Borosil Limited — PPTs, 22-05-2026: Investor Presentation

**Business Performance:** Borosil's Q4 FY26 net sales rose 5.2% to ₹277.9 Cr; adjusted EBITDA declined 15.2% to ₹31.8 Cr, PAT fell 5.0% to ₹10.6 Cr. For FY26, net sales grew 7.6% to ₹1,171.1 Cr; adjusted EBITDA was nearly flat (+0.5% at ₹176.7 Cr), and PAT rose 0.6% to ₹74.7 Cr. Glassware (+17.3%) and Opalware (+7.3%) were strong annual growth drivers.

**Growth Drivers & Strategy:** Leveraging its "Mass Premium" brand, Borosil focuses on the "Plastic-to-Glass" shift, driven by consumer health awareness, boosting demand for glass storage and Opalware. Expanding daily-use products and the Hydra insulated steel bottle range are core strategies.

**Recent Developments:** Borosil plans a ₹50 Cr capex to expand its Jaipur Borosilicate Glass furnace (25 TPD to 32 TPD). A new ₹42 Cr glassware manufacturing facility in Bharuch for jars/jugs/bottles is also planned, expected by Q3 FY27.

**Management Outlook:** Management targets 15-20% revenue CAGR medium-term. Priorities include boosting glass storage/Opalware penetration, launching innovative 'To-Go' storage, expanding domestic appliances, and accelerating e-commerce. Enhancing EBITDA margins and optimizing capital through digital transformation are key.