Ltd Earnings Call Transcript

Aug 14, 2024 / 11:30AM GMT

Release Date Price: ₹400.2 (+3.37%)

Transcript

Key Points

Positve

Borosil Ltd (BOM:543212) reported a strong year-on-year revenue growth of 23.2% for Q1 FY25, reaching INR216.8 crores.
The company's operating EBITDA before investment income increased to INR34.6 crores, up from INR23.9 crores in the same period last year.
Profit before tax for Q1 FY25 was INR12.9 crores, compared to INR7.2 crores in Q1 FY24.
The Larah Opalware segment saw a 15% increase in sales, reaching INR76.1 crores in Q1 FY25.
The non-glassware segment recorded a 20.3% revenue growth, achieving a turnover of INR85.1 crores in Q1 FY25.

Negative

Depreciation and finance costs increased by about INR9.9 crores due to the new Borosilicate glass furnace commissioned during Q4 FY24.
The company had a net debt of INR57.8 crores as of June 30, 2024.
The consumer demand across the board has been challenging, impacting the overall market environment.
The company had to build up substantial inventory to mitigate risks associated with BIS implementation for appliances.
There are concerns about the cost structure and technical know-how of developing an Indian vendor ecosystem for appliances, which may lead to higher prices.

Operator

Ladies and gentlemen, good day, and welcome to Borosil Limited Q1 FY25 conference call hosted by ICICI Securities. (Operator Instructions) Please note that this conference is being recorded. And I now hand the conference over to Mr. Nilesh Patil. Thank you, and over to you, sir.

Nilesh Patil

ICICI Securities - Analyst

Thanks, Sumit. On behalf of ICICI Securities, we welcome you all to Q1 FY25 results conference call of Borosil Limited. We have with us Mr. Shreevar Kheruka, MD and CEO; Mr. Rajesh Kumar Chaudhary, Whole Time Director; Mr. Anand Sultania, CFO; Mr. Rituraj Sharma, President, Consumer Products; and Mr. Balesh Talapady, Vice President, Investor Relations and Business Analysis.

Now, I hand over the Call to the Management Team for their initial comments on quarterly performance. And then we will open the floor for a question-and-answer session. Thanks, and over to you, sir.

Shreevar Kheruka

Borosil Ltd - Chief Executive Officer, Vice Chairman of the Board, Managing Director, Executive Director

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