Borana Weaves Limited · NSE:BORANA
Borana Weaves — FY2026 Earnings Presentation
34 slides from Borana Weaves's earnings presentation, Jun 4, 2026
Slide 1: Cover letter to stock exchanges
Date: June 4, 2026 To, To, Listing Compliance Department Listing Compliance Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex Phiroze Jeejeebhoy Towers, Dalal Street Bandra East, Mumbai – 400051 Mumbai – 400001 Ref: Borana Weaves Limited NSE Symbol:
Slide 2: Borana Weaves Ltd. Investor Presentation – June 2026
Borana Weaves Ltd. Investor Presentation – June 2026
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”) have been prepared by Borana Weaves Limited (“Borana” or the “Company”) solely for information purposes and do not constitute an offer to sell or, recommendation or solicitation of an offer to subscribe for or purchase any
Slide 4: Table of contents
Table of contents Company Overview Business Overview 01 02 Industry Overview Financials Way Ahead 03 04 05
Slide 5: Company Overview
S BORANA Company Overview
Slide 6: About Us
About Us • Leading producer of unbleached synthetic greige fabric – key base for dyeing & printing across fashion, home decor, technical and traditional textiles • Established in 2020, headquartered in Surat • Positioned to benefit from rising domestic demand for synthetic textiles driven by afforda
Slide 7: Our Journey
Our Journey Textile trading Expanded to Entered denim Major expansion Listed on Stock business in 200 looms with industry (R&B with 700 high- Exchange and Surat jacquard Denims Ltd, 30M tech water jet Commencement mtr capacity) looms of Unit 4 for technical fabrics 1975–85 1983 1992 2005–12 2012–16
Slide 8: Experienced Leadership Team
Experienced Leadership Team Mangilal Ambalal Borana – Ankur Mangilal Borana – Rajkumar Mangilal Borana – Chairman & Managing Director Executive Director & CEO Executive Director & CFO (Multiple years of textile industry Also associated with R&B Denims, background in finance, director in experience).
Slide 9: Key Strengths
Key Strengths Experienced Promoters Resilient Production Advanced Water Jet Robust Growth With Execution Capacity with Loom Technology Momentum Capabilities backward integration Guided by Chairman & Advanced manufacturing, Ensures precision, uniform Fueling healthy P&L, MD Mangilal Ambalal and relia
Slide 10: SWOT Analysis: Unlocking Strategic Potential
SWOT Analysis: Unlocking Strategic Potential Strengths Weaknesses • Technological Advancements • No Global Presence • Diverse Product Portfolio • Dependence on Technological • Strong Market Reputation Upgrades • Vertical Integration • Higher Operating Costs Opportunities Threats • Growing Demand for
Slide 11: CSR & Sustainability
CSR & Sustainability Sustainability Initiatives • Eco-Friendly Manufacturing: Adoption of organic dyes •Partnership with Hojiwala Infra Ltd. for and energy-efficient equipment advanced water treatment •~1000 Mn liters water recycled • Recycling: Recycling millions of liters of water daily to annuall
Slide 12: Business Overview
S BORANA Business Overview
Slide 13: Business Segments
Business Segments Two primary segments : PTY Yarn – High durability, versatile applications FY26 revenue contribution 8% FY25 revenue contribution 12% Greige Fabric – Versatile base for dyeing, printing, technical & decor applications FY26 revenue contribution 92% FY25 revenue contribution 87% Integ
Slide 14: Product Portfolio
Product Portfolio Unbleached Synthetic Greige PTY Yarn - Processed from POY, Fabric – Core product, widely used durable and cost-effective. across fashion, decor & industrial use . Applications Apparel Home textiles Industrial RPU-coated & (shirts, trousers, (bed linen, (tents, waterproof waterproof
Slide 15: State of Art Manufacturing Capabilities
State of Art Manufacturing Capabilities Unit 1 Operates Four Manufacturing Units 3,180.46 sq. m. In Surat, Gujarat Equipped With Modern, Eco Friendly and Updated Textile Technologies Unit 2 Capabilities 7,224.00 sq. m. Specializes in texturizing, warping, water jet looms, and textile folding with fa
Slide 16: Manufacturing Overview
Manufacturing Overview Unit 1 Unit 3 Unit 1 Period (in Months) Utilization % 31-03-2026 12 82.50% 31-03-2025 12 95.69% 31-03-2024 12 98.87% 31-03-2023 12 96.06% 31-03-2022 07 72.46% Unit 3 Period (in Months) Utilization % 31-03-2026 12 82.94% 31-03-2025 12 83.93% Unit 4 31-03-2024 03 77.97% Proposed
Slide 17: Clientele
S BORANA Weaving Dreams GANGA TEX TRENDZ(P) LTD OSWAL INTERNATIONAL NIRANKARI TEXTILES SUDARSHAN SILK MILLS AMBAJI FABRICS ‘ VARUN TEXTILE SHRI HARI TEX
Slide 18: Industry Overview
