Borosil Limited — PPTs, 06-02-2026: Investor Presentation

Here's a concise summary of Borosil's investor presentation:

**Business Performance:** Borosil's Q3 FY26 revenue from operations grew 0.2% YoY to ₹338.7 Cr. Adjusted EBITDA (excluding one-time items) dipped 5.3% to ₹54.8 Cr. For the nine months (9MFY26), revenue increased 8.3% to ₹893.2 Cr, with adjusted EBITDA up 3.4% to ₹144.9 Cr, driven by strong 10.8% glassware sales growth in Q3.

**Growth Drivers or Strategy:** The company is set to benefit from India's rising incomes, the booming home appliance market ("brown goods"), and a consumer shift from plastic to healthier glass and steel. Borosil aims to expand its "Mass Premium" offerings across cookware, storage, and home appliances using its multi-brand strategy.

**Recent Developments:** Boosting "Make in India," Borosil is investing ₹65 Cr in a new Rajasthan plant for stainless-steel flasks/containers, targeting 3.6 million units annually from Q4FY26.

**Management Commentary / Outlook:** Management projects 15-20% revenue CAGR, aiming for improved EBITDA margins and capital efficiency. Focus areas include expanding glass storage/Opalware, launching innovative "To-Go" products, growing premium domestic appliances, accelerating e-commerce, brand building, and sustainable ESG practices.