Borana Weaves Limited · NSE:BORANA
Borana Weaves — H1 FY26 Earnings Presentation
34 slides from Borana Weaves's earnings presentation, Nov 19, 2025
Slide 1: Cover letter to stock exchanges
Date: November 19, 2025 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 Sy
Slide 2: Borana Weaves Ltd. Investor Presentation – November 2025
Borana Weaves Ltd. Investor Presentation – November 2025
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
Ss BORANA Weaving Dreams 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 • 4 advanced manufacturing units with modern capabilities, 348 of 1,048 installations in Uni
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 water recycling, and energy-efficient equipment advanced water treatment •640 Mn liters water recycled annually • Sustainable Raw Materials: Focus on orga
Slide 12: Business Overview
Ss BORANA Weaving Dreams Business Overview
Slide 13: Business Segments
Business Segments Two primary segments : PTY Yarn – High durability, versatile applications FY25 revenue contribution 12%. Greige Fabric – Versatile base for dyeing, printing, technical & decor applications FY25 revenue contribution 87%. Integrated operations in Surat with 4 units
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 % 30-09-2025 06 77.45% 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 % 30-09-2025 06 83.82% 31-03-2025 12 83.93% Unit 4 31-03-2024 03 77.97% Proposed
Slide 17: Clientele
Ss BORANA Weaving Dreams GANGA TEX TRENDZ(P) LTD OSWAL INTERNATIONAL : NIRANKARI TEXTILES SUDARSHANSILKMILLS AMBAJI FABRICS VARUN TEXTILE SHRI HARI TEX
Slide 18: Industry Overview
Ss BORANA Weaving Dreams 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 domesti
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
Ss BORANA Weaving Dreams Financial Overview
Slide 23: Quarterly Highlights
Quarterly Highlights Revenue PAT & PAT Margin EBITDA & EBITDA Margin 20.0 30% 16.65 30.0 30% 95.50 18.0 25% 22% 21% 21.66 16.0 25.0 25% 78.70 81.00 12.20 23% 14.0 17.10 17.15 10.90 17% 20% 20.0 20% 12.0 10.0 15% 15% 15.0 15% 8.0 14% 10% 6.0 10.0 10% 4.0 5% 5.0 5% 2.0 0.0 0% 0.0 0% Q4 FY25 Q1 FY26 Q2
Slide 24: Quarterly Profit & Loss Statement
Quarterly Profit & Loss Statement Particulars Q2 FY26 Q2 FY25 Y-o-Y Q1 FY26 Q-o-Q Revenue from operations 95.50 70.81 35% 81.00 18% COGS 57.02 48.37 49.72 Gross Profit 38.5 22.4 71% 31.3 23% Gross Profit Margin % 40.3% 31.7% 38.6% Employee benefits expense 6.53 4.68 5.39 Other expenses 10.29 6.09 8.
Slide 25: Half Yearly Highlights
Half Yearly Highlights Revenue PAT & PAT Margin EBITDA & EBITDA Margin 50.0 30% 50.0 30% 176.50 45.0 38.82 45.0 22% 25% 21% 25% 40.0 40.0 133.03 28.86 13% 35.0 27.94 35.0 20% 16% 20% 30.0 30.0 17.90 25.0 15% 25.0 15% 20.0 20.0 10% 10% 15.0 15.0 10.0 10.0 5% 5% 5.0 5.0 0.0 0% 0.0 0% H1 FY25 H1 FY26 H
Slide 26: Half Yearly Profit & Loss Statement
Half Yearly Profit & Loss Statement Particulars H1 FY26 H1 FY25 Y-o-Y Revenue from operations 176.50 133.03 33% COGS 106.74 82.28 Gross Profit 69.8 50.8 37% Gross Profit Margin % 39.5% 38.1% Employee benefits expense 11.91 9.52 Other expenses 19.03 13.28 EBITDA 38.82 27.94 39% EBITDA Margin % 21.99%
Slide 27: Annual Highlights
Annual Highlights Revenue EBITDA & EBITDA Margin PAT & PAT Margin 350.0 100.0 290.31 22% 21% 25% 90.0 50.0 20% 19% 40.20 300.0 80.0 45.0 18% 63.18 20% 14% 250.0 199.06 40.0 16% 12% 70.0 60.0 35.0 12% 14% 200.0 41.17 15% 135.40 30.0 12% 50.0 150.0 25.0 23.59 10% 26.06 40.0 16.30 10% 20.0 8% 30.0 100.
Slide 28: Financials: FY25
Financials: FY25 Particulars FY25 FY24 Y-o-Y Revenue from operations 290.31 199.06 46% COGS 177.74 122.48 Gross Profit 112.6 76.6 47% Gross Profit Margin % 38.8% 38.5% Employee benefits expense 19.15 17.91 Other expenses 30.24 17.50 EBITDA 63.18 41.17 53% EBITDA Margin % 21.76% 20.68% Depreciation &
Slide 29: Balance Sheet
Balance Sheet As on As on As on As on Equity & Liabilities Assets Sep-25 Mar-25 Sep-25 Mar-25 Shareholders Funds 245.82 87.55 Non Current Assets 202.64 77.80 Share Capital 26.65 19.94 Property Plant & Equipment 114.61 66.36 R&S 219.18 67.61 Capital work in progress 0.74 0.00 Non Current Liabilities
Slide 30: Ratios
Ratios Return on Equity (%) Return on Capital Employed (%) Current Ratio 34.93 31.83 67.61 27.42 2.62 49.45 45.87 1.20 1.32 2023 2024 2025 2023 2024 2025 2023 2024 2025 Debt Equity Ratio Stock Turnover Ratio 55.00 44.00 32.00 1.61 1.45 0.78 2023 2024 2025 2023 2024 2025
Slide 31: Way-Ahead
Ss BORANA Weaving Dreams Way-Ahead
Slide 32: Future Outlook
Future Outlook Strengthen leadership Approved renewable energy Expand into technical Medium-term vision: To Unit 4 operational, in synthetic greige projects for captive use, textiles to capture Double Production expected to fuel fabric segment including a 3.7 MW rooftop premium global Capacity in ne
Slide 33: Capital Expenditure Future Outlook
Capital Expenditure Future Outlook Project Planned Date of Capitalisation Change in Capacity Remarks Total weaving capacity to reach 340 Mn Expansion progressing well and on Unit 4 Expansion Fully completed by October 2025 meters p.a. schedule Executed in partnership with Hojiwala Zero Liquid Discha
Slide 34: Thank You
Thank You COMPANY INVESTOR RELATIONS ADVISORS Borana Weaves Limited Adfactors Investor Relations Company Secretary: Seema Luniya Nishita Bhatt: nishita.bhatt@adfactorspr.com Website: www.boranagroup.in Vivek Sahu: vivek.sahu@adfactorspr.com