View ValuationBorosil 향후 성장Future 기준 점검 3/6Borosil은 연간 수입과 매출이 각각 22.2%와 10.5% 증가할 것으로 예상되고 EPS는 연간 22.3%만큼 증가할 것으로 예상됩니다.핵심 정보22.2%이익 성장률22.33%EPS 성장률Consumer Durables 이익 성장22.3%매출 성장률10.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트20 Aug 2026최근 향후 성장 업데이트Price Target Changed • Feb 09Price target decreased by 10% to ₹343Down from ₹383, the current price target is an average from 2 analysts. New target price is 38% above last closing price of ₹248. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₹6.65 for next year compared to ₹6.28 last year.Price Target Changed • May 12Price target decreased by 10% to ₹420Down from ₹468, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹330. Stock is down 4.9% over the past year. The company is forecast to post earnings per share of ₹6.10 for next year compared to ₹5.75 last year.모든 업데이트 보기Recent updatesReported Earnings • Aug 16First quarter 2027 earnings released: EPS: ₹1.07 (vs ₹1.46 in 1Q 2026)First quarter 2027 results: EPS: ₹1.07 (down from ₹1.46 in 1Q 2026). Revenue: ₹2.60b (up 12% from 1Q 2026). Net income: ₹128.0m (down 27% from 1Q 2026). Profit margin: 4.9% (down from 7.5% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공고 • Aug 07Borosil Limited to Report Q1, 2027 Results on Aug 14, 2026Borosil Limited announced that they will report Q1, 2027 results on Aug 14, 2026Reported Earnings • May 21Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.24. Revenue: ₹12.3b (up 11% from FY 2025). Net income: ₹746.6m (flat on FY 2025). Profit margin: 6.1% (down from 6.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Consumer Durables industry in India.공고 • May 12Borosil Limited to Report Q4, 2026 Results on May 19, 2026Borosil Limited announced that they will report Q4, 2026 results at 9:08 AM, Indian Standard Time on May 19, 2026Price Target Changed • Feb 09Price target decreased by 10% to ₹343Down from ₹383, the current price target is an average from 2 analysts. New target price is 38% above last closing price of ₹248. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₹6.65 for next year compared to ₹6.28 last year.Reported Earnings • Feb 06Third quarter 2026 earnings released: EPS: ₹2.00 (vs ₹2.97 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.00 (down from ₹2.97 in 3Q 2025). Revenue: ₹3.39b (flat on 3Q 2025). Net income: ₹239.5m (down 33% from 3Q 2025). Profit margin: 7.1% (down from 11% in 3Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.공고 • Jan 30Borosil Limited to Report Q3, 2026 Results on Feb 05, 2026Borosil Limited announced that they will report Q3, 2026 results on Feb 05, 2026Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ₹1.90 (vs ₹1.53 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.90 (up from ₹1.53 in 2Q 2025). Revenue: ₹3.46b (up 26% from 2Q 2025). Net income: ₹227.1m (up 24% from 2Q 2025). Profit margin: 6.6% (down from 6.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.공고 • Oct 31Borosil Limited to Report Q2, 2026 Results on Nov 07, 2025Borosil Limited announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹1.46 (vs ₹0.81 in 1Q 2025)First quarter 2026 results: EPS: ₹1.46 (up from ₹0.81 in 1Q 2025). Revenue: ₹2.43b (up 12% from 1Q 2025). Net income: ₹174.1m (up 87% from 1Q 2025). Profit margin: 7.2% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공고 • Aug 09Borosil Limited to Report Q1, 2026 Results on Aug 14, 2025Borosil Limited announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • Jul 08Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹6.28 (up from ₹5.75 in FY 2024). Revenue: ₹11.1b (up 17% from FY 2024). Net income: ₹742.3m (up 13% from FY 2024). Profit margin: 6.7% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공고 • Jul 03Borosil Limited, Annual General Meeting, Jul 29, 2025Borosil Limited, Annual General Meeting, Jul 29, 2025, at 14:00 Indian Standard Time.Reported Earnings • May 20Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹6.28 (up from ₹5.75 in FY 2024). Revenue: ₹11.3b (up 20% from FY 2024). Net income: ₹742.3m (up 13% from FY 2024). Profit margin: 6.5% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공고 • May 14Borosil Limited to Report Q4, 2025 Results on May 19, 2025Borosil Limited announced that they will report Q4, 2025 results on May 19, 2025Price Target Changed • May 12Price target decreased by 10% to ₹420Down from ₹468, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹330. Stock is down 4.9% over the past year. The company is forecast to post earnings per share of ₹6.10 for next year compared to ₹5.75 last year.공고 • Apr 02Borosil Limited Appoints Suresh Savaliya as Company Secretary and Compliance Officer, with Effect from April 2, 2025The board of directors of Borosil Limited at its meeting held on April 2, 2025, Appointment of Mr. Suresh Savaliya as the Company Secretary and Compliance Officer (Key Managerial Personnel and Senior Management Personnel) of the Company with effect from April 2, 2025. Mr. Suresh is a Company Secretary and a member of ICSI. He is a law graduate (LLB) and Master of Laws (LLM) from Gujrat University. He has done MBA in corporate finance from National Institute of Business Management. He is also a Diploma holder in Cyber Laws from Asian School of Law. He has successfully completed a course on Advanced Corporate Strategy from IIM Bangalore. He has achieved the prestigious ICSI Award of The Governance Professional of the Year in 2021. He is recognized as one of the Top 10 Chief Legal Officers in 2021. Mr. Suresh has over 22 years of versatile experience in the arena of corporate laws, SEBI Laws, statutory compliance, legal and watch over overseas subsidiaries and foreign laws. He handled various projects including IPO, QIP, mergers, domestic and overseas acquisitions, FDI, right issue, bonus issue, open offer, domestic and overseas listing. During his career, he has worked with various listed corporates including General Insurance Corporation of India, EPL, Reliance Industries, Kalpataru Group and others.