Borosil Ltd (NSE:BOROLTD)

Q4 2025 Borosil Ltd Earnings Call Transcript

May 20, 2025 / 09:30 AM GMT

Release Date Price: ₹356.25 (-0.53%)

Transcript

Key Points

Positve

Borosil Ltd (BOM:543212) reported a strong year-over-year revenue growth of 16.8%, reaching INR 1,107.8 crores.
The company successfully commissioned a new borosilicate glass furnace, expanding production capacity and reducing import dependence.
Borosil Ltd (BOM:543212) launched a new manufacturing unit for vacuum insulated stainless steel bottles, with an expected production capacity of 2.4 million units annually.
The Lara brand became the number one opalware brand in India, and the company launched the premium Lara Premier collection.
Borosil Ltd (BOM:543212) received a long-term credit rating upgrade to A- with a stable outlook, reflecting strong governance and operational resilience.

Negative

The introduction of UCPMP 2024 impacted B2B sales in the pharmaceutical segment, affecting bulk orders and distributor engagements.
Higher customer acquisition costs due to a shift towards e-commerce and quick commerce led to increased advertising and sales promotion expenses.
Working capital increased due to high inventory levels, particularly in appliances and Hydra categories, due to regulatory challenges.
The company faces potential revenue risks in the Hydra segment due to inventory depletion and insufficient local sourcing.
Borosil Ltd (BOM:543212) anticipates a challenging year ahead due to BIS regulatory issues affecting appliances and Hydra product categories.

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

BORS.NS - Borosil Ltd
Q4 2025 Borosil Ltd Earnings Call
May 20, 2025 / 09:30AM 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 the Brusil Limited Q4 and F 525 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone.

This conference call may contain forward-looking statements about the company which are based on beliefs, opinions, and expectations of the company as on date of this call. These statements are not guarantees of future performance and involve risk and uncertainties that are difficult to predict.

Please note that this conference is being recorded. I

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