| Management target | Revenue 60.0% FY27 |
|---|
| Revenue growth | 53% YoY standalone; consolidated INR 405.69 Cr. |
|---|---|
| Margins | EBITDA margin consistent above 33% for four quarters. |
| Demand visibility | Strong; domestic demand exceeds supply; company has ready demand for expansion. |
| Management confidence | High; citing robust domestic demand and government policy support. |
Growth
Standalone revenue grew 53% YoY to INR 405.69 Cr; EBITDA rose to INR 142 Cr (35% margin).
Outlook
Capex for 600 TPD expansion on track for Q4 FY27; expected to increase sales by 60% with corresponding EBITDA rise.
Risks
Fuel price volatility from West Asia conflict and potential production loss during planned furnace refurbishments in 2027.
Last quarter's promises, checked
Delivered
- Guided volume growth of 6% → delivered 8% (= BEAT)
- Guided EBITDA margin consistent with 33.2% → delivered 35% (= BEAT)
- Guided flat revenue until expansion → delivered 53% YoY growth (= BEAT)
Partly delivered
- Guided ROCE upwards of 25% → current EBITDA margin 35% supports trend (= PARTIAL)
Earnings Call Transcript 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: Key Takeaways
Borosil Renewables reported Q1FY27 standalone revenue of ₹405.69 Cr (+22.1% YoY) with EBITDA margins at 35%. Growth is driven by higher selling prices and a new rooftop solar division.
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.