Borosil Scientific Ltd (Glass & Glass Products) — fundamental analysis, earnings data, and key metrics. PE: 37.7. ROE: 6.9%. This stock is not currently in the Nifty 500 momentum outperformers list.
Deep value thesis based on recent earnings • Updated Feb 22, 2026
Borosil Scientific is transitioning from a legacy glassware manufacturer to a high-margin scientific glassware specialist with improving operational efficiency, debt reduction, and strong Q3 FY26 results showing 206% YoY profit growth, signaling the beginning of a sustainable margin recovery phase.
Verdict
TURNAROUND_IN_PROGRESS
Re-rating catalysts over the next 2-4 quarters • Updated Feb 22, 2026
Expected to show full-year profit growth >100% YoY with ROCE expansion to 12%+
Impact: +₹1250 Cr revenue
“Q3 results showing 206% PAT growth, working capital efficiency improvements”
Potential ₹100+ crore value unlock from non-core land bank in Mumbai
“FY25 annual report mentions unutilized land assets in prime Mumbai locations”
Government's PLI scheme could boost scientific glassware demand by 25%+ in FY27
Impact: +₹300 Cr revenue
“Union Budget 2025-26 allocation for healthcare infrastructure development”
Risks that could prevent re-rating or deepen the value trap
Any major FDA warning letter to Indian pharma companies
Impact: -300 bps margin impact
Management view: Diversifying into biotech and food testing segments per Q3 con-call
Monitor: Non-pharma revenue growth rate
Any related party transaction above ₹5 crore
Management view: Management states high concentration ensures strategic focus
Monitor: Independent director appointments
Further price correction in solar glass market
Impact: -150 bps margin impact
Management view: Exploring strategic exit from solar glass business per annual report
Monitor: Quarterly segment profitability
Forward-looking targets from management for FY27
Revenue Growth Target
15%
Implied PAT Growth
80%
OPM Guidance
13.5%
Capex Plan
₹25 Cr
Credit Growth Target
0%
NIM Guidance
0%
Key Milestones
• Q4 FY26 results (March 2026)
• Strategic asset monetization (Q2 FY27)
• PLI scheme implementation (Q3 FY27)
The above analysis is AI-generated from publicly available financial data. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Borosil Scientific Ltd's latest quarterly results (Dec 2025) show
Borosil Scientific Ltd's current PE ratio is 37.7x.
Borosil Scientific Ltd's price-to-book ratio is 2.2x.
Borosil Scientific Ltd's fundamental strength based on key financial ratios
Borosil Scientific Ltd has a debt-to-equity ratio of N/A.
Borosil Scientific Ltd's return ratios over recent years
Borosil Scientific Ltd's operating cash flow is positive (FY2025).
Borosil Scientific Ltd currently does not pay a significant dividend (yield 0.00%).
Borosil Scientific Ltd's shareholding pattern (Dec 2025)
Borosil Scientific Ltd's promoter holding has remained stable recently.
Borosil Scientific Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Borosil Scientific Ltd has 3 key growth catalysts identified from recent earnings analysis
Borosil Scientific Ltd has 3 key risks worth monitoring
Borosil Scientific Ltd's management has provided the following forward guidance for FY27
Based on quantitative research signals, here is why Borosil Scientific Ltd may be worth studying
Borosil Scientific Ltd investment thesis summary:
Borosil Scientific Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
