BORORENEWBSEBOROSIL RENEWABLES LTDMediumNeutral
Announced Fri, 17 Jul · 09:02 IST

Borosil Renewables Q1 FY27 Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

BORORENEW · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-3.5%1-day move
₹617.00
prior close
₹624.00
base price
After-mkt
timing
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-3.2-3.6-3.0-3.4-3.5-3.6-4.2-6.0-5.7
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AI summary

Q1 FY27 standalone revenue at Rs 405.69 cr, up 22% YoY. EBITDA at Rs 142 cr, up 53.5% YoY with margin expanding to 35% from 27.8% last year. PAT at Rs 87.71 cr. EBITDA margin above 33% for 4 straight quarters. Setting up two new 300 TPD furnaces (600 TPD total) with Rs 950 cr investment, commissioning targeted for Dec 2026. Raised Rs 889 cr via preferential issues for expansion. Anti-dumping duty on Chinese and Vietnamese solar glass imports supports demand outlook. Also entered rooftop solar solutions business.

Likely market impact

Strong margin expansion, capacity addition on track, and anti-dumping duty tailwinds are positives for earnings and growth visibility.