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Borosil Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Capex guidance FY27: 125-150 Cr for glassware expansion and solar projects
- Margin pressure due to input cost inflation from West Asia conflict; impact ~10 Cr partially offset by price hikes of 5-7%
- Q1 FY27 consolidated revenue 253.6 Cr, +9% y-y; EBITDA 35.9 Cr, margin 14.6% vs 17.8% Q1 FY26
- EBITDA margin guidance for FY27 at 18%, excluding West Asia impact
- ROCE currently ~10%, expected to improve to 20-24% medium term with scaling and margin improvement
- Inventory buildup due to BIS compliance and new product launches; no channel stocking impact on Q1 growth
- New Hydra plant lines commissioned June 30, 2026; commercial production started
- Solar power now meets 61% of energy needs; Phase 3 solar plant with battery storage commissioned
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.