📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-08-31 12:34
453 analysed today
453
Today
133,342
All-time analysed
40,106
Positive
6,279
Negative
79,144
Neutral
7,745
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
15 announcements match the current filters (relevance ≥ 5).
Q1 FY27 PAT Up 35% YoY to ₹16.48 Cr; EBITDA Margin Expands 445 bps to 25.63%
Borana Weaves Limited reported strong performance in Q1 FY27, with revenue from operations growing 24.5% YoY to ₹100.84 Cr and EBITDA surging 50.7% YoY to ₹25.84 Cr. Profit after tax (PAT) grew 35.0% YoY to ₹16.48 Cr, accompanied by an EBITDA margin expansion of 445 bps to 25.63%. The company is executing its Unit 4 expansion (+192 water-jet looms and +3 texturizing machines) targeted for commercial production in December 2026. Additionally, it is integrating a 23.30 MW renewable energy portfolio to lower power costs.
Confidence: HIGH
What changedBorana Weaves published its Q1 FY27 investor presentation highlighting strong operational leverage, margin expansion, and timeline updates for Unit 4 and renewable power additions.
Why it mattersThe company continues to demonstrate high operating leverage in synthetic greige fabric manufacturing, with upcoming loom additions and captive power set to support volume growth and cost efficiency.
Q1 FY27 Revenue: ₹100.84 CrQ1 FY27 EBITDA: ₹25.84 CrQ1 FY27 PAT: ₹16.48 CrEBITDA Margin: 25.63%Unit 4 Looms Addition: 192 loomsRenewable Target: 23.30 MW
📅 Short termPositive sentiment driven by robust 35% PAT growth and 445 bps EBITDA margin expansion in Q1 FY27.
📈 Long termVertical integration from texturizing to weaving, combined with the Unit 4 capacity additions and 23.30 MW renewable power, positions the company for scaled low-cost manufacturing.
⚠ Risk flags
- Execution delays in commissioning Unit 4 looms by December 2026
- Raw material price volatility in POY and synthetic fibers
Key Highlights
Q1 FY27 revenue from operations grew 24.5% YoY to ₹100.84 Cr compared to ₹81.00 Cr in Q1 FY26
EBITDA increased 50.7% YoY to ₹25.84 Cr with EBITDA margins expanding 445 bps to 25.63%
PAT rose 35.0% YoY to ₹16.48 Cr with Basic & Diluted EPS increasing to ₹6.18 from ₹4.55
Unit 4 expansion adding 192 water-jet looms and 3 texturizing machines is targeted for commercial production by December 2026
Targeting ~23.30 MW total renewable capacity (3.55 MW operational rooftop solar plus 19.79 MW hybrid solar/wind planned in 2026)
👀 What to Watch
Track the execution and commissioning timeline of the Unit 4 expansion by December 2026 and monitor margin sustainability as captive renewable power goes live.
Borana Weaves to Expand Unit 4 with 192 Water Jet Looms; Targets Dec 2026 Production
Borana Weaves has approved a significant capacity expansion at its Unit 4, involving the installation of 192 Water Jet (WJ) looms and 3 texturizing machines. This represents a ~27% increase in weaving capacity relative to its existing base of 700+ looms. The project will be funded entirely through internal accruals, with commercial production targeted for December 2026. Additionally, the board approved a remuneration increase for three key directors to Rs 1.5 lakh per month each and re-appointed statutory auditors for a five-year term.
Confidence: HIGH
What changedThe company has finalized the machinery specifications and commercial timeline for its Unit 4 expansion, which was previously identified as a growth driver for technical fabrics.
Why it mattersThis expansion is critical for achieving the company's 33% expected growth rate and diversifying into technical fabrics, leveraging its existing vertical integration and cost leadership in weaving.
New Water Jet Looms: 192 unitsCapacity Increase (Weaving): ~27%Target Production Date: December 2026Director Remuneration (Monthly): Rs 1,50,000TTM Revenue: Rs 176 Cr
📅 Short termThe announcement provides clarity on growth Capex, which is likely to be viewed positively by the market, though immediate financial impact will only be visible post-December 2026.