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹355, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 37x in the Consumer Durables industry in India. Total returns to shareholders of 40% over the past three years.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹340, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 38x in the Consumer Durables industry in India. Total returns to shareholders of 27% over the past three years.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: ₹2.97 (vs ₹3.26 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.97 (down from ₹3.26 in 3Q 2024). Revenue: ₹3.54b (up 17% from 3Q 2024). Net income: ₹354.8m (down 4.9% from 3Q 2024). Profit margin: 10.0% (down from 12% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공고 • Feb 07Borosil Limited Announces Resignation of Anshu Agarwal, Company Secretary and Compliance Officer, Effective February 28, 2025Borosil Limited announced that Ms. Anshu Agarwal, Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company, has submitted her resignation to pursue an alternate career opportunity, which has been accepted by the Board. She will be relieved from her duties with effect from the close of business hours on February 28, 2025. Consequently, with effect from the close of business hours on February 28, 2025, Ms. Anshu Agarwal will also cease to be the Senior Management Personnel of the Company in terms of the Listing Regulations. She will also cease to be the designated person authorized to make disclosures to the stock exchanges under Regulation 30 of the Listing Regulations with effect from the said date.공고 • Jan 31Borosil Limited to Report Q3, 2025 Results on Feb 07, 2025Borosil Limited announced that they will report Q3, 2025 results on Feb 07, 2025공고 • Jan 29Borosil Limited Approves Appointment of Adarsh Menon as an Independent DirectorBorosil Limited approved appointment of Mr. Adarsh Menon as an Independent Director of the Company, through postal ballot process.Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: ₹1.53 (vs ₹2.75 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.53 (down from ₹2.75 in 2Q 2024). Revenue: ₹2.83b (down 9.2% from 2Q 2024). Net income: ₹183.2m (down 25% from 2Q 2024). Profit margin: 6.5% (down from 7.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공고 • Nov 09Borosil Limited to Report Q2, 2025 Results on Nov 13, 2024Borosil Limited announced that they will report Q2, 2025 results on Nov 13, 2024공고 • Sep 04Borosil Limited, Annual General Meeting, Sep 24, 2024Borosil Limited, Annual General Meeting, Sep 24, 2024, at 11:00 Indian Standard Time.Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: ₹0.81 (vs ₹0.63 in 1Q 2024)First quarter 2025 results: EPS: ₹0.81 (up from ₹0.63 in 1Q 2024). Revenue: ₹2.25b (down 10% from 1Q 2024). Net income: ₹92.9m (up 29% from 1Q 2024). Profit margin: 4.1% (up from 2.9% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.공고 • Aug 08Borosil Limited to Report Q1, 2025 Results on Aug 14, 2024Borosil Limited announced that they will report Q1, 2025 results on Aug 14, 2024Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹387, the stock trades at a forward P/E ratio of 72x. Average forward P/E is 51x in the Consumer Durables industry in India. Total returns to shareholders of 68% over the past three years.Buy Or Sell Opportunity • Jul 04Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 3.0% to ₹382. The fair value is estimated to be ₹302, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.Reported Earnings • Jun 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹5.75 (up from ₹4.54 in FY 2023). Revenue: ₹9.43b (up 27% from FY 2023). Net income: ₹658.7m (up 27% from FY 2023). Profit margin: 7.0% (in line with FY 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.Reported Earnings • May 23Full year 2024 earnings released: EPS: ₹2.65 (vs ₹7.86 in FY 2023)Full year 2024 results: EPS: ₹2.65 (down from ₹7.86 in FY 2023). Revenue: ₹4.00b (down 61% from FY 2023). Net income: ₹235.6m (down 74% from FY 2023). Profit margin: 5.9% (down from 8.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 47% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 19Borosil Limited to Report Q4, 2024 Results on May 24, 2024Borosil Limited announced that they will report Q4, 2024 results on May 24, 2024Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹3.26 (vs ₹2.04 in 3Q 2023)Third quarter 2024 results: EPS: ₹3.26 (up from ₹2.04 in 3Q 2023). Revenue: ₹3.10b (up 11% from 3Q 2023). Net income: ₹373.0m (up 60% from 3Q 2023). Profit margin: 12% (up from 8.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.공고 • Feb 07Borosil Limited to Report Q3, 2024 Results on Feb 13, 2024Borosil Limited announced that they will report Q3, 2024 results on Feb 13, 2024Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹354, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 46x in the Consumer Durables industry in India. Total returns to shareholders of 116% over the past three years.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹2.12 (vs ₹2.20 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.12 (down from ₹2.20 in 2Q 2023). Revenue: ₹3.16b (up 16% from 2Q 2023). Net income: ₹242.7m (down 3.6% from 2Q 2023). Profit margin: 7.7% (down from 9.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 40% per year.