Borosil Scientific Limited — PPTs, 22-05-2025: Investor Presentation

1. Financial Highlights:

Borosil Scientific reported consolidated net sales of ₹129.5 Cr for the quarter, rising 11.9% YoY, and ₹438.5 Cr for FY25, up 10.7%. Q4 EBITDA stood at ₹19.2 Cr with a 14.8% margin, slightly lower YoY, while FY25 EBITDA grew 19.2% to ₹60.4 Cr, improving margins to 13.8%. Q4 PAT was ₹8.6 Cr (-8.9% YoY), but FY25 PAT increased 13.8% to ₹26.7 Cr. The company ended FY25 with a net cash position of ₹106.3 Cr. Growth was mainly driven by scientific segment sales, particularly lab consumables and equipment, with a small domestic glassware dip.

2. Strategic Initiatives & Growth Drivers:

Focus remains on innovation through R&D, expanding filter papers, environmental testing products, and lab equipment. Leveraging brand strength and ‘Make in India’ to boost exports and enter new markets. Medium-term targets include sustaining 12-14% revenue CAGR, improving EBITDA margins in Process Sciences and lab equipment, and enhancing energy efficiency with projects like the 450 kW solar rooftop.

3. Business Developments:

Expanded pharma packaging capacity and entered new verticals via acquisitions such as Goel Scientific. Launched advanced lab equipment under LabQuest and integrated process systems more deeply. Current portfolio spans 4000+ SKUs across laboratory glassware, equipment, process systems, and pharma packaging.

4. Market Position & Competitive Advantage:

India’s largest lab glassware maker with strong footholds in pharma (58% of scientific sales), government research, and education sectors. Benefits from trusted brand, 150+ channel partners, exports to 90+ countries, and certifications including ISI and global quality standards, reinforcing leadership and scale advantages.

5. Investor Implications:

Strong top-line growth, margin improvement opportunities, and net cash position suggest positive growth potential. Expansion in high-margin Process Sciences and international markets could enhance profitability. Execution on launches and acquisitions is key to sustaining momentum. Renewable energy and ESG efforts add operational resilience worth watching.