📈 Long termStructural positive as the company scales its manufacturing moat and enters technical fabrics, potentially re-rating the business if 33% growth targets are met.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk in commissioning 192 looms by the Dec 2026 deadline
- Raw material price volatility (POY/Cotton) affecting the 22% OPM
Key Highlights
Installation of 192 Water Jet (WJ) Looms and 3 Texturizing Machines at Unit 4 approved.
Expansion represents a ~27% increase over the current base of 700+ high-tech looms.
Commercial production for the new capacity is targeted for completion by December 2026.
Project to be funded via internal accruals, maintaining the company's financial leverage profile.
Remuneration for CMD, CFO, and CEO revised to Rs 1,50,000 per month each, subject to shareholder approval.
👀 What to Watch
Monitor the execution timeline of Unit 4 to ensure commercial production commences by December 2026 as planned. Investors should also review the Q1 FY27 financial results for margin stability amid the expansion phase.
192 New Looms: Borana Weaves Announces Unit 4 Expansion and Q1 FY27 Results
Borana Weaves has approved a significant capacity expansion at its Unit 4, involving the installation of 192 Water Jet (WJ) looms and 3 texturizing machines. This project, funded entirely through internal accruals, targets commercial production by December 2026. The board also approved the un-audited financial results for Q1 FY27 and proposed a remuneration increase for three key promoter-directors to ₹1.5 lakh per month each. This expansion aligns with the company's stated strategy to scale its weaving and technical fabric capabilities.
Confidence: HIGH
What changedThe company has committed to a specific capacity expansion plan for Unit 4 and initiated the process for promoter remuneration revisions and auditor re-appointments.
Why it mattersThe addition of 192 looms is a material capacity increase (~27%) that supports the company's 33% growth target and strengthens its vertical integration in the textile segment.
New Looms to be installed: 192 Water Jet LoomsNew Texturizing Machines: 3 unitsEstimated Capacity Increase: ~27% of existing 700+ loomsProposed Monthly Remuneration: ₹1,50,000 per directorTarget Production Date: December 2026
📅 Short termThe market is likely to react positively to the growth-oriented expansion news, though immediate focus will be on the specific Q1 FY27 earnings figures.
📈 Long termThe expansion at Unit 4 is structurally significant, potentially driving revenue growth in FY27-28 as the new looms and texturizing machines come online.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk regarding the December 2026 commissioning timeline
- Raw material price volatility (COGS is 61.2% of revenue)
Key Highlights
Installation of 192 Water Jet (WJ) Looms and 3 Texturizing Machines at Unit 4 approved.
Commercial production for the new capacity is targeted for completion by December 2026.
Expansion represents a ~27% increase in loom count over the existing base of 700+ looms.
Proposed remuneration increase for CMD, CFO, and CEO to ₹1,50,000 per month each, subject to AGM approval.
6th Annual General Meeting (AGM) scheduled for September 29, 2026.
👀 What to Watch
Investors should monitor the execution timeline of the Unit 4 expansion toward the December 2026 target and review the detailed Q1 FY27 financial results for margin performance.
Borana Weaves Receives Approval for PLI Scheme for Textiles (Round 3)
Borana Weaves Limited has received official approval from the Ministry of Textiles to participate in the Production Linked Incentive (PLI) Scheme for Textiles - Round 3. This approval aligns with the company's ongoing expansion, specifically the INR 71.35 Cr investment in Unit 4 dedicated to technical fabrics. The investment represents approximately 40.5% of the company's TTM revenue of Rs 176 Cr, indicating a significant scale-up. Participation in the PLI scheme typically provides financial incentives on incremental sales, which could further bolster the company's current operating margins of 22.0%.
Confidence: HIGH
What changedBorana Weaves has transitioned from a planned expansion to an officially recognized participant in the government's PLI scheme, qualifying it for fiscal incentives.