공고 • Oct 17Borosil Limited Appoints Sweta Kochar as Chief Human Resource OfficerBorosil Limited announced that Ms. Sweta Kochar has been appointed as a Chief Human Resource Officer of the Company with effect from October 16, 2023. Brief profile of Ms. Sweta Kochar is as under: Ms. Sweta has over 24 years of rich HR experience across large and geographically diverse organisations. She commenced her professional journey as a management trainee in Tata Steel Limited, which was followed by array of roles for over 16 years across employee relations, talent management, learning & capability development, HR operations. Thereafter, she was associated with Uttam Galva Steels as a CHRO /Executive Director where she managed varied roles with focus on leadership development, performance management & HR digitisation. Ms. Kochar has done PGD in Business Management with specialization in Human Resources, Industrial Relations & Marketing and has also done BA (Hons) in Geography. Besides this, she is a certified life coach and has earned various professional accolades. She has expertise in navigating complex challenges, driving organisational transformations, articulating strategic direction, collaborating with stakeholders and enabling execution.New Risk • Aug 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.3% net profit margin).Reported Earnings • Aug 15First quarter 2024 earnings released: EPS: ₹0.63 (vs ₹1.69 in 1Q 2023)First quarter 2024 results: EPS: ₹0.63 (down from ₹1.69 in 1Q 2023). Revenue: ₹2.53b (up 17% from 1Q 2023). Net income: ₹72.3m (down 63% from 1Q 2023). Profit margin: 2.9% (down from 8.9% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.공고 • Aug 08Borosil Limited to Report Q1, 2024 Results on Aug 14, 2023Borosil Limited announced that they will report Q1, 2024 results on Aug 14, 2023공고 • Aug 05Borosil Limited Announces the Resignation of Mr. Prashant Deshpande as Group Head - HrBorosil Limited announced the resignation of Mr. Prashant Deshpande as Group Head - HR, effective August 04, 2023.공고 • Jun 30Borosil Limited, Annual General Meeting, Jul 25, 2023Borosil Limited, Annual General Meeting, Jul 25, 2023, at 14:00 Indian Standard Time.Reported Earnings • May 23Full year 2023 earnings released: EPS: ₹7.86 (vs ₹7.34 in FY 2022)Full year 2023 results: EPS: ₹7.86 (up from ₹7.34 in FY 2022). Revenue: ₹10.5b (up 25% from FY 2022). Net income: ₹898.5m (up 7.3% from FY 2022). Profit margin: 8.5% (down from 10.0% in FY 2022). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹373, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 36x in the Consumer Durables industry in India. Negligible returns to shareholders over past year.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹2.04 (vs ₹2.18 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.04 (down from ₹2.18 in 3Q 2022). Revenue: ₹2.81b (up 7.9% from 3Q 2022). Net income: ₹233.3m (down 6.1% from 3Q 2022). Profit margin: 8.3% (down from 9.5% in 3Q 2022). The decrease in margin was driven by higher expenses.공고 • Jan 27Borosil Limited to Report Q3, 2023 Results on Feb 03, 2023Borosil Limited announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Naveen Kshatriya was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Nov 05Borosil Limited to Report Q2, 2023 Results on Nov 11, 2022Borosil Limited announced that they will report Q2, 2023 results on Nov 11, 2022공고 • Aug 17Borosil Limited Announces Shifting of Operations of Factory Situated At Tarapur, Boisar, Palghar Dist., MaharashtraBorosil Limited announced that Company's factory at Tarapur is engaged in manufacturing products pertaining to the Scientific and Industrial Products business. To have better integration and operational efficiencies, the Company is shifting the entire operations of Tarapur factory to its other factory situated in Bharuch, Gujarat, which is also involved in manufacturing products similar to the products manufactured in Tarapur. The process of shifting is likely to be completed in the next 2 to 3 weeks. As it is merely shifting of operations from one location to another, there will be no impact on the turnover and net worth of the Company.Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: ₹1.69 (vs ₹0.21 loss in 1Q 2022)First quarter 2023 results: EPS: ₹1.69 (up from ₹0.21 loss in 1Q 2022). Revenue: ₹2.18b (up 58% from 1Q 2022). Net income: ₹192.5m (up ₹216.2m from 1Q 2022). Profit margin: 8.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue.공고 • Aug 03Borosil Limited to Report Q1, 2023 Results on Aug 08, 2022Borosil Limited announced that they will report Q1, 2023 results on Aug 08, 2022Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹325, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 38x in the Consumer Durables industry in India. Total returns to shareholders of 42% over the past year.Reported Earnings • Jun 23Full year 2022 earnings released: EPS: ₹7.34 (vs ₹3.69 in FY 2021)Full year 2022 results: EPS: ₹7.34 (up from ₹3.69 in FY 2021). Revenue: ₹8.40b (up 43% from FY 2021). Net income: ₹837.3m (up 99% from FY 2021). Profit margin: 10.0% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue.