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Latest filing: 2026-09-22 13:19
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12 announcements match the current filters (relevance ≥ 5).
Borosil Scientific Approves ₹60 Cr Capex to Expand Glassware Capacity by Over 7x
Borosil Scientific has approved a ₹60 crore capital expenditure to establish an additional glassware manufacturing facility in Bharuch, Gujarat. The expansion will increase specific glassware capacity from ~15 lakh units per annum to ~108 lakh units per annum, a more than sevenfold rise, to meet rising demand from Borosil Limited. The existing capacity is operating at ~87% utilization. Commercial production is slated to begin by March 2027, financed via internal accruals and/or debt, with eligible subsidies to be sought under the Viksit Gujarat Industrial Policy 2026.
Confidence: HIGH
What changedThe Board approved setting up an additional glassware manufacturing plant at Bharuch with a ₹60 crore capex commitment.
Why it mattersWith current utilization at ~87%, this 7x capacity ramp addresses supply constraints and deepens supply arrangements with group entity Borosil Limited, driving future revenue growth.
Estimated Capex: Rs. 60 croresCapex vs Net Worth: ~13.0%Current Capacity: ~ 15 lakhs units per annumProposed Capacity: ~ 108 lakhs units per annumCurrent Utilization: ~ 87%Target Commissioning Date: March 2027
📅 Short termMarket sentiment should view the sizeable capacity expansion and clear customer demand visibility positively over coming trading sessions.
📈 Long termSignificantly scales Borosil Scientific's manufacturing throughput and long-term earnings base post-commissioning in March 2027, backed by potential state industrial policy subsidies.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Client/counterparty concentration risk as the expansion specifically caters to demand from Borosil Limited (BL)
- Project execution and potential delay risks up to March 2027
- Debt addition risk if financing relies heavily on borrowings
Key Highlights
Production capacity expanding from ~15 lakh units/year to ~108 lakh units/year (over 7x increase)
Existing capacity utilization is high at ~87%
Estimated capex of ₹60 crore, representing ~12.5% of TTM revenue (₹478 Cr) and ~13% of net worth (₹462 Cr)
Commercial production targeted to commence by March 2027
👀 What to Watch
Track progress on project execution milestones, construction timelines ahead of the March 2027 target, and details on debt funding impact on the balance sheet.
Borosil Scientific Q1-FY27: Maintains 75% Market Share in Lab Glassware with 4,500+ SKUs
Borosil Scientific (BOROSCI) released its Q1-FY27 investor presentation, confirming its dominant 75% market share in the Indian laboratory glassware segment. The company reported TTM revenue of ₹467 Cr with an operating margin of 13.3%, supported by a diverse portfolio of 4,500+ SKUs. Strategic growth is focused on the 'LabQuest' instrumentation brand and expanding its export reach, which currently spans 90+ countries. Promoter holding remains stable and high at 68.27% as of June 2026.
Confidence: HIGH
What changedThe filing provides a comprehensive operational update for Q1-FY27, detailing the company's segment-wise strategy and updated shareholding structure following its 2024 listing.
Why it mattersIt confirms Borosil's continued dominance in a niche regulated market (pharma/research) where high switching costs provide a competitive moat. The transition from a glassware provider to a full-stack scientific solutions provider is the key long-term narrative.
Market Share (Lab Glassware): 75%TTM Revenue: ₹467 CrPromoter Holding: 68.27%Planned FY26 Capex: ₹40 CrCapex vs TTM Revenue: 8.56%Export Reach: 90+ countries
📅 Short termThe stock may remain range-bound as the presentation reflects steady-state operations without any immediate large-scale order wins or surprises.
📈 Long termStructural growth depends on the successful scaling of the LabQuest brand and pharmaceutical packaging (vials/ampoules), leveraging the company's deep relationships with research and academic institutions.
⚠ Risk flags
- Raw material price volatility (35.8% material cost base)
- Low institutional (FII/DII) ownership at 0.5%
- Potential margin pressure from labor disputes as seen in previous quarters
Key Highlights
Dominates the Indian market with 3 out of every 4 laboratory glassware products bearing the Borosil name.
