Borosil Ltd (NSE:BOROLTD)

Q2 2025 Borosil Ltd Earnings Call Transcript

Nov 13, 2024 / 12:00 PM GMT

Release Date Price: ₹437.65 (-8.24%)

Transcript

Key Points

Positve

Borosil Ltd (BOM:543212) reported a strong year-over-year revenue growth of 19.4% for H1 FY25, reaching INR 490.7 crores.
The company achieved an operating EBITDA of INR 82.2 crores in H1 FY25, up from INR 62 crores in H1 FY24, reflecting improved operational efficiency.
The operating EBITDA margin increased to 16.8% in H1 FY25 from 15.1% in the same period last year.
Borosil Ltd successfully raised INR 150 crores through QIP to repay long-term project loans and working capital loans, improving its financial position.
The company's long-term credit rating was upgraded to AA- (stable) by ICRA, indicating a healthy improvement in its credit profile.

Negative

Depreciation and finance costs increased by approximately INR 19.84 crores due to the commissioning of a new borosilicate glass furnace.
The discontinuation of indexation benefits on long-term capital assets led to a reversal of deferred tax credit, impacting profit after tax by INR 1.36 crores.
Gross margins were affected by a change in product mix, particularly due to increased sales of lower-margin lunch boxes.
Higher advertising and promotion expenses were incurred due to the preponement of the Diwali festival, impacting short-term profitability.
The company faces potential challenges in maintaining growth momentum due to cautious consumer sentiment and market cycles.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BORS.NS - Borosil Ltd
Q2 2025 Borosil Ltd Earnings Call
Nov 13, 2024 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Borrowal Limited Q2 F 525 earnings conference call hosted by IC IC A Securities. As a reminder, all participant line will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr Nilesh Patel from IC IC I Securities. Please go ahead.

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Unidentified_2 [2]
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