Borosil Limited (BOROLTD) Earnings Call Transcripts

Borosil Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Borosil Limited reported revenue of INR 284.1 crores, reflecting a 5.2% year-over-year increase, but fell short of expectations due to ongoing supply chain challenges, particularly in the Hydro category. For the full fiscal year, revenue reached INR 1,195.9 crores, an 8% increase compared to INR 1,107.8 crores in FY '25. Operating EBITDA was flat at INR 176.7 crores, with a margin decline to 15.1%. Management maintained a cautious outlook, citing short-term challenges but targeting a 15-20% revenue growth and closer to 20% EBITDA margin in the medium term.

Reported metrics

Guidance from management

Management targets revenue growth of 15-20% and aims for an EBITDA margin closer to 20% in the medium term, despite short-term challenges.

What management said

As far as our application is concerned, it's only for borosilicate. I do believe there will be something else in the market for [indiscernible] does nothing to move in us. And as far as time line is concerned, I think Mr. Rajesh other you may have an update or -- Raj, are you on the call?

No, there was no impact because we have enough invention, so it shut down for a few days, and we have enough inventory to kind of capture that. So there was no -- there was 0 impact of the shutdown on sales. There was an impact on costs and the fixed cost absorption when the plant was safe, extended. But so on the margin, that will definitely impact but not on the same.

What analysts pressed on

Analysts expressed concerns regarding margin pressures due to rising gas prices and competition from Chinese imports. There were also questions about inventory levels and the potential impact on return on capital employed (ROCE).

Main topics on the call

• Revenue Growth — Borosil achieved revenue of INR 1,195.9 crores in FY '26, representing an 8% year-over-year growth. Management noted, 'This growth... is impacted substantially owing to the challenges that we have faced throughout the ye...
• Margin Pressure — The operating EBITDA margin declined from 16.3% in FY '25 to 15.1% in FY '26, attributed to supply chain challenges and increased costs. CEO Shreevar Kheruka stated, 'The main challenge has been the lower sales of Hydro....
• CapEx Plans — Borosil announced plans for a new manufacturing facility for vacuum-insulated stainless steel products, with commercial production expected to start in Q1 FY '27. This project is part of a broader strategy to enhance cos...
• Cost Control Measures — Management emphasized a focus on cost discipline, with advertising expenses remaining controlled and power costs reduced. The company is investing in a solar plant expected to save approximately INR 28 crores at the EBIT...

Read the full Borosil Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 Borosil Limited earnings call transcripts on record, spanning February 8, 2023 to May 22, 2026. Based on this history, Borosil Limited reports semi-annually. The most recent call on file is dated May 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BOROLTD

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Household Durables

Calls on record

11

First call

February 8, 2023

Most recent

May 22, 2026

Reporting cadence

semi-annually