Borosil Limited — PPTs, 18-08-2025: Investor Presentation

Borosil delivered robust Q1FY26 results, with revenue from operations growing 5.2% year-on-year to ₹232.7 Cr. Profit after tax surged 87.4% to ₹17.4 Cr, while EBITDA increased 28.5% to ₹47.2 Cr. Non-Glassware sales led segment growth at 10.7%.

The company is strategically leveraging India's rising discretionary spending and the significant consumer shift from plastic to healthier, durable glass and steel alternatives. Borosil's "Mass Premium Products" positioning aims to offer high-quality items at accessible prices.

A key recent development is the planned new manufacturing facility in Rajasthan for vacuum-insulated stainless steel bottles, flasks, and containers. This project involves an initial capital expenditure of ₹40 Cr, targeting an annual capacity of approximately 2.4 million units with commercial production expected by Q4 FY26.

Management's outlook points towards achieving a revenue CAGR of 15-20%, driven by increasing penetration of glass storage and Opalware, expanding into niche domestic appliances, and accelerating e-commerce growth. They also aim to improve EBITDA margins and optimize capital employed through various efficiency initiatives.