BOROSIL RENEWABLES LIMITED has informed the Exchange about Investor Presentation

Borosil Renewables reported a strong FY25 with standalone revenue growing 12% YoY to ₹1,109.94 crores, driven by a 10% rise in sales volume and 2% rise in selling price. Standalone EBITDA surged 51.8% YoY to ₹180.51 crores, with margins expanding sharply from 12% to 16.3%, and Q4 standalone EBITDA margins jumping to 23.5% (vs 5.8% in Q4FY24) on the back of anti-dumping duties (ADD) imposed on Chinese and Vietnamese solar glass imports from December 2024. Standalone PAT swung to a profit of ₹33.47 crores from a loss of ₹16.52 crores last year. However, the consolidated picture is weaker — overseas subsidiary GMB (Germany) is loss-making with negative EBITDA of ₹49.67 crores in Q4FY25, leading to a consolidated FY25 loss of ₹86.97 crores. The company paid EUR 21 million in March 2025 to honour SBLC guarantees on GMB's bank loans, and has temporarily shut down the German furnace. A preferential issue was undersubscribed, with only 91 of the proposed non-promoter applicants paying upfront, reducing expected fund raise from ~₹697 crores to ~₹517 crores. Management is reassessing the previously approved 500 TPD expansion plan in light of demand outlook.