공고 • Jun 22Borosil Limited, Annual General Meeting, Jul 13, 2022Borosil Limited, Annual General Meeting, Jul 13, 2022, at 15:00 Indian Standard Time. Agenda: To consider and adopt the audited standalone financial statements of the company for the financial year ended March 31, 2022, the reports of the board of directors and statutory auditor thereon; to consider and adopt the audited consolidated financial statements of the company for the financial year ended March 31, 2022 and report of statutory auditor thereon; and to approve re-appointment of Mr. Rajesh Kumar Chaudhary, who retires by rotation and being eligible, offers himself for re-appointment; to approve revision in terms of remuneration of Mr. Shreevar Kheruka, Managing Director and Chief Executive Officer and Key Managerial Personnel of the company; and to consider other matters.Reported Earnings • May 11Full year 2022 earnings released: EPS: ₹7.34 (vs ₹3.69 in FY 2021)Full year 2022 results: EPS: ₹7.34 (up from ₹3.69 in FY 2021). Revenue: ₹8.64b (up 48% from FY 2021). Net income: ₹837.3m (up 99% from FY 2021). Profit margin: 9.7% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Naveen Kshatriya was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹2.18 (up from ₹1.91 in 3Q 2021). Revenue: ₹2.68b (up 31% from 3Q 2021). Net income: ₹248.3m (up 14% from 3Q 2021). Profit margin: 9.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹368, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 35x in the Consumer Durables industry in India. Total returns to shareholders of 93% over the past year.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹331, the stock trades at a trailing P/E ratio of 79.9x. Average trailing P/E is 40x in the Consumer Durables industry in India. Total returns to shareholders of 117% over the past year.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₹276, the stock trades at a trailing P/E ratio of 66.6x. Average trailing P/E is 46x in the Consumer Durables industry in India. Total returns to shareholders of 104% over the past year.Reported Earnings • Aug 04Full year 2021 earnings released: EPS ₹3.69 (vs ₹3.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹5.86b (down 8.1% from FY 2020). Net income: ₹421.0m (up 18% from FY 2020). Profit margin: 7.2% (up from 5.6% in FY 2020). The increase in margin was driven by lower expenses.Reported Earnings • May 30Full year 2021 earnings released: EPS ₹3.69 (vs ₹3.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹6.02b (down 5.6% from FY 2020). Net income: ₹421.0m (up 18% from FY 2020). Profit margin: 7.0% (up from 5.6% in FY 2020). The increase in margin was driven by lower expenses.공고 • May 28Borosil Limited Recommends A Dividend for the Year Ended 31st March, 2021Borosil Limited announced that Board of Directors has recommended a dividend of INR 1 on equity shares of INR 1 each for the year ended 31st March, 2021.Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹1.91 (vs ₹1.83 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ₹2.05b (down 23% from 3Q 2020). Net income: ₹217.5m (up 14% from 3Q 2020). Profit margin: 11% (up from 7.2% in 3Q 2020).Is New 90 Day High Low • Dec 23New 90-day high: ₹200The company is up 39% from its price of ₹144 on 24 September 2020. The Indian market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 22% over the same period.Is New 90 Day High Low • Dec 01New 90-day high: ₹166The company is up 4.0% from its price of ₹159 on 02 September 2020. The Indian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period.Reported Earnings • Nov 18Second quarter 2021 earnings released: EPS ₹0.82The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹1.39b (down 48% from 2Q 2020). Net income: ₹93.0m (down 51% from 2Q 2020). Profit margin: 6.7% (down from 7.2% in 2Q 2020). The decrease in margin was driven by lower revenue.공고 • Oct 01+ 1 more updateBorosil Limited Approves Appointment of Shreevar Kheruka as Chief Executive OfficerBorosil Limited at its Annual General Meeting held on 29 September 2020, approved the appointment of Mr. Shreevar Kheruka as Chief Executive Officer of the Company.공고 • Sep 06+ 2 more updatesBorosil Limited to Report Q3, 2021 Results on Feb 11, 2021Borosil Limited announced that they will report Q3, 2021 results on Feb 11, 2021공고 • Aug 07Borosil Limited to Report Q1, 2020 Results on Aug 14, 2020Borosil Limited announced that they will report Q1, 2020 results on Aug 14, 2020이익 및 매출 성장 예측BSE:543212 - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202814,6031,022434N/A23/31/202713,086790246N/A26/30/202612,168701N/AN/AN/A3/31/202611,959747-1881,188N/A12/31/202511,820752N/AN/AN/A9/30/202511,813867-103370N/A6/30/202511,192824N/AN/AN/A3/31/202511,078742-1,172-193N/A12/31/202410,655682N/AN/AN/A9/30/202410,228700-386870N/A6/30/20249,838702N/AN/AN/A3/31/20249,485659-1,271480N/A12/31/202311,7711,019N/AN/AN/A9/30/202311,037769-1,787732N/A6/30/202310,631778N/AN/AN/A3/31/20237,420519-1,1961,206N/A12/31/20229,8961,022N/AN/AN/A9/30/20229,6911,037-1,890257N/A6/30/20229,1951,053N/AN/AN/A3/31/20228,412837-113766N/A12/31/20218,048679N/AN/AN/A9/30/20217,4996489281,224N/A6/30/20216,675473N/AN/AN/A3/31/20215,8574211,6411,857N/A12/31/20205,438131N/AN/AN/A9/30/20205,293979361,345N/A6/30/20205,630174N/AN/AN/A3/31/20206,372358N/A531N/A12/31/20194,579242N/AN/AN/A3/31/20193,658251N/A399N/A3/31/20162,222523N/A62N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 543212 의 연간 예상 수익 증가율(22.2%)이 saving rate(6.9%)보다 높습니다.수익 vs 시장: 543212 의 연간 수익(22.2%)이 Indian 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 543212 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 543212 의 수익(연간 10.5%)이 Indian 시장(연간 11.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 543212 의 수익(연간 10.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 543212의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/22 10:20종가2026/08/21 00:00수익2026/06/30연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Borosil Limited는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aniruddha JoshiICICI Securities Ltd.Bhavin RupaniInvestec Bank plc (UK)
Price Target Changed • Feb 09Price target decreased by 10% to ₹343Down from ₹383, the current price target is an average from 2 analysts. New target price is 38% above last closing price of ₹248. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₹6.65 for next year compared to ₹6.28 last year.
