Borana Weaves Ltd (Textiles - Weaving) — fundamental analysis, earnings data, and key metrics. PE: 15.8. ROE: 60.3%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Adding 160 water jet looms projected to generate ₹60-75 Cr incremental annual revenue
Impact: +₹67.5 Cr revenue
“Unit 4B, which will add 160 water jet looms. The initial phase of Unit 4B (64 commissioned, balance by Feb 2026) involves an investment of INR 35 Cr and is projected to generate INR 60-75 Cr in incremental annual revenue.”
What: INR 125 Cr investment meeting 70-80% power requirements with cost savings
“Borana Weaves is investing approximately INR 125 Cr in renewable energy projects, including rooftop solar and a solar-wind hybrid system. This initiative is expected to meet 70-80% of its power requirements, yielding annual savings of INR 18-20 Cr.”
What: Driven by lower depreciation and interest costs as new capacities come online
“The company anticipates a gradual increase in EBITDA margins, targeting 25-25.5%. This is expected to be driven by lower depreciation and interest costs as new capacities come online and renewable energy investments yield savings.”
Earnings deceleration risks from management commentary
Trigger: Construction delays or cost overruns
Impact: -150 bps margin impact
Management view: Not explicitly addressed but ambitious expansion plan carries execution risk
Monitor: Quarterly capacity commissioning updates
Trigger: Significant increase in raw material costs
Impact: -200 bps margin impact
Management view: Bulk procurement strategy mitigating RM cost impact
Monitor: Quarterly RM cost trends vs margin performance
Key quotes from recent conference calls
“The company plans to double its loom capacity from the current 1,000 to 2,000 looms by March 2028. This expansion, estimated to cost INR 350-400 Cr, is already progressing with Unit 4B, which will add 160 water jet looms. — Management”
“Strong floor efficiency supported by relatively low operating cost structure across the power, fuel and labor continuously to support the margins. This is further enforced by the bulk procurement of raw material enhancing... — Management”
“Yarn sales during the quarter remain robust indicating steady customer demand and sustained market... — Management”
“The company anticipates a gradual increase in EBITDA margins, targeting 25-25.5%. This is expected to be driven by lower depreciation and interest costs as new capacities come online and renewable energy investments yield savings. — Management”
Forward-looking targets from management for Next 2-4 quarters
Implied PAT Growth
15%
OPM Guidance
25.25%
Capex Plan
₹375 Cr
Key Milestones
• Unit 4B completion by Feb 2026
• Renewable energy projects implementation
• Margin expansion to 25-25.5%
The above analysis is parsed from publicly available earnings call transcripts. 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.
Borana Weaves Ltd's latest quarterly results (Dec 2025) show
Borana Weaves Ltd's current PE ratio is 15.8x.
Borana Weaves Ltd's price-to-book ratio is 3.7x.
Borana Weaves Ltd's fundamental strength based on key financial ratios
Borana Weaves Ltd has a debt-to-equity ratio of N/A.
Borana Weaves Ltd's return ratios over recent years
Borana Weaves Ltd's operating cash flow is positive (FY2025).
Borana Weaves Ltd currently does not pay a significant dividend (yield 0.00%).
Borana Weaves Ltd's shareholding pattern (Dec 2025)
Borana Weaves Ltd's promoter holding has remained stable recently.
Borana Weaves Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Borana Weaves Ltd has 3 key growth catalysts identified from recent earnings analysis
Borana Weaves Ltd has 2 key risks worth monitoring
In Q3 FY26, Borana Weaves Ltd's management highlighted
Borana Weaves Ltd's management has provided the following forward guidance for Next 2-4 quarters
Based on quantitative research signals, here is why Borana Weaves Ltd may be worth studying
Borana Weaves Ltd investment thesis summary:
Borana Weaves 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.