Why it mattersThe PLI approval provides a margin-enhancing tailwind for the company's largest ongoing capex (Unit 4), reducing the payback period for the Rs 71.35 Cr investment and improving competitiveness in the technical fabrics segment.
Unit 4 Investment: Rs 71.35 CrInvestment vs TTM Revenue: ~40.5%TTM Revenue: Rs 176 CrOperating Profit Margin: 22.0%Approval Date: July 2, 2026
📅 Short termThe announcement is likely to be viewed positively by the market as it validates the company's expansion strategy and provides a clear path to government-backed incentives.
📈 Long termIf executed successfully, the PLI benefits combined with the Unit 4 capacity could structurally elevate the company's profitability and market share in the high-value technical fabrics segment.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk of the Unit 4 commissioning
- Dependency on meeting specific incremental production and turnover thresholds to claim incentives
Key Highlights
Inducted as a participant company under the PLI Scheme for Textiles - Round 3 by the Ministry of Textiles.
Approval supports the planned INR 71.35 Cr investment in Unit 4 for technical fabrics.
Unit 4 investment magnitude is approximately 40.5% of the TTM revenue of Rs 176 Cr.
Company currently operates 3 units in Surat with 700+ high-tech water jet looms.
Strategic shift towards technical fabrics and automated weaving to drive 33% expected growth.
👀 What to Watch
Investors should monitor the commissioning timeline of Unit 4 and the specific incremental turnover targets required to trigger PLI incentive disbursements in future quarterly results.
Borana Weaves Delays 9.9 MW Hybrid Power Project Commissioning to August 2026
Borana Weaves Limited has reported a delay in the commissioning of its 9.9 MW Hybrid Power Project located in Kalikanagar, Gujarat. The project, which was originally slated for completion by May 31, 2026, is now tentatively expected to be commissioned by the end of August 2026. The developer, Clean Max Enviro Energy Solutions Limited, attributed the delay to external factors including high wind speeds, fuel shortages at the site, and difficulties in obtaining necessary power line shutdowns from GETCO/PGVCL. This three-month delay will likely defer the anticipated energy cost savings for the company.
Key Highlights
Commissioning of the 9.9 MW Hybrid Power Project delayed from May 31, 2026, to late August 2026.
Project developer Clean Max Enviro Energy Solutions Limited cited high wind speeds and fuel shortages as primary causes.
Technical delays in obtaining shutdowns for 33KV transmission line work from GETCO/PGVCL also contributed to the setback.
The project is being developed at Kalikanagar, Gujarat, to support the company's power requirements.
👀 What to Watch
Investors should monitor for any further delays beyond August 2026 and evaluate the impact of deferred energy savings on the company's operating margins for the upcoming quarters.
Borana Weaves Clarifies FY26 Results; Net Profit Before Tax Rises 60% to ₹64.65 Crore
Borana Weaves Limited has addressed deficiencies flagged by the NSE regarding its FY26 financial results, providing the missing auditor's report and correcting the reporting format. The revised financials show a robust performance, with net profit before tax increasing to ₹6,464.61 lakhs from ₹4,020.25 lakhs in the previous year. The company's balance sheet expanded significantly, with total assets rising to ₹36,636.86 lakhs, supported by ₹12,988.51 lakhs in securities premium from IPO proceeds. The statutory auditors have issued an unmodified opinion on the standalone financial statements.
Key Highlights
Net profit before tax grew by 60.8% YoY to ₹6,464.61 lakhs for the financial year ended March 31, 2026.
Total assets more than doubled to ₹36,636.86 lakhs compared to ₹15,594.54 lakhs in the previous year.
The company successfully raised capital via an IPO, reflected in a ₹12,988.51 lakh increase in securities premium.
Investment in Property, Plant, and Equipment surged to ₹14,648.93 lakhs from ₹6,636.07 lakhs.
