Borosil Limited has released its comprehensive investor presentation for the quarter and nine months ended December 31, 2025, providing detailed insights into the company's operational performance and strategic growth initiatives. The presentation was submitted under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Company Overview and Market Position

Borosil Limited operates as part of the esteemed Borosil Group with a track record spanning over 60 years. The company has established itself as one of the oldest and most trusted brands in India's consumer products sector. Through its Larah brand, Borosil operates as one of the largest opalware manufacturers in India and runs India's first borosilicate glass production facility.

The company's diverse product portfolio spans multiple segments including glassware containers, opalware dinner sets, domestic appliances, flasks and bottles, stainless steel cookware, and non-stick cookware. This comprehensive range caters to various customer needs across storage, preparation, cooking, serving, and heating applications.

Manufacturing Capabilities and Expansion Plans

Borosil's current manufacturing infrastructure demonstrates significant scale and capability:

The company is undertaking a major capacity expansion with the establishment of a new manufacturing unit in Rajasthan. This facility will focus on vacuum-insulated stainless steel products:

Market Trends and Growth Drivers

The presentation highlights several favorable market trends supporting Borosil's growth strategy. India's per capita income is expected to reach $4,000 by FY30, creating an ideal environment for boosting consumerware and kitchenware demand. Discretionary spending is projected to grow at 8.7% CAGR by FY30, expanding opportunities for consumerware and kitchenware products.

A significant trend driving demand is the shift from plastic to glass products. The presentation notes that 65-70% of urban Indian consumers actively avoid heating food in plastic containers, while approximately 60% of working professionals prefer glass or steel for office meals due to health concerns. Searches for "BPA-free" and "plastic-free food containers" have grown 3X over the last 5 years.

Strategic Focus Areas

Borosil has identified four key growth pillars:

• Opalware (Larah): Positioned for steady growth with established market leadership
• Borosilicate Glassware: Benefiting from current market tailwinds
• Non-Glassware Products: Experiencing current tailwinds in demand
• Hydra Range: Achieving 5x growth while tapping the ₹2,000+ crore insulated steel bottle market

The company's strategic positioning emphasizes its role as a "mass premium" brand that bridges aspiration with affordability. This positioning aligns with India's consumption megatrends and the rising urban middle class.

ESG Initiatives and Sustainability

Borosil has outlined comprehensive ESG priorities focusing on environmental sustainability, social responsibility, and governance excellence. Key environmental initiatives include achieving carbon-neutral operations, creating positive water balance, and transitioning to low-carbon energy. The company has invested in solar power infrastructure with 8.6 MWp and 7.2 MWp ground-mounted solar installations, with plans for additional 20.0 MWp capacity.

Market Capitalization and Share Information

As of December 31, 2025, Borosil Limited had 11,95,82,129 shares of ₹1 each issued, with a market capitalization of approximately ₹3,368 crores. The company trades on NSE under the ticker BOROLTD and on BSE under ticker 543212.

The investor presentation reinforces Borosil's position as a key player in India's evolving consumer products landscape, with strategic investments in capacity expansion and product diversification aimed at capitalizing on favorable demographic and consumption trends.

Borosil Limited announced its unaudited financial results for the quarter and nine months ended December 31, 2025, following the board meeting held on February 05, 2026. The company's board of directors convened from 12:00 noon to 2:15 p.m. to review and approve the quarterly performance under Regulation 33 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Q3FY26 Financial Performance

The company delivered consistent financial performance during the third quarter, with comprehensive results across both standalone and consolidated statements. The board meeting approved the unaudited financial results along with limited review reports from statutory auditors Chaturvedi & Shah LLP.

Nine Months Performance Overview

For the nine months ended December 31, 2025, Borosil Limited demonstrated strong growth trajectory with improved operational metrics. The company maintained its focus on consumer ware products, which represents its primary business segment.

Exceptional Items and Labour Code Impact

The company reported exceptional items of ₹404.82 lakhs during the quarter, attributed to the implementation of new Labour Codes. Effective from November 21, 2025, the Government of India consolidated 29 existing labour legislations into four unified Labour Codes, resulting in a one-time incremental impact on the company's financial results.

Equity Share Capital and Employee Stock Options

During the quarter and nine months ended December 31, 2025, Borosil Limited allotted 4,556 and 59,139 equity shares respectively under the "Borosil Limited Employee Stock Option Scheme, 2020." This resulted in an increase of paid-up equity share capital by ₹0.05 lakhs and ₹0.59 lakhs respectively, with corresponding securities premium increases of ₹14.10 lakhs and ₹147.87 lakhs.

Regulatory Compliance and Documentation

The financial results, along with limited review reports from statutory auditors, have been submitted to BSE Limited and National Stock Exchange of India Limited. The company has also uploaded these results on its official website at www.borosil.com , ensuring comprehensive stakeholder communication and regulatory compliance.