• The document contains the transcript of an Earnings Conference Call held on Tuesday, June 2, 2026, to discuss the Audited (Standalone and Consolidated) Financial Results for the quarter and year ended March 31, 2026.
  • The event was an earnings call scheduled after the results announcement, with the primary purpose of discussing quarterly results and providing a strategic update.
  • Management participants included:
  • Mr. Suresh Kalra – Managing Director & CEO
  • Mr. Harsh Malhotra – Executive Director
  • Mr. Shashikant Bharuka – Chief Financial Officer
  • The company confirmed that a detailed investor update had been uploaded to the exchange and on the company's website at https://www.indoborax.com/Press-Media-Release.php.
  • The transcript does not contain specific compliance language regarding unpublished price sensitive information (UPSI).

Financial Highlights Discussed

Q4 FY26 Performance:

  • Operating revenue: ₹63.01 crores (25.70% increase YoY)
  • EBITDA: ₹12.82 crores (25.70% increase YoY)
  • EBITDA margin: 20.4%
  • Net profit: ₹14.53 crores (41.9% increase YoY)
  • PAT margin: 21.5% (250 basis points improvement)
  • EPS: ₹4.53

FY26 Annual Performance:

  • Operating revenue: ₹215.45 crores (22.9% increase YoY)
  • EBITDA: ₹44.16 crores (approximately at par with FY25)
  • PAT: ₹50.27 crores (from ₹42.51 crores in FY25)
  • EPS: ₹15.67

Dividend Information:

  • Special dividend: ₹30 per equity share
  • Final dividend: ₹10 per equity share
  • Total dividend: ₹40 per equity share with face value of ₹1 each

Product Volume Highlights for FY26:

  • Boric Acid Technical: ~15,000 tons
  • Boric Acid I.P.: ~900 tons
  • DOT: 980 tons
  • Boron Oxide and other traded products: ~400 tons

Capacity Information:

  • Boric Acid capacity: 20,000 tons per annum
  • DOT capacity: 6,000 tons per annum
  • Boron Oxide capacity: 4,000 tons per annum (project ongoing)

Strategic Updates:

  • New ownership transition with Zenrock Chemicals as new promoter
  • Focus on capacity optimization and operational efficiency
  • Plans to expand DOT production to 1,500 tons in coming year
  • Exploring new product lines and export markets
  • Working on de-risking raw material sourcing from multiple geographies
  • EBITDA per kg for Boric Acid: ₹28-29 (20%-21% margin)
  • Target revenue for coming year: ₹250+ crores

Additional Notes Section

  • The document represents a regulatory filing containing the transcript of the earnings call submitted to BSE and NSE.
  • The transcript includes detailed Q&A session with analysts and investors covering operational metrics, growth strategies, and market outlook.
  • No financial data beyond what was disclosed in the results was shared in this transcript.