Borosil · forward-looking guidance across the available source record.
Guidance tracker
Management expects to achieve 18% EBITDA margin in FY27, implying over 20% margin in remaining nine months, driven by price hikes realization and moderating fuel costs. This is baseline guidance excluding West Asia conflict impact.
Capital expenditure planned for Bharuch glassware manufacturing facility (₹42 crore), borosilicate furnace expansion (₹50 crore), solar projects, and maintenance capex including opal glass furnace rebuild.
Phase 3 solar implementation (20MW with BESS) will contribute approximately ₹27-28 crore annual savings at EBITDA level, partially offset by competitive pricing actions.
Two double-wall lines commissioned June 30, 2026; management expects to be in 'much better position' for Diwali stocking, indicating sales recovery in Q3-Q4.
Two of three production lines for vacuum-insulated steel bottles expected to commence commercial production by end of Q4 FY26, third line by Q1 FY27.
Management expects EBITDA margins to reach low 20% as hydro supply normalizes and cost initiatives take effect.
Phase 3 solar plant with battery storage to be commissioned in Q4 FY26, covering 65% of total power requirement.
Planned expansion of glassware capacity by 50% at existing facility, announcement expected in next quarter.