Maintains a vast product portfolio of 4,500+ SKUs across four manufacturing locations in India.
Export network expanded to 90+ countries, positioning the company to benefit from 'China Plus One' strategies.
Promoter holding stands at 68.27% as of June 30, 2026, with minimal FII/DII participation at 0.5% combined.
Commissioned a 450 kW Solar Rooftop project in February 2025 to enhance energy efficiency and ESG compliance.
👀 What to Watch
Watch for the revenue ramp-up in the 'LabQuest' instrumentation and Process Systems segments, which are higher-value additions to the core glassware business. Monitor the execution of the ₹40 Cr FY26 capex plan to see if it translates into improved asset turnover.
Borosil Scientific Q1 PAT at ₹4.30 Cr; Board Approves ESOP Discount Increase to 20%
Borosil Scientific reported a consolidated revenue of ₹106.75 Cr for Q1 FY27, marking an 11.2% growth over the ₹95.98 Cr reported in Q1 FY26. The company achieved a turnaround in profitability with a PAT of ₹4.30 Cr, compared to a net loss of ₹4.21 Cr in the same period last year, which was heavily impacted by a ₹6.61 Cr exceptional VRS cost. Additionally, the Board approved amending ESOP schemes to allow secondary market share acquisitions via a Trust and increased the maximum option discount from 10% to 20%.
Confidence: HIGH
What changedThe company has transitioned from a loss-making quarter (due to one-off labor costs) to profitability and is shifting its ESOP strategy to include secondary market purchases to avoid equity dilution.
Why it mattersThe results confirm operational recovery and the absence of the labor-related exceptional costs that hampered FY26. The ESOP changes signal a focus on talent retention in a competitive scientific instrumentation market.
Q1 Consolidated Revenue: ₹106.75 CrQ1 Consolidated PAT: ₹4.30 CrScientific Segment Revenue Growth: 5.6%Glassware Segment Revenue Growth: 19.0%ESOP Discount Limit: 20%
📅 Short termThe stock is likely to react positively to the bottom-line turnaround and the normalization of margins following the previous year's labor disputes.
📈 Long termLong-term growth depends on the successful scaling of the 'LabQuest' instrumentation brand and expansion in the high-margin pharmaceutical packaging segment.
⚠ Risk flags
- Moderate revenue growth in the core Scientific segment
- Potential increase in employee benefit expenses due to higher ESOP discounts
Key Highlights
Consolidated Revenue increased 11.2% YoY to ₹106.75 Cr from ₹95.98 Cr.
Turned profitable with a PAT of ₹4.30 Cr vs a loss of ₹4.21 Cr in Q1 FY26.
Scientific segment (Lab Glass & Equipment) revenue grew to ₹66.68 Cr from ₹63.12 Cr YoY.
Glassware segment (Pharma packaging) revenue rose to ₹38.36 Cr from ₹32.24 Cr YoY.
ESOP discount limit increased from 10% to 20% of the market price to enhance employee incentives.
👀 What to Watch
Investors should monitor the margin trajectory of the Glassware segment, which returned to a marginal profit of ₹0.19 Cr from a loss of ₹2.27 Cr YoY. Watch for the upcoming shareholder approval for the ESOP amendments and the execution of the ₹40 Cr FY26 capex plan.
Borosil Scientific Q1 FY27: PAT Turns Positive at ₹4.30 Cr; Revenue Up 11.2% YoY
Borosil Scientific reported a consolidated revenue of ₹106.75 Cr for Q1 FY27, marking an 11.2% growth over ₹95.98 Cr in Q1 FY26. The company returned to profitability with a Net Profit of ₹4.30 Cr, compared to a loss of ₹4.21 Cr in the same period last year, which was weighed down by a ₹6.61 Cr exceptional VRS cost. However, on a sequential basis, revenue declined 25.4% from ₹143.17 Cr in Q4 FY26, suggesting seasonal fluctuations. The board also approved increasing the ESOP discount limit to 20% and allowing secondary market share acquisitions through a Trust route.
Confidence: HIGH
What changedThe company has moved from a loss-making position in the previous year's first quarter to a profitable one, while expanding its ESOP flexibility to include secondary market acquisitions.
