BORANA / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Borana Weaves · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

Answered directly

73%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Raman KV · sequent investments

partial

Asked about raw material prices and margin outlook for Q4.

There is a marginal increase in the gross profit ratio... from December the government has free the anti-dumping duty... so in quarter four it seems that gross margin profit may be better than this one also.

Raman KV · sequent investments

evasive

Asked about technical textiles capex and revenue targets.

In technical textile we are nowadays it's an we are adding our products which goes for the technical textiles... we are increasing our capacity in the same manner slowly and gradually.

Raman KV · sequent investments

direct

Asked about capex cost and incremental revenue from 164 water jet looms.

It will increase our capacity annually by the 5 K of meter of the fabric and the cost of this project will be around 35 cr and it will be around 60 to 75 cr additional revenue per year.

Disha · Safire Capital

direct

Asked about annual power savings from renewable energy plant.

It will be the around yearly 18 to 20 CR.

Disha · Safire Capital

direct

Asked about total capex plan for doubling capacity over two years.

It will be around 350 to 400 cr total investment will be there to doubling our capacity.

Pam Bura · Pina Asset Managers

direct

Asked about government subsidies and their details.

In the interest we are getting around 3 to 4% of the interest that is around 30 to 40% of the interest cost we are getting subsidy and in power we are getting around 20 to 22% of the subsidy.

Ankor Gulati · Genuity Capital

partial

Asked about utilization rate and sustainability of 77% utilization.

Because of these backseat fabrics and shutting fabrics. So whenever% utilization 75 over next 12 months again 80 85.

Park Patel · Patel Investments

evasive

Asked about margin expansion and sustainability of 24.3% EBITDA margin.

Gradually it will increase it is going to be increased from quarter on quarter.

Gavaral · AB Capital

direct

Asked about percentage of texturized yarn sales and PO manufacturing plans.

It is around 7%.

Mitange · individual investor

direct

Asked about asset to turnover ratio for capex.

Around two to three times.

Mitange · individual investor

direct

Asked about current debt split between long-term and short-term.

35 cr is our long-term okay and 25 cr is shortterm.

Mitange · individual investor

direct

Asked about blended utilization across all four units.

It's around 82 to 83%.