Borosil Ltd (NSE:BOROLTD)

Q1 2026 Borosil Ltd Earnings Call Transcript

Aug 18, 2025 / 10:00 AM GMT

Release Date Price: ₹334.35 (+0.69%)

Transcript

Key Points

Positve

Borosil Ltd (BOM:543212) reported a 5.2% year-over-year growth in consolidated revenues, reaching INR 232.7 crores.
The company achieved a 16.1% year-over-year growth in operating EBITDA, with margins improving from 16% to 17.8%.
Profit before tax increased significantly from INR 12.9 crores to INR 23.5 crores, reflecting strong financial performance.
The non-glassware segment posted a 10.7% increase in revenue, driven by small home appliances and kitchen essentials.
Borosil Ltd (BOM:543212) is expanding its manufacturing footprint with a new facility for vacuum insulated stainless steel products, indicating future growth potential.

Negative

The glassware segment showed muted year-over-year growth, with revenues only slightly increasing from INR 55.7 crores to INR 56.2 crores.
Lara's opalware segment sales were stagnant, reflecting overall market softness and slower demand.
The company faced challenges due to UCPMP 2024 regulations, impacting B2B business by curbing bulk orders.
BIS compliance requirements affected Hydra sales, as some channels only accept BIS-certified steel products.
Capacity utilization for glassware was lower than expected, with utilization rates around 50-65%, indicating underperformance in this segment.

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

BORS.NS - Borosil Ltd
Q1 2026 Borosil Ltd Earnings Call
Aug 18, 2025 / 10:00AM 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 Boros Q1 FI 26 earnings conference call hosted by ICSA Securities Limited. 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 the conference call, please signal an operator by pressing and then 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Air Joshi from ICICI Securities Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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