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Raw material price volatility from Chinese imports
View Risks →Borana Weaves Limited — Q3 FY26
Borana Weaves delivered a strong Q3 FY26 with revenue of ₹111.36 crore (+42% YoY), EBITDA of ₹27.09 crore (+51% YoY), and PAT of ₹18.55 crore (+63% YoY).
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Borana Weaves delivered a strong Q3 FY26 with revenue of ₹111.36 crore (+42% YoY), EBITDA of ₹27.09 crore (+51% YoY), and PAT of ₹18.55 crore (+63% YoY). EBITDA margin expanded to 24.32%, driven by stable raw material costs, higher realizations from winter-grade fabrics, and operating leverage. The company commissioned 64 of 160 new water jet looms, adding 5 million meters of annual capacity, and is progressing on renewable energy projects (3.54 MW rooftop solar, 19.79 MW wind-solar hybrid) expected to save ₹18-20 crore annually in power costs. Management guided for gradual margin improvement and plans to double total loom capacity from 1,000 to 2,000 by March 2028 with a capex of ₹350-400 crore, funded through internal accruals and debt. Key risk: potential volatility in raw material prices if Chinese imports increase post-removal of BIS restrictions.
बोराना वीव्स ने वित्त वर्ष 2026 की तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कमाई ₹111.36 करोड़ रही, जो पिछले साल से 42% ज्यादा है। मुनाफा ₹18.55 करोड़ रहा, जो 63% बढ़ा है। सर्दियों के कपड़ों की अच्छी बिक्री और कम लागत के कारण कंपनी का मार्जिन बेहतर हुआ। कंपनी ने 64 नई मशीनें लगाई हैं, जिससे उत्पादन क्षमता बढ़ी है। सौर और हवा से बिजली बनाने के प्रोजेक्ट से सालाना ₹18-20 करोड़ बचत होगी। कंपनी 2028 तक मशीनों की संख्या दोगुनी करेगी, जिसमें ₹350-400 करोड़ खर्च होंगे। मुख्य जोखिम: चीन से कच्चा माल सस्ता आने पर कीमतों में उतार-चढ़ाव हो सकता है।
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Total fabric production (Q3 FY26)
6.6 crore meters
+42% YoY
Production volume increased driven by higher capacity utilization and new looms.
Installed capacity
39.21 million meters
+5 million meters incremental
Capacity expanded with 64 new looms commissioned; total 160 looms planned.
Blended capacity utilization
82-83%
Near peak (max 90%)
Utilization high across units; management expects to sustain 80-85% over next 12 months.
Renewable energy savings
₹18-20 crore annually
New initiative
Expected annual power cost savings from solar and wind projects commissioned by May 2026.
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Guidance and risk preview
Management plans to increase total looms from 1,000 to 2,000 over two years, with 160 looms already initiated in Unit 4B.
Removal of BIS restrictions on Chinese raw materials in December 2025 could lead to cheaper imports, potentially pressuring domestic prices and mar...
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