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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.
💼 Action for Investors
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.
💼 Action for Investors
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.
💼 Action for Investors
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.