BOROLTD / Q3-FY26 / claim-ledger

Audit the questions that mattered.

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

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PositiveQ3-FY26 · 2026-02-05Back to quarter ↗

Questions audited

Answered directly

73%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Bhavin Rupani · Invest

partial

Ramp-up timeline and margin targets for Hydra expansion.

it may take between 3 and 6 months to ramp up the facility to 100% capacity utilization. ... our target would be that we should generate a ROCE of 24% that's our target for across our business and therefore this business is no different.

Bhavin Rupani · Invest

direct

Growth in Hydra category compared to last year.

30% 30% 30%.

Bhavin Rupani · Invest

direct

Progress on small kitchen appliances supply chain localization.

I think we are now inching towards 60 and uh I think by the end of the coming year we'll be at 85%.

Bhavin Rupani · Invest

declined

Timeline and capex for in-house manufacturing of small kitchen appliances.

No I I said we are considering it. We've never announced any uh manufacturing in this yet. ... I don't have any update on that at the moment.

Bhavin Rupani · Invest

direct

Incremental capex for Opalware expansion.

No, they that's a small that's just a debottlenecking. So there's no there's no material capex for this. So nothing to discuss here.

Akshhata · Seven Rivers Holding

direct

Current demand environment across product categories.

demand I think uh which was a bit depressed in the first half of the year has definitely picked up in the second half of the year ... glassware is doing the best ... demand for appliances has been fantastic ... Opalware bit ... growth has not been great.

Akshhata · Seven Rivers Holding

partial

Supply situation for stainless steel segment and margin improvement.

we have actually taken a big hit because we are not available in many of the shops ... that shelf space has been taken by others ... going forward once our plant is up and running then I think that's certainly something that we'll be able to get back.

Akshhata · Seven Rivers Holding

direct

Utilization levels of Opal and glass furnaces.

Opel is close to 100%, I would say 95%. And uh glass would be about 90%.

Samir · Individual Investor

direct

Attribution of lukewarm revenue growth to Hydra issues.

That's the only that's literally the only reason.

Samir · Individual Investor

partial

How to increase FII interest and market visibility.

we don't control our stock price except we control performance ... we need to hit closer to the 2,000 cr mark to start getting more interest from more FIs.

Bhavin Rupani · Invest

direct

Shutdown duration and capex for Opalware furnace realignment.

normally it gets shut for 30 days. 30 to 30 40 days ... roughly per furnace about 15 to 16 crores roughly ... that 50 crores per year is our maintenance capex.

Bhavin Rupani · Invest

partial

Plans for further glassware expansion given 90% utilization.

this is already planned in the planning phase ... Probably in the next quarter or so we'll be able to make some announcements here in terms of expansion ... we have space in the existing facility to expand by 50%.