Why it mattersThe results confirm a recovery in the core pharmaceutical packaging (Glassware) segment and steady growth in the Scientific Lab equipment business, which is the company's primary margin driver.
Consolidated Revenue (Q1 FY27): ₹106.75 CrConsolidated PAT (Q1 FY27): ₹4.30 CrYoY Revenue Growth: 11.2%Scientific Segment Revenue: ₹66.68 CrQ1 Revenue vs TTM Revenue: 22.85%
📅 Short termThe market is likely to view the YoY turnaround in profitability positively, although the significant sequential (QoQ) revenue drop may lead to some caution.
📈 Long termThe structural shift toward higher-margin lab instrumentation (LabQuest) and increased export focus (currently 15% of revenue) remains the key long-term growth thesis.
⚠ Risk flags
- Significant sequential revenue decline of 25.4% compared to Q4 FY26
- Sensitivity to raw material costs which constitute ~36% of the cost base
Key Highlights
Consolidated Revenue grew 11.2% YoY to ₹106.75 Cr, representing ~23% of TTM revenue.
Net Profit turned positive at ₹4.30 Cr vs a loss of ₹4.21 Cr in Q1 FY26.
Scientific segment (Lab Glass & Equipment) contributed ₹66.68 Cr, or 62.5% of total revenue.
Glassware segment (Pharma packaging) turned a segment profit of ₹0.19 Cr vs a loss of ₹2.27 Cr YoY.
ESOP scheme amended to increase maximum discount from 10% to 20% of the market price.
👀 What to Watch
Monitor the margin trajectory in the Glassware segment to see if the return to segment profitability is sustainable. Watch for updates on the ₹40 Cr FY26 capex execution and its impact on H2 FY27 volumes.
Borosil Scientific Q4FY26 PAT Surges 216% to ₹27.2 Cr; EBITDA Up 87.6% YoY
Borosil Scientific reported a strong Q4FY26 with consolidated revenue rising 10.6% YoY to ₹143.2 crore. Profitability highlights include an 87.6% YoY jump in EBITDA to ₹32.4 crore and a 216.2% surge in PAT to ₹27.2 crore, partly supported by deferred tax recognition. For the full year FY26, the company achieved a PAT of ₹34.6 crore, up 29.4% YoY, despite one-time exceptional costs of ₹8.53 crore. The company maintains a robust balance sheet with a net cash position of ₹128.1 crore.
Key Highlights
Consolidated Q4FY26 Net Sales grew 10.6% YoY to ₹143.2 crore; FY26 sales up 6.6% to ₹467.3 crore
Q4FY26 EBITDA margins expanded significantly to 22.7% from 13.4% in the previous year
Lab Consumables segment grew 13.4% YoY in Q4 to ₹80.0 crore, remaining the primary growth driver
Exceptional items of ₹8.53 crore in FY26 included VRS expenses for the Ambad plant and labor code provisions
Maintained a strong liquidity position with net cash of ₹128.1 crore at the end of FY26
👀 What to Watch
Investors should focus on the company's ability to scale its Lab Equipment and Process Systems segments, which offer higher growth potential. The strong cash position and market leadership in lab glassware provide a solid margin of safety.
Borosil Scientific to Raise ₹250 Crore and Re-appoints CEO Vinayak Patankar
Borosil Scientific Limited has approved a significant fundraising plan of up to ₹250 crores through various instruments like QIP, FPO, or FCCBs to support future growth. The Board also confirmed the re-appointment of Mr. Vinayak Madhukar Patankar as CEO for a three-year term starting December 2026, ensuring leadership continuity. Additionally, the company reported its audited financial results for FY26 with an unmodified audit opinion. A transition in the Company Secretary role was also announced, with Mr. Ramavtar Sharma taking over from Mr. Sanjay Gupta.
Key Highlights
Board approved fundraising of up to ₹250 crores via QIP, FPO, FCCBs, or other permitted methods.
Mr. Vinayak Madhukar Patankar re-appointed as Whole-time Director & CEO for 3 years effective Dec 2, 2026.
Audited financial results for the quarter and year ended March 31, 2026, received an unmodified audit opinion.