Price Target Changed • May 12Price target decreased by 10% to ₹420Down from ₹468, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹330. Stock is down 4.9% over the past year. The company is forecast to post earnings per share of ₹6.10 for next year compared to ₹5.75 last year.
Reported Earnings • Aug 16First quarter 2027 earnings released: EPS: ₹1.07 (vs ₹1.46 in 1Q 2026)First quarter 2027 results: EPS: ₹1.07 (down from ₹1.46 in 1Q 2026). Revenue: ₹2.60b (up 12% from 1Q 2026). Net income: ₹128.0m (down 27% from 1Q 2026). Profit margin: 4.9% (down from 7.5% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공고 • Aug 07Borosil Limited to Report Q1, 2027 Results on Aug 14, 2026Borosil Limited announced that they will report Q1, 2027 results on Aug 14, 2026
Reported Earnings • May 21Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.24. Revenue: ₹12.3b (up 11% from FY 2025). Net income: ₹746.6m (flat on FY 2025). Profit margin: 6.1% (down from 6.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Consumer Durables industry in India.
공고 • May 12Borosil Limited to Report Q4, 2026 Results on May 19, 2026Borosil Limited announced that they will report Q4, 2026 results at 9:08 AM, Indian Standard Time on May 19, 2026
Price Target Changed • Feb 09Price target decreased by 10% to ₹343Down from ₹383, the current price target is an average from 2 analysts. New target price is 38% above last closing price of ₹248. Stock is down 29% over the past year. The company is forecast to post earnings per share of ₹6.65 for next year compared to ₹6.28 last year.
Reported Earnings • Feb 06Third quarter 2026 earnings released: EPS: ₹2.00 (vs ₹2.97 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.00 (down from ₹2.97 in 3Q 2025). Revenue: ₹3.39b (flat on 3Q 2025). Net income: ₹239.5m (down 33% from 3Q 2025). Profit margin: 7.1% (down from 11% in 3Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.
공고 • Jan 30Borosil Limited to Report Q3, 2026 Results on Feb 05, 2026Borosil Limited announced that they will report Q3, 2026 results on Feb 05, 2026
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ₹1.90 (vs ₹1.53 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.90 (up from ₹1.53 in 2Q 2025). Revenue: ₹3.46b (up 26% from 2Q 2025). Net income: ₹227.1m (up 24% from 2Q 2025). Profit margin: 6.6% (down from 6.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.
공고 • Oct 31Borosil Limited to Report Q2, 2026 Results on Nov 07, 2025Borosil Limited announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹1.46 (vs ₹0.81 in 1Q 2025)First quarter 2026 results: EPS: ₹1.46 (up from ₹0.81 in 1Q 2025). Revenue: ₹2.43b (up 12% from 1Q 2025). Net income: ₹174.1m (up 87% from 1Q 2025). Profit margin: 7.2% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공고 • Aug 09Borosil Limited to Report Q1, 2026 Results on Aug 14, 2025Borosil Limited announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • Jul 08Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹6.28 (up from ₹5.75 in FY 2024). Revenue: ₹11.1b (up 17% from FY 2024). Net income: ₹742.3m (up 13% from FY 2024). Profit margin: 6.7% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공고 • Jul 03Borosil Limited, Annual General Meeting, Jul 29, 2025Borosil Limited, Annual General Meeting, Jul 29, 2025, at 14:00 Indian Standard Time.
Reported Earnings • May 20Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹6.28 (up from ₹5.75 in FY 2024). Revenue: ₹11.3b (up 20% from FY 2024). Net income: ₹742.3m (up 13% from FY 2024). Profit margin: 6.5% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.0%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공고 • May 14Borosil Limited to Report Q4, 2025 Results on May 19, 2025Borosil Limited announced that they will report Q4, 2025 results on May 19, 2025
Price Target Changed • May 12Price target decreased by 10% to ₹420Down from ₹468, the current price target is an average from 2 analysts. New target price is 27% above last closing price of ₹330. Stock is down 4.9% over the past year. The company is forecast to post earnings per share of ₹6.10 for next year compared to ₹5.75 last year.
