ALFA Finder| Revenue growth | Standalone up 38% YoY, Consolidated up 5.2% YoY for FY26. |
|---|---|
| Margins | EBITDA margin improved significantly to 32% (standalone) due to pricing power. |
| Demand visibility | High, supported by government targets and ALMM mandates for domestic content. |
| Management confidence | Strong, citing policy tailwinds and demand for domestic solar glass. |
Growth
FY26 Standalone Revenue up 38.3%, EBITDA surged 172.4% to ₹491.7 Cr. Q4FY26 PAT rose to ₹169 Cr.
Outlook
Expanding capacity by 600 TPD (total 1600 TPD) by Dec 2026 via ₹950 Cr investment. Targeting 280GW solar by 2030.
Risks
Low export demand, high fuel costs due to West Asian conflict, and potential technological obsolescence of older capacities.
Earnings Call filed with NSE, NSE: BORORENEW. Summary written with AI assistance from the document.
Borosil Renewables Ltd: key numbers
- Share price
- ₹417.60
- Market cap
- ₹6,146 Cr
- Revenue (annual)
- ₹1,556 Cr
- Net profit (annual)
- ₹129.1 Cr
- P/E (TTM)
- 14.5×Sector 44.3×
- Promoter holding
- 56.02%-2.75% QoQ
- FII holding
- 5.88%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Borosil Renewables Ltd
All →Borosil Renewables Credit Rating
Borosil Renewables had its bank loan rating upgraded to IND AA-/Stable/IND A1+ by India Ratings. Proposed bank facilities of Rs 450 million were assigned the same rating.
Borosil Renewables Other Announcement
Borosil Renewables submits a monitoring agency report for the quarter ended 30 September 2026 on preferential issue proceeds. ICRA reports no deviation from the issue objects.
Borosil Renewables Earnings Call Transcript: Key Takeaways
Borosil Renewables faced operational headwinds from furnace maintenance and volatile gas prices, masking strong underlying solar demand.
- Call
- Guides 60% growth
Borosil Renewables Investor Presentation: Key Takeaways
Q2FY27 revenue ₹396.2 Cr (+4.7% YoY), EBITDA ₹116.3 Cr (-7.3%, 28.6% margin), PAT ₹70.1 Cr (+53.1%). Strategy centres on the 600 TPD capacity expansion to 1,600 TPD by March 2027.
Borosil Renewables Q2 FY27 Results: Net Profit ₹68.8 Cr, Up 11.7% YoY
Borosil Renewables Ltd reported revenue from operations of ₹396.7 Cr (+4.7% YoY) and net profit of ₹68.8 Cr (+11.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹68.8 Cr · +11.7% YoY
Borosil Renewables Board Meeting Date
Borosil Renewables notified BSE/NSE that its Board meeting is scheduled for 30 October 2026 to approve unaudited Q2/H1 FY27 results. No financial figures or decisions are reported in this advance intimation.