The company rectified administrative oversights including the missing auditor's report and incorrect filing format as per SEBI LODR Regulations.
👀 What to Watch
Investors should focus on the strong underlying financial growth and asset expansion following the IPO, while keeping a watch on the company's internal controls to ensure future regulatory compliance.
Borana Weaves Q4 FY26 PAT Jumps 58% YoY to ₹17.21 Cr; Revenue Up 28%
Borana Weaves reported a strong performance for Q4 FY26, with revenue growing 28% YoY to ₹100.73 crore. The company's profitability saw a significant boost as PAT increased by 58% YoY to ₹17.21 crore, supported by an expansion in EBITDA margins to 25.43%. Capacity utilization remained healthy at approximately 81% for the full year, driven by the operationalization of Unit 4. The core greige fabric segment continues to dominate, contributing 92% of the total revenue.
Key Highlights
Q4 FY26 Revenue increased 28% YoY to ₹100.73 crore compared to ₹78.70 crore in Q4 FY25
Net Profit (PAT) surged 58% YoY to ₹17.21 crore with PAT margins improving to 17.08%
EBITDA margins expanded significantly to 25.43% in Q4 FY26 from 21.74% in the previous year
Total installed capacity stands at 39.21 crore meters with an average utilization of 80.93% for FY26
Greige fabric remains the primary revenue driver, accounting for 92% of the FY26 revenue mix
👀 What to Watch
Investors should monitor the company's ability to maintain high margins as it scales its new Unit 4 capacity. The stock shows strong growth momentum, though sequential revenue dips in Q4 versus Q3 warrant a watch on seasonal demand patterns.
Borana Weaves FY26 Net Profit Jumps 60.7% to ₹64.61 Cr; Revenue Up 34.7%
Borana Weaves reported a robust financial performance for the fiscal year ended March 31, 2026, with annual revenue growing 34.7% to ₹388.59 crore. Net profit for the year surged by 60.7% to reach ₹64.61 crore, reflecting strong operational performance and margin expansion. The company's balance sheet indicates significant expansion, with Property, Plant, and Equipment more than doubling and substantial Capital Work-in-Progress of ₹80.93 crore. The board also strengthened governance by appointing M/s. Vora Vora & Associates as Internal Auditors.
Key Highlights
Annual Revenue from Operations increased 34.7% YoY to ₹38,859.30 lakhs.
Net Profit for FY26 grew by 60.7% to ₹6,461.10 lakhs compared to ₹4,020.25 lakhs in FY25.
Property, Plant, and Equipment increased significantly to ₹14,648.93 lakhs from ₹6,636.07 lakhs YoY.
Earnings Per Share (EPS) for the full year improved to ₹24.25 from ₹20.18.
Capital Work-in-Progress stands at ₹8,093.62 lakhs, indicating ongoing capacity expansion.
👀 What to Watch
The significant jump in profitability and massive capital expenditure suggest the company is in a high-growth phase; investors should monitor the commissioning of new capacities and their impact on future margins.
SEBI Conducts Search at Borana Weaves' Promoter Group Entity R & B Denims
SEBI initiated search proceedings under Section 11C (9) of the SEBI Act at the premises of R & B Denims Limited, a promoter group entity of Borana Weaves, on April 22-23, 2026. The search also included the private premises of certain promoters and the Chief Financial Officer of the promoter entity. While Borana Weaves clarified that its own registered office was not searched, the specific nature of the alleged violations remains undisclosed. The company currently maintains that there is no material impact on its financial or business operations.
Key Highlights
Search conducted by SEBI under Section 11C (9) of the SEBI Act, 1992, targeting promoter group entities.
Proceedings lasted approximately 2 days, concluding at 06:00 PM on April 23, 2026.
Search targeted R & B Denims Limited, its promoters, and its CFO, rather than Borana Weaves' registered office.
Specific details regarding the violations or contraventions have not yet been informed by the authority.
Company claims no current material impact on financials or operations despite the regulatory action.