공고 • Apr 02Borosil Limited Appoints Suresh Savaliya as Company Secretary and Compliance Officer, with Effect from April 2, 2025The board of directors of Borosil Limited at its meeting held on April 2, 2025, Appointment of Mr. Suresh Savaliya as the Company Secretary and Compliance Officer (Key Managerial Personnel and Senior Management Personnel) of the Company with effect from April 2, 2025. Mr. Suresh is a Company Secretary and a member of ICSI. He is a law graduate (LLB) and Master of Laws (LLM) from Gujrat University. He has done MBA in corporate finance from National Institute of Business Management. He is also a Diploma holder in Cyber Laws from Asian School of Law. He has successfully completed a course on Advanced Corporate Strategy from IIM Bangalore. He has achieved the prestigious ICSI Award of The Governance Professional of the Year in 2021. He is recognized as one of the Top 10 Chief Legal Officers in 2021. Mr. Suresh has over 22 years of versatile experience in the arena of corporate laws, SEBI Laws, statutory compliance, legal and watch over overseas subsidiaries and foreign laws. He handled various projects including IPO, QIP, mergers, domestic and overseas acquisitions, FDI, right issue, bonus issue, open offer, domestic and overseas listing. During his career, he has worked with various listed corporates including General Insurance Corporation of India, EPL, Reliance Industries, Kalpataru Group and others.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹355, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 37x in the Consumer Durables industry in India. Total returns to shareholders of 40% over the past three years.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹340, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 38x in the Consumer Durables industry in India. Total returns to shareholders of 27% over the past three years.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: ₹2.97 (vs ₹3.26 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.97 (down from ₹3.26 in 3Q 2024). Revenue: ₹3.54b (up 17% from 3Q 2024). Net income: ₹354.8m (down 4.9% from 3Q 2024). Profit margin: 10.0% (down from 12% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공고 • Feb 07Borosil Limited Announces Resignation of Anshu Agarwal, Company Secretary and Compliance Officer, Effective February 28, 2025Borosil Limited announced that Ms. Anshu Agarwal, Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company, has submitted her resignation to pursue an alternate career opportunity, which has been accepted by the Board. She will be relieved from her duties with effect from the close of business hours on February 28, 2025. Consequently, with effect from the close of business hours on February 28, 2025, Ms. Anshu Agarwal will also cease to be the Senior Management Personnel of the Company in terms of the Listing Regulations. She will also cease to be the designated person authorized to make disclosures to the stock exchanges under Regulation 30 of the Listing Regulations with effect from the said date.
공고 • Jan 31Borosil Limited to Report Q3, 2025 Results on Feb 07, 2025Borosil Limited announced that they will report Q3, 2025 results on Feb 07, 2025
공고 • Jan 29Borosil Limited Approves Appointment of Adarsh Menon as an Independent DirectorBorosil Limited approved appointment of Mr. Adarsh Menon as an Independent Director of the Company, through postal ballot process.
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: ₹1.53 (vs ₹2.75 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.53 (down from ₹2.75 in 2Q 2024). Revenue: ₹2.83b (down 9.2% from 2Q 2024). Net income: ₹183.2m (down 25% from 2Q 2024). Profit margin: 6.5% (down from 7.8% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공고 • Nov 09Borosil Limited to Report Q2, 2025 Results on Nov 13, 2024Borosil Limited announced that they will report Q2, 2025 results on Nov 13, 2024
공고 • Sep 04Borosil Limited, Annual General Meeting, Sep 24, 2024Borosil Limited, Annual General Meeting, Sep 24, 2024, at 11:00 Indian Standard Time.
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: ₹0.81 (vs ₹0.63 in 1Q 2024)First quarter 2025 results: EPS: ₹0.81 (up from ₹0.63 in 1Q 2024). Revenue: ₹2.25b (down 10% from 1Q 2024). Net income: ₹92.9m (up 29% from 1Q 2024). Profit margin: 4.1% (up from 2.9% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Aug 08Borosil Limited to Report Q1, 2025 Results on Aug 14, 2024Borosil Limited announced that they will report Q1, 2025 results on Aug 14, 2024
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹387, the stock trades at a forward P/E ratio of 72x. Average forward P/E is 51x in the Consumer Durables industry in India. Total returns to shareholders of 68% over the past three years.
Buy Or Sell Opportunity • Jul 04Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 3.0% to ₹382. The fair value is estimated to be ₹302, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
Reported Earnings • Jun 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹5.75 (up from ₹4.54 in FY 2023). Revenue: ₹9.43b (up 27% from FY 2023). Net income: ₹658.7m (up 27% from FY 2023). Profit margin: 7.0% (in line with FY 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 16% per year.
