ALFA Finder| 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
- ₹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.