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.
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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.
Q2 FY27 consolidated revenue Rs 1,190.7 Cr (+57% YoY), EBITDA Rs 407.5 Cr (+66%), margin 34.2%, PAT Rs 269.2 Cr (+81%). Growth across all three verticals.
KRN delivered explosive 110% YoY revenue growth, yet margins faced pressure from soaring freight and raw material costs. Management is pivoting heavily toward exports and high-margin data center cooling segments to sustain profitability.
Q2 FY27 saw record profits despite H1 margin compression from seasonal headwinds and higher operating costs in specialized services.
Q2 FY27 revenue ₹297 Cr (+100% YoY), PAT ₹29 Cr (9.9% margin). H1 revenue ₹502 Cr, PAT ₹51 Cr. Backward integration into PEB manufacturing.
Q2 PAT rose 170% to ₹9.01 Cr and H1 total income of ₹49.87 Cr exceeded the ~₹35 Cr expectation. Leverage is climbing (D/E 2.66x), and the ₹313 Cr raise and acquisitions are not yet closed.
Q2 FY27 consolidated revenue Rs 13,498 Mn (+37.9% YoY), EBITDA Rs 1,275 Mn (9.3% margin), PAT Rs 507 Mn (+18.8%). Defence shell capacity expansion underway.
H1 FY27 standalone: gross turnover ₹84,783 Cr, EBITDA ₹13,999 Cr, PAT ₹8,943 Cr; consolidated PAT ₹9,385 Cr. H1 capex ₹7,600 Cr.
Redington delivered exceptional revenue and profit growth led by India, despite geopolitical instability in West Asia.
IEX delivered record volumes and double-digit profit growth despite high market prices and monsoon-driven supply volatility.
Stable Q2 performance masked by R&D lulls and logistics headwinds.
H1 revenue rose about 84% YoY to nearly ₹100 Cr, and EBITDA margin improved to 13-13.5% from 11%. Management reiterated 40% growth and a ~22% FY27 margin target, which needs a sharp H2 step-up.
Q2FY27 revenue ₹586 Cr (+28.1% YoY), PAT ₹18 Cr (+45.2%), EBITDA margin 7.8%. H1FY27 revenue ₹1,779 Cr (+27.3%), PAT ₹96 Cr (+41%), SSSG 18%. Store count 214.
Q2 FY27 consolidated revenue Rs 37.97 Cr (+64% YoY, flat QoQ) and PAT Rs 3.60 Cr (+30% YoY). Japan-moat platform, Rs 500 Cr 5-year aspiration, Softenger acquisition pending approvals.
Alivus reported strong revenue growth driven by new products and CDMO traction, though margins were inflated by one-time income.
Revenue grew 23% YoY despite West Asia volatility and local floods. Management pivots to specialty chemicals to counteract commoditized PVC and Soda Ash cyclic pressures.
VBL delivered strong 33.2% revenue growth, but high packaging costs pressured gross margins.
H1 FY27 revenue ₹72.27 Cr (+31.4% YoY), EBITDA ₹12.75 Cr (17.6% margin), PAT ₹6.28 Cr (+38.6%). Plant II expansion in progress.
Aether Industries demonstrates strong momentum in CRAMS and specialty chemicals, particularly in semiconductor and oil/gas sectors.
Q2 FY27 revenue Rs 657.51 Cr (+9.9% YoY), EBITDA Rs 152.97 Cr (+11.9%), PAT Rs 109.22 Cr (+16.2%). Margins expanded YoY despite a weak monsoon-hit sector.
Smartworks is aggressively expanding footprint, leading to a temporary cash burn while revenue guidance is raised on strong enterprise and GCC demand.
Q2 FY27 revenue INR 7,624 Mn (+15% YoY), PAT INR 149 Mn (-36%); H1 revenue INR 15,512 Mn (+14%), PAT INR 424 Mn (+1%). Premiumisation via Prestige & Above; UP scaling.
Alldigi Tech delivered a strong Q2 with 4% YoY revenue growth and a significant 29% jump in EBITDA, driven by high-margin international business expansion and domestic cost rationalization.
Q2 FY27 consolidated revenue ₹13,980 Mn (+14.8%), EBITDA ₹1,760 Mn (+8.3%), PAT ₹1,169 Mn (+3.1%). H1 revenue +12.0%, PAT +1.3%. Growth is multimodal and largely price-led.
Q2 FY27 revenue Rs13,840Mn (+10% YoY), EBITDA Rs1,448Mn (10.5% margin), PAT Rs575Mn (+56%). Record order book Rs100,657Mn; exports down sharply on West Asia disruption.
Q2 FY27 revenue ₹150.4 Cr (+68.5%), EBITDA ₹7.5 Cr (+125.3%), PAT ₹3.9 Cr (+170.3%). Strategy: shift from trade to OEM and premium value-added steel.
Q2 FY27 total income ₹878 Cr (+11% YoY), revenue from operations ₹855 Cr (+13%), PAT ₹104 Cr (+2%). Strategy centres on AI-native MSOCK launch, eMACH.ai wins and a ₹13,125 Cr pipeline.
Q2 FY27 consolidated revenue ₹16,545 Cr (+31% y-o-y) and PAT ₹1,288 Cr (+38% y-o-y). Lending portfolio ₹2,33,930 Cr (+32%). Strategy centres on AI-led underwriting and omnichannel distribution.
Q2 FY27 revenue Rs 703 Cr (+7.5% YoY); PAT Rs 37 Cr vs prior-year loss. H1 PAT Rs 81 Cr; Amravati 85% PLF, 91% availability.
Q2 FY27 consolidated revenue Rs 1,052 Cr (+13%), EBITDA Rs 164 Cr (+18%), margin 15.6%, PAT Rs 92 Cr (+23%). H1 PAT down 17%.