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Borosil Limited Suspends Production at Jaipur Plant Due to LPG Supply Shortage
Borosil Limited has announced a disruption in production at its Jaipur, Rajasthan facilities due to restricted LPG supply from Oil Marketing Companies. The supply crunch is attributed to a force majeure situation arising from geopolitical conflicts in the Middle East. Currently, the Borosilicate Glass Furnace for Pressware has been temporarily suspended, while the Opal Glass Furnaces are operating at reduced capacities. The company is actively coordinating with authorities to restore fuel supply and is currently evaluating the total financial impact of this disruption.
Key Highlights
Temporary suspension of production at the Borosilicate Glass Furnace for Pressware Products in Jaipur.
Opal Glass Furnaces at the Jaipur facility are currently operating at lower capacities.
Disruption caused by force majeure event affecting LPG supply from Oil Marketing Companies (OMCs).
Company is evaluating the quantum of loss and coordinating with government authorities for supply restoration.
💼 Action for Investors
Investors should monitor the duration of this suspension as prolonged fuel shortages will negatively impact quarterly revenue and margins. Watch for follow-up disclosures regarding the quantification of financial losses and the resumption of full capacity.
Borosil to Invest Rs 92 Crore in New Bharuch Plant and Jaipur Capacity Expansion
Borosil Limited has approved a total capital expenditure of Rs 92 crores for two major expansion projects funded through internal accruals. The company will establish a new manufacturing facility in Bharuch, Gujarat, with an investment of Rs 42 crores, expected to start production by December 2026. Additionally, the Jaipur plant's borosilicate glass furnace capacity will be increased from 25 TPD to 32 TPD with a Rs 50 crore investment by January 2028. These moves aim to address high market demand and improve operational efficiency by removing production bottlenecks.
Key Highlights
New manufacturing facility at Bharuch, Gujarat, with an estimated investment of Rs 42 crores.
Expansion of Jaipur plant capacity from 25 TPD to 32 TPD, representing a 28% increase.
Total capital expenditure of Rs 92 crores to be entirely funded via internal accruals.
Bharuch plant commercial production targeted for December 2026; Jaipur expansion for January 2028.
Jaipur expansion includes a 3rd forming line to improve furnace utilization and lower production costs.
💼 Action for Investors
This is a positive development indicating strong demand and a debt-free growth strategy. Investors should monitor the timely execution of the Bharuch facility as it will be the first to contribute to the top line in late 2026.
Borosil Ltd 9M FY26 Revenue Up 9% to ₹912 Cr; Glassware Segment Grows 21%
Borosil Limited reported a steady 9M FY26 performance with consolidated revenue growing 9% YoY to ₹912 crores, driven by a strong 21% growth in the glassware segment. While Operating EBITDA rose 3.4% to ₹145 crores, margins slightly contracted to 16.2% from 17% due to challenges in the non-glassware segment caused by BIS compliance requirements. The company is aggressively addressing supply chain issues by setting up a ₹65 crore domestic manufacturing facility for steel bottles and a ₹75 crore solar plant to reduce power costs. Despite regulatory headwinds in the bottle category, the shift from plastic to glass remains a structural tailwind for the core business.
Key Highlights
Consolidated revenue for 9M FY26 reached ₹912 crores, marking a 9% YoY growth despite an early Diwali impacting Q3 comparability.
Glassware segment outperformed with 21% growth (₹231 crores), benefiting from a consumer shift from plastic to borosilicate glass.
Investing ₹65 crores in a new Rajasthan facility for BIS-compliant steel bottles with a 4 million unit annual capacity.
Commissioning a ₹75 crore, 20 MWp solar plant this month to cover 65% of the company's total power requirements.
Maintains a healthy balance sheet with a net cash position of ₹13 crores and robust operating cash flows of ₹130 crores.
💼 Action for Investors
Investors should monitor the ramp-up of the new Rajasthan facility and the impact of the solar plant on margins in FY27. The stock remains a strong play on the premiumization of Indian kitchens and the structural shift toward glass storage.
