| 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
- ₹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
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 Annual General Meeting
Borosil Renewables Limited conducted its 63rd Annual General Meeting on August 27, 2026. Shareholders considered financial statements, auditor re-appointments, and fund-raising proposals via equity issuance.
Borosil Renewables Other Announcement
Borosil Renewables Ltd has filed its quarterly shareholding pattern as mandated by SEBI. This routine disclosure details the shareholding distribution among various investor categories.
Borosil Renewables Capital Structure Change
Borosil Renewables cancelled 1,12,578 warrants and forfeited Rs. 1.49 Crore in subscription money due to non-payment. The company also restructured the utilization of issue proceeds.
- Value
- ₹1.49 Cr
Borosil Renewables Capital Structure Change
Borosil Renewables Limited allotted 53,38,840 equity shares following the conversion of warrants issued at Rs. 530 per share. This exercise raised approximately Rs. 282.96 Crore in total capital.
- Value
- ₹283.0 Cr