| Management target | Revenue 2036 |
|---|
| Revenue growth | 22.1% YoY standalone; 17.1% YoY consolidated. |
|---|---|
| Margins | EBITDA margin sustained above 33% for four consecutive quarters. |
| Order book | Ready demand for ongoing expansion from established customer relationships. |
| Demand visibility | Strong domestic demand; supply gap in local solar glass production. |
| Management confidence | High, supported by anti-dumping duties and CVD on imports. |
Growth
Standalone revenue grew 22.1% YoY to ₹405.69 Cr; EBITDA rose 53.5% YoY to ₹142 Cr.
Outlook
Capex of ₹950 Cr for SG-4 & SG-5 furnaces (600 TPD) targeting Dec 2026 commissioning; solar target 500GW by 2036.
Risks
Insolvency of German subsidiary GMB; fuel price volatility post West Asia war offset by surcharges.
Last quarter's promises, checked
Delivered
- Guided 6% volume growth → delivered 6% (= BEAT)
- Guided consistent EBITDA margins → delivered 35% vs 33.4% (= BEAT)
- Guided price stability → delivered ASP rise to INR 160.3 (= BEAT)
Partly delivered
- Guided Dec 2026 commissioning for SG-4/5 → on track (= PARTIAL)
- Guided 75% captive power transition → commissioned Feb 2026 (= PARTIAL)
Earnings Call filed with BSE, NSE: BORORENEW. Summary written with AI assistance from the document.
Borosil Renewables Ltd: key numbers
- Share price
- ₹455.15
- Market cap
- ₹6,699 Cr
- Revenue (annual)
- ₹1,556 Cr
- Net profit (annual)
- ₹129.1 Cr
- P/E (TTM)
- 17.5×Sector 45.9×
- Promoter holding
- 56.02%-2.75% QoQ
- FII holding
- 5.62%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 Capacity Expansion: ₹1,100 Cr Investment
Borosil Renewables' board approved revised Rs.1100 Cr cost and March 2027 timeline for its 600 TPD expansion. Delay follows Middle East supply disruptions, funded via internal accruals.
- Value
- ₹1,100 Cr
- Execution
- by end of March 2027
- molten glass production capacity
- 1600 TPD
Borosil Renewables Other Announcement
Borosil Renewables Limited informed the exchange regarding an interview of its Executive Chairman, Mr. Pradeep Kumar Kheruka, with CNBC Bajar concerning the company's general business update.
Borosil Renewables Investor Presentation: Key Takeaways
Borosil Renewables is expanding solar glass capacity to 1,600 TPD to capture a large domestic supply gap, targeting ₹2,500 Cr turnover post-expansion.
- Call
- Guides 60% growth
Borosil Renewables Earnings Call Transcript: Key Takeaways
Borosil Renewables Q1 FY27 standalone revenue jumped 53% YoY to INR 405.69 Cr. Strong EBITDA margins at 35% driven by increased selling prices and renewable energy cost savings.
- Call
- Guides 60% growth
Borosil Renewables Q1 FY27 Results: Turns Profitable, Net Profit ₹86.6 Cr
Borosil Renewables Ltd reported revenue from operations of ₹405.7 Cr (+17.1% YoY) and net profit of ₹86.6 Cr for Q1 FY27.
- Key figure
- Net profit ₹86.6 Cr
Borosil Renewables Earnings Call: Key Takeaways
Borosil Renewables achieved record standalone revenue of ₹1,534.8cr in FY26, driven by anti-dumping duties and higher realizations. EBITDA margin jumped to 32% following government intervention on solar glass imports.