Borosil Ltd.
NSE: BOROLTD · Healthcare
Sector
Healthcare
Size band
Small cap
Market cap
2,856cr
P/E
37.8
ROE
10.8%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
Pharmaceuticals & Drugs · largest 12 of 82 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | 29.0% | 10.5% |
| Divi's Laboratories Ltd. | 41.0% | 27.8% |
| Torrent Pharmaceuticals Ltd. | 34.0% | 54.8% |
| Lupin Ltd. | 30.0% | 32.1% |
| Dr. Reddy's Laboratories Ltd. | 11.0% | −5.5% |
| Cipla Ltd. | 17.0% | 2.3% |
| Zydus Lifesciences Ltd. | 24.0% | 22.0% |
| Mankind Pharma Ltd. | 26.0% | 12.9% |
| Aurobindo Pharma Ltd. | 21.0% | 16.3% |
| Torrent Power Ltd. | 19.0% | 2.8% |
| Alkem Laboratories Ltd. | 20.0% | 10.9% |
| Borosil Ltd. | 14.0% | 9.0% |
What management said
17 statements on recordEarnings call · Q1 FY27 · 26 Aug 2026
- Hydra third double-wall line production commencement→expected to commence during Q2 FY27· Q2 FY27
“The commercial production from 2 double-wall lines commenced on 30th June 2026, and the production from third double-wall line is expected to commence during Q2 FY27.”
- EBITDA margin→about 18% EBITDA margins· FY27
“For FY27, yes, it remains -- that remains about 18% EBITDA margins.”
- Capex→about INR 125 crores to INR 150 crores· FY27
“So the overall capex will be roughly INR 125 crores to INR 150 crores.”
- Depreciation→approximately INR 92 crores· current year
“So current year, overall depreciation would be approximately INR 92 crores, including stainless-steel Hydra plant at a consolidated level.”
- Bharuch glassware project commissioning→expect to commission by end of Q3 FY27· Q3 FY27
“The project is progressing as per plan and expect to commission by end of Q3 FY27.”
- Borosilicate pressware glass furnace capacity expansion→from 25 tons per day to 32 tons per day
“In Q4 FY26, the Board also approved expansion of borosilicate pressware glass furnace from 25 tons per day to 32 tons per day at Jaipur with an addition of third forming line.”
- Borosilicate pressware glass furnace expansion commissioning→expect to commission by end of Q4 FY28· Q4 FY28
“The project is progressing as per plan and expect to commission by end of Q4 FY28.”
- ROCE→20% to 24% ROCE margins· going forward
“So on a basis, yes, we'll definitely improve the ROCE.”
Earnings call · Q1 FY27 · 25 Aug 2026
- EBITDA margin→about 18% EBITDA margins· FY27
“For FY27, yes, it remains -- that remains about 18% EBITDA margins.”
- Capex→INR125 crores to INR150 crores· FY27
“So the total capex for FY27 is estimated to be about INR125 crores, which is for the 2 glassware projects. One is the expansion of borosilicate glass furnace. And second is the Bharuch facility for the glassware. And also, we might do some solar projects further going forward and some maintenance capex on the furnace rebuild for opal glass furnaces, which is going to come for rebuild in this year. So the overall capex will be roughly INR125 crores to INR150 crores.”
- Capacity / production start→production from third double-wall line is expected to commence during Q2 FY27· Q2 FY27
“The commercial production from 2 double-wall lines commenced on 30th June 2026, and the production from third double-wall line is expected to commence during Q2 FY27.”
- Glassware manufacturing project capex→estimated capital expenditure of INR42 crores
“The project involves an estimated capital expenditure of INR42 crores.”
- Glassware manufacturing project commissioning→expect to commission by end of Q3 FY27· Q3 FY27
“The project is progressing as per plan and expect to commission by end of Q3 FY27.”
- Borosilicate pressware blast furnace capacity expansion→from 25 tons per day to 32 tons per day
“In Q4 FY26, the Board also approved expansion of borosilicate pressware blast furnace from 25 tons per day to 32 tons per day at Jaipur with an addition of third forming line.”