Borosil Ltd Q3 FY26 Revenue Flat at ₹338.7 Cr; Glassware Segment Grows 10.8% YoY
Borosil Limited reported a marginal 0.2% YoY increase in revenue to ₹338.7 Cr for Q3 FY26, while 9M FY26 revenue grew by 8.9% to ₹911.8 Cr. Reported EBITDA and PAT saw significant YoY declines of 21.8% and 32.5% respectively, primarily due to a high base effect from a ₹13.5 Cr one-time asset sale profit in Q3 FY25. Segmentally, Glassware and Opalware showed resilience with 10.8% and 6.3% growth, though Non-Glassware declined by 10.9%. The company maintains a strong market position with 84 TPD Opalware capacity and India's first 25 TPD Borosilicate glass facility.
Key Highlights
Q3 FY26 Revenue from operations stood at ₹338.7 Cr, a slight 0.2% increase YoY.
9M FY26 PAT grew by 1.6% to ₹64.1 Cr compared to ₹63.1 Cr in 9M FY25.
Glassware segment revenue increased 10.8% YoY to ₹82.2 Cr in Q3 FY26.
Non-Glassware segment faced a 10.9% YoY decline in Q3 FY26 revenue to ₹132.0 Cr.
Company maintains a healthy balance sheet with a low net debt of ₹12.8 Cr as of December 2025.
💼 Action for Investors
Investors should monitor the recovery in the Non-Glassware segment and the margin benefits from backward integration in Borosilicate glass. The stock remains a long-term play on the premiumization of Indian kitchenware and the shift from plastic to glass.
Borosil Q3 FY26 Net Profit Drops 32.5% YoY to ₹23.95 Cr; Revenue Stagnant at ₹338.7 Cr
Borosil Limited reported a weak set of numbers for Q3 FY26, with consolidated net profit declining 32.5% YoY to ₹23.95 crore. Revenue from operations remained nearly flat at ₹338.75 crore compared to ₹338.10 crore in the previous year's corresponding quarter. Profitability was further dampened by a one-time exceptional expense of ₹4.05 crore related to the implementation of new Labour Codes. While the nine-month revenue shows a growth of 8.8%, the bottom line remains stagnant, indicating significant margin pressure.
Key Highlights
Consolidated Net Profit fell 32.5% YoY to ₹2,395.14 lakhs in Q3 FY26.
Revenue from operations was stagnant at ₹33,874.68 lakhs compared to ₹33,810.29 lakhs YoY.
Recognized a one-time exceptional charge of ₹404.82 lakhs due to new Government Labour Codes.
9M FY26 Revenue grew 8.8% to ₹91,179.65 lakhs, while 9M PAT remained flat at ₹6,407.54 lakhs.
Consolidated Basic EPS for the quarter decreased to ₹2.00 from ₹2.97 in Q3 FY25.
💼 Action for Investors
Investors should exercise caution as the company faces stagnant revenue growth and margin contraction. The stock may face near-term pressure until there is clarity on demand recovery in the consumerware segment.
Borosil Q3 FY26 Net Profit Drops 32.5% YoY to ₹23.95 Cr; Revenue Flat at ₹338.7 Cr
Borosil Limited reported a stagnant revenue performance for Q3 FY26, with consolidated revenue from operations at ₹338.75 crore compared to ₹338.10 crore in the previous year. Consolidated Net Profit witnessed a sharp decline of 32.5% YoY, falling to ₹23.95 crore from ₹35.48 crore, largely due to increased procurement costs and a one-time exceptional charge. The company recognized an exceptional expense of ₹4.05 crore related to the implementation of new Labour Codes. While revenue was flat YoY, the company managed a slight sequential (QoQ) improvement in net profit from ₹22.71 crore in Q2 FY26.
Key Highlights
Consolidated Revenue from Operations remained nearly flat at ₹338.75 crore vs ₹338.10 crore YoY.
Net Profit for the quarter fell 32.5% YoY to ₹23.95 crore, down from ₹35.48 crore.
Recognized a one-time exceptional expense of ₹404.82 lakhs due to the consolidation of Indian Labour Codes.
Purchases of stock-in-trade rose significantly to ₹120.64 crore from ₹89.19 crore in the year-ago period.
Basic EPS for the quarter declined to ₹2.00 from ₹2.97 in Q3 FY25.
💼 Action for Investors
Investors should monitor the impact of rising procurement costs on margins, as stagnant revenue growth coupled with higher expenses has pressured the bottom line. The stock may face short-term pressure following this significant drop in profitability.