👀 What to Watch
Investors should remain cautious as regulatory investigations into promoter groups often raise corporate governance concerns. It is advisable to wait for further clarity on the nature of the SEBI investigation before making new commitments.
Borana Weaves Commissions 3.545 MW Solar Project & Operationalizes 160 High-Speed Looms
Borana Weaves has successfully commissioned a 3.545 MW rooftop solar power project ahead of schedule to reduce energy costs and improve operating margins. Simultaneously, the company has fully operationalized 160 high-speed Water Jet looms at its Unit 4B, scaling up from the previous 64 looms. This expansion brings the company's total capacity to 1,208 fully operational looms across four manufacturing units. These developments are expected to drive significant revenue growth and enhance cost competitiveness through higher production volumes and renewable energy integration.
Key Highlights
Successfully commissioned 3.545 MW rooftop solar power project to optimize power costs and improve margins.
Fully operationalized 160 high-speed Water Jet looms at Unit 4B, up from the initial 64 looms.
Total manufacturing capacity reached 1,208 fully operational water jet looms across 4 units.
Expansion is expected to increase output capacity, improve asset utilization, and enable faster order execution.
👀 What to Watch
Investors should monitor the impact on operating margins in upcoming quarterly results as the benefits of lower power costs and increased capacity utilization materialize. The stock remains a positive watch for growth-oriented portfolios given the successful capacity scale-up.
Borana Weaves Q3 FY26 PAT Jumps 63% YoY; Plans to Double Capacity in Two Years
Borana Weaves reported a strong Q3 FY26 with revenue growing 42% YoY to ₹111.36 crores and PAT increasing 63% to ₹18.55 crores. The company is aggressively expanding, adding 160 high-speed waterjet looms with a ₹35 crore capex to generate ₹60-75 crores in incremental annual revenue. A significant shift to renewable energy is underway, aiming to cover 70-80% of power needs by May 2026, which is expected to boost margins. Management has also outlined a strategic goal to double total capacity within the next two years.
Key Highlights
Q3 FY26 Revenue grew 42% YoY to ₹111.36 crores with EBITDA margins improving to 24.32%
9M FY26 PAT reached ₹47.40 crores, a 62% YoY increase, driven by higher capacity utilization
Investing ₹35 crores in 160 new looms to add 5 crore metres of annual capacity and ₹60-75 crores in revenue
Transitioning to 70-80% renewable energy by May 2026 through 23.33 MW of solar and wind projects
Company remains net debt-free with a focus on doubling capacity over the next two years
👀 What to Watch
Investors should monitor the timely commissioning of the hybrid power project in May 2026 as it will be a key driver for margin expansion. The company's aggressive expansion and net debt-free status make it a strong growth play in the synthetic textile segment.
Borana Weaves Q3 FY26 PAT Surges 63% to ₹18.55 Cr; Revenue Up 42% YoY
Borana Weaves reported a robust Q3 FY26 performance with revenue growing 42% YoY to ₹111.36 crore, driven by high capacity utilization. Profitability significantly outpaced revenue growth, with PAT jumping 63% to ₹18.55 crore as margins expanded by 214 basis points to 16.65%. The company is executing a strategic roadmap to double its manufacturing capacity over the next two years. Additionally, a transition to renewable energy for 70-80% of power requirements is underway to enhance cost efficiency and sustainability.
Key Highlights
Q3 FY26 Revenue increased 42% YoY to ₹111.36 crore compared to ₹78.40 crore in Q3 FY25.
PAT for the quarter grew by 63% YoY to ₹18.55 crore with PAT margins improving to 16.65%.
EBITDA rose 51% YoY to ₹27.09 crore, with margins expanding to 24.32% due to operating leverage.
9M FY26 PAT stands at ₹47.40 crore, a 62% increase over the previous year's nine-month period.
Company aims to double capacity within two years and transition 70-80% of power to renewable sources.