Reported Earnings • May 23Full year 2024 earnings released: EPS: ₹2.65 (vs ₹7.86 in FY 2023)Full year 2024 results: EPS: ₹2.65 (down from ₹7.86 in FY 2023). Revenue: ₹4.00b (down 61% from FY 2023). Net income: ₹235.6m (down 74% from FY 2023). Profit margin: 5.9% (down from 8.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 47% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Durables industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 19Borosil Limited to Report Q4, 2024 Results on May 24, 2024Borosil Limited announced that they will report Q4, 2024 results on May 24, 2024
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹3.26 (vs ₹2.04 in 3Q 2023)Third quarter 2024 results: EPS: ₹3.26 (up from ₹2.04 in 3Q 2023). Revenue: ₹3.10b (up 11% from 3Q 2023). Net income: ₹373.0m (up 60% from 3Q 2023). Profit margin: 12% (up from 8.3% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.
공고 • Feb 07Borosil Limited to Report Q3, 2024 Results on Feb 13, 2024Borosil Limited announced that they will report Q3, 2024 results on Feb 13, 2024
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹354, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 46x in the Consumer Durables industry in India. Total returns to shareholders of 116% over the past three years.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹2.12 (vs ₹2.20 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.12 (down from ₹2.20 in 2Q 2023). Revenue: ₹3.16b (up 16% from 2Q 2023). Net income: ₹242.7m (down 3.6% from 2Q 2023). Profit margin: 7.7% (down from 9.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 40% per year.
공고 • Oct 17Borosil Limited Appoints Sweta Kochar as Chief Human Resource OfficerBorosil Limited announced that Ms. Sweta Kochar has been appointed as a Chief Human Resource Officer of the Company with effect from October 16, 2023. Brief profile of Ms. Sweta Kochar is as under: Ms. Sweta has over 24 years of rich HR experience across large and geographically diverse organisations. She commenced her professional journey as a management trainee in Tata Steel Limited, which was followed by array of roles for over 16 years across employee relations, talent management, learning & capability development, HR operations. Thereafter, she was associated with Uttam Galva Steels as a CHRO /Executive Director where she managed varied roles with focus on leadership development, performance management & HR digitisation. Ms. Kochar has done PGD in Business Management with specialization in Human Resources, Industrial Relations & Marketing and has also done BA (Hons) in Geography. Besides this, she is a certified life coach and has earned various professional accolades. She has expertise in navigating complex challenges, driving organisational transformations, articulating strategic direction, collaborating with stakeholders and enabling execution.
New Risk • Aug 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.3% net profit margin).
Reported Earnings • Aug 15First quarter 2024 earnings released: EPS: ₹0.63 (vs ₹1.69 in 1Q 2023)First quarter 2024 results: EPS: ₹0.63 (down from ₹1.69 in 1Q 2023). Revenue: ₹2.53b (up 17% from 1Q 2023). Net income: ₹72.3m (down 63% from 1Q 2023). Profit margin: 2.9% (down from 8.9% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
공고 • Aug 08Borosil Limited to Report Q1, 2024 Results on Aug 14, 2023Borosil Limited announced that they will report Q1, 2024 results on Aug 14, 2023
공고 • Aug 05Borosil Limited Announces the Resignation of Mr. Prashant Deshpande as Group Head - HrBorosil Limited announced the resignation of Mr. Prashant Deshpande as Group Head - HR, effective August 04, 2023.
공고 • Jun 30Borosil Limited, Annual General Meeting, Jul 25, 2023Borosil Limited, Annual General Meeting, Jul 25, 2023, at 14:00 Indian Standard Time.
Reported Earnings • May 23Full year 2023 earnings released: EPS: ₹7.86 (vs ₹7.34 in FY 2022)Full year 2023 results: EPS: ₹7.86 (up from ₹7.34 in FY 2022). Revenue: ₹10.5b (up 25% from FY 2022). Net income: ₹898.5m (up 7.3% from FY 2022). Profit margin: 8.5% (down from 10.0% in FY 2022). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹373, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 36x in the Consumer Durables industry in India. Negligible returns to shareholders over past year.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹2.04 (vs ₹2.18 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.04 (down from ₹2.18 in 3Q 2022). Revenue: ₹2.81b (up 7.9% from 3Q 2022). Net income: ₹233.3m (down 6.1% from 3Q 2022). Profit margin: 8.3% (down from 9.5% in 3Q 2022). The decrease in margin was driven by higher expenses.
공고 • Jan 27Borosil Limited to Report Q3, 2023 Results on Feb 03, 2023Borosil Limited announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Naveen Kshatriya was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Nov 05Borosil Limited to Report Q2, 2023 Results on Nov 11, 2022Borosil Limited announced that they will report Q2, 2023 results on Nov 11, 2022
공고 • Aug 17Borosil Limited Announces Shifting of Operations of Factory Situated At Tarapur, Boisar, Palghar Dist., MaharashtraBorosil Limited announced that Company's factory at Tarapur is engaged in manufacturing products pertaining to the Scientific and Industrial Products business. To have better integration and operational efficiencies, the Company is shifting the entire operations of Tarapur factory to its other factory situated in Bharuch, Gujarat, which is also involved in manufacturing products similar to the products manufactured in Tarapur. The process of shifting is likely to be completed in the next 2 to 3 weeks. As it is merely shifting of operations from one location to another, there will be no impact on the turnover and net worth of the Company.
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: ₹1.69 (vs ₹0.21 loss in 1Q 2022)First quarter 2023 results: EPS: ₹1.69 (up from ₹0.21 loss in 1Q 2022). Revenue: ₹2.18b (up 58% from 1Q 2022). Net income: ₹192.5m (up ₹216.2m from 1Q 2022). Profit margin: 8.8% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue.