S BORANA Industry Overview
Slide 19: Unlocking Growth in India's Polyester Yarn Industry
Unlocking Growth in India’s Polyester Yarn Industry Key Dimension Insights & Drivers Implications for Investment Market Size & Growth • India produces ~4.5–5 million tonnes of synthetic fibre annually; Strong growth in addressable market provides runway for capacity ~80% consumed domestically expans
Slide 20: Strong fundamentals and policy support aiding growth
Strong fundamentals and policy support aiding growth Growing demand Policy Support Increasing investment • Rising demand in • Growing domestic and • 100% FDI in textile sector exports foreign investments Resulting In • Increasing demand in • Government setting up • US$ 140 billion of foreign Invitin
Slide 21: Home textiles racing on favorable economic conditions
Home textiles racing on favorable economic conditions • Exports grew from US$ 5.3 billion in 2017 to US$ 8 billion in 2022, registering a 7.1% CAGR. • The industry is projected to expand at a CAGR of 8.9% (2023–2032), reaching US$ 23.3 billion by 2032 from US$ 10.8 billion in 2023. • India contribut
Slide 22: Financial Overview
S BORANA Financial Overview
Slide 23: Quarterly Highlights
Quarterly Highlights Revenue EBITDA & EBITDA Margin PBT & PBT Margin 111.36 27.0 100.7 22.51 35.0 50% 95.50 27.09 45% 20.45 20.94 25.61 30.0 22.0 81.00 40% 25.0 21.66 35% 14.50 21% 21% 17.0 17.15 18% 20% 25% 30% 20.0 25% 12.0 21% 23% 24% 15.0 20% 7.0 15% 10.0 10% 5.0 2.0 5% 0.0 0% Q1 FY26 Q2 FY26 Q3
Slide 24: Quarterly Profit & Loss Statement
Quarterly Profit & Loss Statement Particulars Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Revenue from operations 100.73 78.70 28% 111.36 COGS 55.59 48.78 65.52 Gross Profit 45.14 29.92 51% 45.84 Gross Profit Margin % 44.82% 38.02% 41.17% Employee benefits expense 8.13 4.85 8.10 Other expenses 11.41 7.97 10.66 EB
Slide 25: Half Yearly FY26 Performance
Haly Yearly FY26 Performance Revenue PBT & PBT Margin EBITDA & EBITDA Margin 45% 60% 41% 60.0 70.0 52.70 50% 43.45 50% 40% 35% 60.0 50.0 212.10 50.0 45% 40% 40.0 35% 157.10 40.0 35.02 30% 30.0 27.23 30% 30.0 20% 20.0 20.0 25% 10.0 10% 10.0 0.0 20% 0.0 0% H2 FY25 H2 FY26 H2 FY25 H2 FY26 H2 FY25 H2 FY
Slide 26: H2 FY26 Profit & Loss Statement
H2 FY26 Profit & Loss Statement Particulars H2 FY26 H2 FY25 Y-o-Y Revenue from operations 212.10 157.10 35% COGS 121.11 95.45 Gross Profit 91.0 61.6 48% Gross Profit Margin % 86.0% 78.5% Employee benefits expense 16.23 9.63 Other expenses 22.06 17.00 EBITDA (excl other income) 52.70 35.02 51% EBITDA
Slide 27: Annual Highlights
Annual Highlights Revenue EBITDA & EBITDA Margin PBT & PBT Margin 90.0 30% 450.0 110.0 78.40 388.59 91.52 24% 80.0 400.0 21% 22% 25% 25% 70.0 90.0 20% 290.31 350.0 63.18 20% 60.0 14% 49.12 20% 300.0 70.0 50.0 199.06 17% 15% 41.17 250.0 15% 28.39 40.0 50.0 200.0 30.0 10% 10% 150.0 30.0 20.0 5% 100.0
Slide 28: Income Statement
Income Statement Particulars FY26 FY25 Y-o-Y FY24 Revenue from operations 388.59 290.31 34% 199.06 COGS 227.85 177.74 122.48 Gross Profit 160.75 112.6 43% 76.6 Gross Profit Margin % 41.37% 38.8% 38.5% Employee benefits expense 28.14 19.15 17.91 Other expenses 41.09 30.24 17.50 EBITDA 91.52 63.18 45%
Slide 29: Balance Sheet
Balance Sheet As on As on As on As on Equity & Liabilities Assets Mar-26 Mar-25 Mar-26 Mar-25 Shareholders Funds 281.58 87.55 Non Current Assets 244.46 77.80 Share Capital 26.65 19.94 Property Plant & Equipment 146.49 66.36 R&S 254.93 67.61 Capital work in progress 80.94 0.00 Non Current Liabilities
Slide 30: Ratios
Ratios Return on Equity (%) Return on Capital Employed (%) Current Ratio 4.33 31.83 27.42 2.62 49.45 45.87 19.18 23.03 1.32 2024 2025 2026 2024 2025 2026 2024 2025 2026 Debt Equity Ratio Stock Turnover Ratio 44 45 32 1.45 0.78 0.30 2024 2025 2026 2024 2025 2026
Slide 31: Way-Ahead
S BORANA Way-Ahead
Slide 32: Renewable Energy Integration
Renewable Energy Integration Future OutlookExpansion with Capacity ~70–80% of our current power requirements are expected to be met through Renewable Energy sources. Hybrid Renewable Energy Project* Solar–Wind Hybrid Power Project Solar 9.89 MW & Wind 9.90 MW Commissioning: June 2026 Integration of
Slide 33: Future Outlook
Future Outlook Strengthen leadership 19.79 MW hybrid projects Expand into technical Medium-term vision: To in synthetic greige enabling sustainable growth textiles to capture Double Production fabric segment premium global Capacity in next 24 demand months Expand exports by Introduce RPU-coated Adop
Slide 34: Thank You
Thank You COMPANY Borana Weaves Limited Website: www.boranagroup.in