👀 What to Watch
Investors should view these results positively as they demonstrate strong operational leverage and aggressive growth targets. Monitor the timely commissioning of new water jet looms and the impact of renewable energy projects on long-term margins.
Borana Weaves Q3 FY26 Revenue Grows 42% YoY to ₹111.4 Cr; EBITDA Margins Rise to 24.3%
Borana Weaves Limited reported a robust performance for Q3 FY26, with revenue from operations increasing 42% YoY to ₹111.36 crore. EBITDA saw a significant jump of 51% YoY to ₹27.09 crore, reflecting strong operating leverage as margins expanded to 24.3%. The company is currently scaling its Unit 4B, where 64 out of 160 proposed high-speed water jet looms are now operational. Management has set an ambitious target to double capacity over the next two years while transitioning up to 80% of power requirements to renewable energy to optimize costs.
Key Highlights
Revenue from operations grew 42% YoY to ₹111.36 crore in Q3 FY26 compared to ₹78.40 crore in Q3 FY25.
EBITDA increased 51% YoY to ₹27.09 crore, with EBITDA margins expanding to 24.3%.
Unit 4B is partially commissioned with 64 water jet looms operational; the remaining 96 looms are in transit.
Greige fabric remains the dominant business segment, contributing 91% of total revenue in 9M FY26.
Company plans to transition 70-80% of power requirements to solar and hybrid renewable energy projects.
👀 What to Watch
Investors should focus on the execution of the remaining capacity expansion in Unit 4B and the potential margin improvement from the shift to renewable energy. The company's strong revenue growth and high capacity utilization (averaging ~81% in FY25) suggest a positive growth trajectory.
Borana Weaves Q3 Net Profit Rises 12% QoQ to ₹18.69 Cr; Commences New Loom Production
Borana Weaves Limited reported a strong Q3 FY26 with revenue from operations reaching ₹112.86 crore, an 18% increase over the previous quarter. Net profit grew to ₹18.69 crore, supported by the commencement of 64 new Water Jet looms at Unit 4B as part of a larger 160-loom expansion. The company is aggressively pursuing cost optimization through 23.3 MW of new solar and wind hybrid power projects. To fund these initiatives and scale operations, the board has approved ₹40 crore in new term loans and a ₹20 crore enhancement in working capital limits.
Key Highlights
Revenue from operations grew 18.2% QoQ to ₹11,286.47 lakhs in Q3 FY26.
Net Profit (PAT) for the quarter stood at ₹1,868.79 lakhs compared to ₹1,664.14 lakhs in Q2 FY26.
Commenced production of 64 Water Jet looms on January 20, 2026, with 96 more in transit.
Awarded contracts for a 19.79 MW Solar-Wind Hybrid project and a 3.545 MW Rooftop Solar project.
Approved ₹40 crore term loan for energy projects and increased working capital limits to ₹45.50 crore.
👀 What to Watch
Investors should view the simultaneous growth in revenue and capacity expansion as a strong positive signal. Monitor the timely commissioning of the remaining 96 looms and the impact of the new renewable energy projects on long-term operating margins.
Borana Weaves Announces ₹1 Crore Strategic Investment in Attero Recycling
Borana Weaves Limited has approved a strategic cash investment of ₹1 crore in Attero Recycling Private Limited. Attero is a specialized player in the E-waste and Lithium-ion Battery recycling industry, representing a diversification for Borana. The board approved the transaction on January 3, 2026, and it is confirmed as a non-related party transaction. The final shareholding percentage will be determined upon the completion of the investment process.
Key Highlights
Strategic investment of ₹1,00,00,000 (₹1 Crore) in Attero Recycling Private Limited.
Target company operates in the high-growth E-waste and Lithium-ion Battery recycling sector.
The investment is a cash transaction with no promoter or promoter group interest.
The board meeting concluded on January 3, 2026, with immediate approval for the deal.
👀 What to Watch
Investors should monitor how this strategic entry into the recycling sector complements Borana's core business. Evaluate the equity stake once finalized to understand the valuation at which the investment was made.
