| Management target | Revenue 60.0% FY28 |
|---|
| Revenue growth | H1 revenue up 12.8%; Q2 standalone solar sales up 1% YoY. |
|---|---|
| Margins | EBITDA margins fell to 30.4% from 33.8% due to lower production. |
| Demand visibility | Strong; 45GW annual domestic solar installations expected through 2027. |
| Management confidence | Balanced; optimistic on long-term solar demand despite short-term operational outages. |
Growth
H1 revenue grew 12.8% YoY to ₹801.8 Cr; solar glass sales rose marginally by 1% QoQ.
Outlook
New 600 TPD capacity commissions in Q4 FY27; guiding 60% revenue growth in FY28.
Risks
Rising soda ash costs (10% hike) and high gas prices threaten margins despite fuel surcharges.
Earnings Call Transcript filed with NSE, NSE: BORORENEW. Summary written with AI assistance from the document.
Borosil Renewables Ltd: key numbers
- Share price
- ₹390.00
- Market cap
- ₹5,740 Cr
- Revenue (annual)
- ₹1,556 Cr
- Net profit (annual)
- ₹129.1 Cr
- P/E (TTM)
- 15.0×Sector 41.2×
- 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 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.
Borosil Renewables Other Announcement
Borosil Renewables Ltd filed its quarterly shareholding pattern for the quarter ended September 30, 2026, as required under SEBI regulations.