- Borosilicate pressware blast furnace capex→estimated capex of INR50 crores
“Hence, the Board approved expansion with third additional forming line with an estimated capex of INR50 crores.”
- Borosilicate pressware blast furnace commissioning→expect to commission by end of Q4 FY28· Q4 FY28
“The project is progressing as per plan and expect to commission by end of Q4 FY28.”
- Solar savings→about INR27 crores, INR28 crores at EBITDA level· FY27
“So FY27, the overall savings from the solar with the Phase 3 implementations that we have done so far, that will be about INR27 crores, INR28 crores at EBITDA level.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
On air
6 calls · outcomes not trackedRecorded as stated on air, with the analyst's SEBI registration status where it was given. Anchor calls carry no registration and are marked. Bharatstox does not make, endorse or repeat these calls, and none of them is our view.
| Channel & show | Aired | Stated target | Stated stop | Outcome |
|---|---|---|---|---|
| NDTV ProfitNDTV Profit · no registration attached | 28 Sep | +19.4% | — | still open |
| Zee BusinessZee Business · no registration attached | 28 Sep | +2.3% | -1.1% | still open |
| Zee BusinessZee Business · no registration attached | 28 Sep | +2.3% | -1.1% | still open |
| Zee BusinessZee Business · no registration attached | 28 Sep | +2.7% | -0.8% | still open |
| CNBC AwaazCNBC Awaax · no registration attached | 10 Sep | +7.1% | -3.0% | still open |
| CNBC AwaazCNBC Awaax · no registration attached | 10 Sep | +5.3% | -3.0% | still open |
Shareholding
change across 4 filings| Category | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Change |
|---|---|---|---|---|---|
| Promoters | 64.7 | 64.7 | 64.6 | 64.6 | +0.1 |
| Foreign institutions | 0.4 | 0.3 | 0.4 | 0.4 | 0.0 |
| Domestic institutions | 6.2 | 6.2 | 6.1 | 6.1 | +0.1 |
| Retail & others | 28.8 | 28.8 | 28.9 | 28.9 | −0.1 |
As filed with the exchange for the periods ending Sep 25 to Jun 26.
Filings
latest 25 of 282- Certificate under SEBI (Depositories and Participants) Regulations, 20185 Oct 2026
- Trading Window28 Sept 2026
- Updates25 Sept 2026
- Shareholders meeting25 Sept 2026
- Shareholders meeting25 Sept 2026
- Shareholders meeting24 Sept 2026
- Updates23 Sept 2026
- Updates22 Sept 2026
- Disclosure under Regulation 30 of the Listing Regulations.22 Sept 2026
- Newspaper Advertisements - Electronic dispatch of Annual Report for FY 2025-26 including Notice of 16th Annual General Meeting1 Sept 2026
- Copy of Newspaper Publication1 Sept 2026
- General Updates31 Aug 2026
- Letter containing web link of the Annual Report for FY 2025-26 to non-email cases31 Aug 2026
- Updates31 Aug 2026
- BRSR for FY 2025-2631 Aug 2026
- Annual Report for FY 2025-26 including Notice of 16th Annual General Meeting31 Aug 2026
- Shareholders meeting31 Aug 2026
- Annual Report for FY 2025-26 and Notice of 16th Annual General Meeting.31 Aug 2026
- Newspaper Advertisements for the attention of the Shareholders in respect of information regarding 16th Annual General Meeting.28 Aug 2026
- Copy of Newspaper Publication28 Aug 2026
- General Updates28 Aug 2026
- Intimation of the 16th Annual General Meeting28 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates26 Aug 2026
- Transcript of Earnings Call is enclosed.26 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates25 Aug 2026
The 25 most recent of 282 filings we hold for BOROLTD, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Broadcast calls are reproduced as stated on air, attributed, with the analyst's SEBI registration status where given; they are not our calls and not our view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.