India's Borosil rises as Investec hikes target on anti-dumping duty tailwinds
** Shares of Borosil BORO.NS rise nearly 3% to 272.42 rupees
** Investec raises PT to 330 rupees from 265 rupees, retains "buy", citing potential margin gains from proposed anti-dumping duties on Chinese glassware imports
** Estimates duties could add 220 million rupees ($2.29 million) to Borosil's FY28 EBITDA, assuming about 50% of potential price gains are realised
** Raises FY28 EBITDA and PAT estimates by 5% and 9%, respectively, noting lower competitive pressure on opalware margins
** Flags non-implementation of proposed duties and potential circumvention as key risks to estimated EBITDA gains
** YTD stock down about 3%
($1 = 95.9300 Indian rupees)