공고 • Aug 03Borosil Limited to Report Q1, 2023 Results on Aug 08, 2022Borosil Limited announced that they will report Q1, 2023 results on Aug 08, 2022
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹325, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 38x in the Consumer Durables industry in India. Total returns to shareholders of 42% over the past year.
Reported Earnings • Jun 23Full year 2022 earnings released: EPS: ₹7.34 (vs ₹3.69 in FY 2021)Full year 2022 results: EPS: ₹7.34 (up from ₹3.69 in FY 2021). Revenue: ₹8.40b (up 43% from FY 2021). Net income: ₹837.3m (up 99% from FY 2021). Profit margin: 10.0% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue.
공고 • Jun 22Borosil Limited, Annual General Meeting, Jul 13, 2022Borosil Limited, Annual General Meeting, Jul 13, 2022, at 15:00 Indian Standard Time. Agenda: To consider and adopt the audited standalone financial statements of the company for the financial year ended March 31, 2022, the reports of the board of directors and statutory auditor thereon; to consider and adopt the audited consolidated financial statements of the company for the financial year ended March 31, 2022 and report of statutory auditor thereon; and to approve re-appointment of Mr. Rajesh Kumar Chaudhary, who retires by rotation and being eligible, offers himself for re-appointment; to approve revision in terms of remuneration of Mr. Shreevar Kheruka, Managing Director and Chief Executive Officer and Key Managerial Personnel of the company; and to consider other matters.
Reported Earnings • May 11Full year 2022 earnings released: EPS: ₹7.34 (vs ₹3.69 in FY 2021)Full year 2022 results: EPS: ₹7.34 (up from ₹3.69 in FY 2021). Revenue: ₹8.64b (up 48% from FY 2021). Net income: ₹837.3m (up 99% from FY 2021). Profit margin: 9.7% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Naveen Kshatriya was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹2.18 (up from ₹1.91 in 3Q 2021). Revenue: ₹2.68b (up 31% from 3Q 2021). Net income: ₹248.3m (up 14% from 3Q 2021). Profit margin: 9.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹368, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 35x in the Consumer Durables industry in India. Total returns to shareholders of 93% over the past year.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹331, the stock trades at a trailing P/E ratio of 79.9x. Average trailing P/E is 40x in the Consumer Durables industry in India. Total returns to shareholders of 117% over the past year.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 25% share price gain to ₹276, the stock trades at a trailing P/E ratio of 66.6x. Average trailing P/E is 46x in the Consumer Durables industry in India. Total returns to shareholders of 104% over the past year.
Reported Earnings • Aug 04Full year 2021 earnings released: EPS ₹3.69 (vs ₹3.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹5.86b (down 8.1% from FY 2020). Net income: ₹421.0m (up 18% from FY 2020). Profit margin: 7.2% (up from 5.6% in FY 2020). The increase in margin was driven by lower expenses.
Reported Earnings • May 30Full year 2021 earnings released: EPS ₹3.69 (vs ₹3.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹6.02b (down 5.6% from FY 2020). Net income: ₹421.0m (up 18% from FY 2020). Profit margin: 7.0% (up from 5.6% in FY 2020). The increase in margin was driven by lower expenses.
공고 • May 28Borosil Limited Recommends A Dividend for the Year Ended 31st March, 2021Borosil Limited announced that Board of Directors has recommended a dividend of INR 1 on equity shares of INR 1 each for the year ended 31st March, 2021.
Reported Earnings • Feb 15Third quarter 2021 earnings released: EPS ₹1.91 (vs ₹1.83 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ₹2.05b (down 23% from 3Q 2020). Net income: ₹217.5m (up 14% from 3Q 2020). Profit margin: 11% (up from 7.2% in 3Q 2020).
Is New 90 Day High Low • Dec 23New 90-day high: ₹200The company is up 39% from its price of ₹144 on 24 September 2020. The Indian market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 22% over the same period.
Is New 90 Day High Low • Dec 01New 90-day high: ₹166The company is up 4.0% from its price of ₹159 on 02 September 2020. The Indian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 17% over the same period.
Reported Earnings • Nov 18Second quarter 2021 earnings released: EPS ₹0.82The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹1.39b (down 48% from 2Q 2020). Net income: ₹93.0m (down 51% from 2Q 2020). Profit margin: 6.7% (down from 7.2% in 2Q 2020). The decrease in margin was driven by lower revenue.
공고 • Oct 01+ 1 more updateBorosil Limited Approves Appointment of Shreevar Kheruka as Chief Executive OfficerBorosil Limited at its Annual General Meeting held on 29 September 2020, approved the appointment of Mr. Shreevar Kheruka as Chief Executive Officer of the Company.
공고 • Sep 06+ 2 more updatesBorosil Limited to Report Q3, 2021 Results on Feb 11, 2021Borosil Limited announced that they will report Q3, 2021 results on Feb 11, 2021
공고 • Aug 07Borosil Limited to Report Q1, 2020 Results on Aug 14, 2020Borosil Limited announced that they will report Q1, 2020 results on Aug 14, 2020