| 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
- ₹437.80
- Market cap
- ₹6,444 Cr
- Revenue (annual)
- ₹1,556 Cr
- Net profit (annual)
- ₹129.1 Cr
- P/E (TTM)
- 16.9×Sector 45.6×
- 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
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- Value
- ₹1,100 Cr
- Execution
- by end of March 2027
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