Mr. Ramavtar Sharma appointed as Company Secretary and Compliance Officer effective May 21, 2026.
👀 What to Watch
Investors should monitor the details and pricing of the ₹250 crore fundraise as it may lead to equity dilution but provides capital for expansion. The re-appointment of the CEO is a positive sign for management stability.
Borosil Scientific to Raise ₹250 Crore and Re-appoints CEO Vinayak Patankar
Borosil Scientific's board has approved a significant fundraise of up to ₹250 crores through various routes including QIP, FPO, or FCCBs to support future growth. The company also confirmed the re-appointment of Mr. Vinayak Patankar as CEO for a three-year term starting December 2026, ensuring leadership stability. Additionally, the board approved the audited financial results for FY26 with an unmodified audit opinion. A transition in the Company Secretary role was also finalized, with Mr. Ramavtar Sharma succeeding Mr. Sanjay Gupta.
Key Highlights
Board approved raising funds up to ₹250 crores via QIP, FPO, or FCCBs subject to shareholder approval
Mr. Vinayak Patankar re-appointed as Whole-time Director & CEO for 3 years effective December 2, 2026
Audited FY26 financial results approved with an unmodified opinion from statutory auditors Chaturvedi & Shah LLP
Mr. Ramavtar Sharma appointed as Company Secretary and Compliance Officer effective May 21, 2026
👀 What to Watch
Investors should monitor the specific terms and potential equity dilution from the proposed ₹250 crore fundraise. Leadership continuity at the CEO level is a positive signal for the company's long-term strategic execution.
Borosil Scientific Approves ₹250 Crore Fundraise and Re-appoints CEO Vinayak Patankar
Borosil Scientific's board has approved a significant fundraise of up to ₹250 crores through various routes including QIP, FPO, or FCCBs to bolster its financial position. The company also reported its audited financial results for the full year ended March 31, 2026, with an unmodified audit opinion. Leadership stability is reinforced by the re-appointment of Mr. Vinayak Patankar as CEO for a further three-year term. Additionally, the company announced a transition in the Company Secretary role, with Mr. Ramavtar Sharma succeeding Mr. Sanjay Gupta.
Key Highlights
Proposed fundraise of up to ₹250 crores via QIP, FPO, or FCCBs subject to shareholder approval
Re-appointment of Mr. Vinayak Madhukar Patankar as Whole-time Director & CEO for 3 years effective December 2, 2026
Audited financial results for FY26 approved with an unmodified opinion from Chaturvedi & Shah LLP
Appointment of Mr. Ramavtar Sharma as Company Secretary and Compliance Officer effective May 21, 2026
👀 What to Watch
Investors should watch for details regarding the pricing and timing of the ₹250 crore fundraise as it could lead to equity dilution. The re-appointment of the CEO provides management continuity which is a positive signal for long-term strategy execution.
Borosil Scientific Q3FY26 Update: Targets 12-14% Revenue CAGR Amidst One-Time Exceptional Costs
Borosil Scientific Limited (BOROSCI) released its Q3 and 9M FY26 investor presentation, outlining a medium-term growth strategy targeting a 12-14% revenue CAGR. While standalone EBITDA showed growth, consolidated profitability was weighed down by lower sales in the Goel Scientific subsidiary and exceptional expenses totaling approximately ₹8.53 crore. These one-time costs included a ₹6.61 crore Voluntary Retirement Scheme (VRS) settlement and a ₹1.92 crore provision for new labor codes. The company continues to dominate the laboratory glassware market with a 33% share and is pivoting towards higher-margin lab equipment and process sciences.
Key Highlights
Targeting 12-14% Revenue CAGR by expanding LabQuest and Process Sciences verticals.
Recognized ₹8.53 crore in exceptional items related to VRS at the Ambad plant and new labor code provisions.
Process Systems segment impacted by a ₹3.75 crore revenue reversal in Q3FY26 and deferred high-value orders.
Maintains a 33% market share in the ₹490 crore Indian laboratory glassware market.
Pharmaceutical sector remains the largest customer base, contributing 58.27% of revenue.
