ALFA Finder| Management target | Revenue 60.0% post-expansion |
|---|
| Revenue growth | ₹1,535 Cr in FY26; targeting ~60% increase to ₹2,500 Cr. |
|---|---|
| Margins | Targeting 30.5% Operating EBITDA margin for FY26. |
| Order book | Direct supply to 100+ domestic customers and international markets. |
| Demand visibility | Strong; 8,400 TPD supply gap in FY26 domestic market. |
| Management confidence | High; expanding despite German subsidiary insolvency issues. |
Growth
Operating EBITDA CAGR of 45.5% (FY19-26) with FY26 revenue at ₹1,535 Cr.
Outlook
Adding 600 TPD capacity by Dec 2026; targeting 30.5% EBITDA margin and 75%+ renewable power usage.
Risks
Global supply constraints from China/Vietnam; German subsidiary GMB filed for insolvency in 2025.
Last quarter's promises, checked
Delivered
- 93% Renewable power share → delivered 93% (= BEAT)
- Domestic demand focus → ~25% supply capability (= BEAT)
- Maintain EBITDA > 33% → delivered 35% (= BEAT)
Partly delivered
- Commissioning SG4/SG5 by Dec 2026 → Revenue target deferred to April 2027 (= PARTIAL)
Missed
- Working capital days 34 → delivered 60 (= MISS)
Investor Presentation filed with BSE, NSE: BORORENEW. Summary written with AI assistance from the document.
Borosil Renewables Ltd: key numbers
- Share price
- ₹421.35
- Market cap
- ₹6,202 Cr
- Revenue (annual)
- ₹1,556 Cr
- Net profit (annual)
- ₹129.1 Cr
- P/E (TTM)
- 14.6×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.