Borosil earnings calls.

Borosil delivered steady 9% revenue growthCurrent reported value: 9% revenue growth. No comparable prior figure is available in the source record. to ₹253.6 crore in Q1 FY27, driven by strong double-digit 16.8% growth in glasswareCurrent reported value: 16.8% growth in glassware. No comparable prior figure is available in the source record. and 9.8% growth in OpalwareCurrent reported value: 9.8% growth in Opalware. No comparable prior figure is available in the source record.. However, EBITDA margin compressed sharply to 14.6%Current reported value: 14.6%. No comparable prior figure is available in the source record. (down 320 bps YoY) as West Asia geopolitical tensions drove ₹10 crore incremental cost impact—primarily fuel and packaging inflation. PAT declined 26.4% YoYCurrent reported value: 26.4% YoY. No comparable prior figure is available in the source record. to ₹12.8 crore. Management guided for 18% EBITDA margin recoveryCurrent reported value: 18% EBITDA margin recovery. No comparable prior figure is available in the source record. in FY27 as price hikes (5-7% across categories) take effect from Q2 onwards and fuel costs moderate. The company commissioned two vacuum-insulated flask lines in Rajasthan and a 20MW captive solar plant with battery storage, now meeting 61%Current 61%. Reported change: +16pp YoY. of energy needs from solar. Capital expenditure guidance of ₹125-150 croreCurrent ₹125-150 crore. Reported change: vs ₹136 crore in FY26. for FY27 includes ₹42 crore glassware facility at Bharuch and ₹50 crore borosilicate furnace expansion. Key risksCurrent reported value: Key risks. No comparable prior figure is available in the source record. include persistent Chinese dumping in borosilicate glassware despite anti-dumping investigations, Hydra BIS compliance headwinds, and margin pressure from packaging inflation that hasn't fully subsided.