👀 What to Watch
Investors should monitor the recovery of the Process Systems segment and the stabilization of margins following the one-time restructuring costs. The company's ability to scale its high-margin equipment business will be the primary driver for future valuation re-rating.
Borosil Scientific Q3 FY26 PAT Surges 53% YoY to ₹10.21 Cr; Revenue Up 14%
Borosil Scientific Limited (BOROSCI) reported a strong performance for the quarter ended December 31, 2025, with revenue from operations growing 14.4% YoY to ₹107.12 crore. Net profit (PAT) saw a significant jump of 52.8% YoY to ₹10.21 crore, despite an exceptional charge of ₹1.92 crore related to new labour code provisions. The Scientific Laboratory segment remains the primary profit engine, while the Glassware segment, though still loss-making, showed improvement in its operating performance compared to the previous year. Overall, Profit Before Tax (before exceptional items) grew by 71.8% YoY, indicating strong operational leverage.
Key Highlights
Revenue from operations increased 14.4% YoY to ₹10,712.04 lakhs from ₹9,364.84 lakhs.
Net Profit (PAT) grew 52.8% YoY to ₹1,021.07 lakhs compared to ₹668.42 lakhs in the same quarter last year.
Scientific Laboratory segment revenue rose to ₹7,316.63 lakhs with a healthy segment profit of ₹2,192.64 lakhs.
Glassware segment reported a reduced loss of ₹309.05 lakhs versus a loss of ₹515.83 lakhs YoY.
Recognized an exceptional item of ₹191.51 lakhs during the quarter due to the impact of new Government Labour Codes.
👀 What to Watch
Investors should take note of the robust growth in the core Scientific Laboratory segment which is driving overall profitability. Monitoring the Glassware segment's trajectory toward break-even is recommended as it remains the primary drag on consolidated margins.
Borosil Scientific Q3 FY26 Standalone Net Profit Rises 52.8% YoY to ₹10.21 Crore
Borosil Scientific Limited reported a robust standalone performance for the quarter ended December 31, 2025, with revenue from operations increasing 14.4% YoY to ₹107.12 crore. Net profit for the quarter surged by 52.8% YoY to ₹10.21 crore, up from ₹6.68 crore in the previous year's corresponding quarter. The results were achieved despite an exceptional expense of ₹1.92 crore related to the implementation of new Labour Codes. The Scientific segment continues to be the dominant revenue contributor, showing steady growth.
Key Highlights
Standalone Revenue from Operations grew 14.4% YoY to ₹10,712.04 lakhs.
Standalone Net Profit increased 52.8% YoY to ₹1,021.07 lakhs from ₹668.42 lakhs.
Scientific segment revenue rose to ₹7,316.63 lakhs, contributing approximately 68% of total revenue.
Exceptional charge of ₹191.51 lakhs recorded in Q3 due to the new unified framework of Labour Codes.
Basic and Diluted EPS improved significantly to ₹1.15 from ₹0.75 YoY.
👀 What to Watch
The strong YoY growth in both top-line and bottom-line indicates healthy demand in the scientific equipment space. Investors should maintain a positive outlook while watching for further one-time costs related to labor reforms.
BOROSCI: Credit Ratings Reaffirmed; Long-term facilities at CARE A+; Stable
Borosil Scientific Limited's credit ratings have been reaffirmed by CARE Ratings. The long-term bank facilities, reduced from ₹2.10 crores to ₹0.53 crores, are rated CARE A+; Stable. Long-term/Short-term bank facilities, enhanced from ₹97.90 crores to ₹99.47 crores, are rated CARE A+; Stable / CARE A1+. These ratings indicate CARE's opinion on the company's ability to meet its financial obligations.
Key Highlights
Long-term bank facilities reduced to ₹0.53 crores from ₹2.10 crores
Long-term/Short-term bank facilities enhanced to ₹99.47 crores from ₹97.90 crores
Long-term bank facilities rated CARE A+; Stable
Long-term/Short-term bank facilities rated CARE A+; Stable / CARE A1+
👀 What to Watch
The reaffirmed credit ratings suggest stability in Borosil Scientific's financial position. Investors should monitor the company's performance and any further rating updates from CARE.
