| Revenue growth | Q2 +4.7%, H1 +12.8% YoY |
|---|---|
| Margins | EBITDA margin 28.6% vs 33.0% YoY and 33.8% QoQ; H1 31.2% (+80 bps). |
| Demand visibility | Domestic supply gap ~7,500 TPD vs demand 10,400 TPD per deck. |
| Management confidence | Upbeat on expansion; Q3 realizations expected to revert; no new quantified guidance. |
Growth
Q2 revenue +4.7% YoY and H1 revenue +12.8% YoY. EBITDA fell 7.3% YoY in Q2 but rose 18.5% in H1. PAT rose 53.1% YoY in Q2, helped by ₹10.9 Cr other income.
Outlook
600 TPD commissioning by March 2027, taking capacity to 1,600 TPD. Management expects full-year run-rate turnover of ~₹2,500 Cr (~60% above FY26) and ~3% operating leverage margin uplift.
Risks
Lower fuel surcharge cut realizations, with ASP at ₹155.9 vs ₹160.3 in Q1. Routine furnace maintenance dented production and gross margins. Q2 EBITDA margin fell 440 bps YoY.
Investor Presentation filed with BSE, 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
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- Call
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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
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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.