Borosil Renewables Ltd (BOM:502219)

Q4 2025 Borosil Renewables Ltd Earnings Call Transcript

May 12, 2025 / 10:30 AM GMT

Release Date Price: ₹543.15 (+2.07%)

Transcript

Key Points

Positve

Borosil Renewables Ltd (BOM:502219) reported a 12% increase in total sales for the financial year ended March 2025, reaching INR 1,110 crores.
The company's EBITDA for FY25 increased by 51.8% to INR 180.51 crores, indicating improved profitability.
The imposition of anti-dumping duties on solar glass imports from China and Vietnam has positively impacted domestic solar glass producers.
Domestic demand for solar glass remains robust, with manufacturing capacity for solar modules expected to rise significantly by March 2027.
The company plans to commission a 16.5 megawatt solar plus wind hybrid power plant, which will help meet a significant portion of its electricity demand from renewable sources.

Negative

Export sales dropped sharply to INR 91.73 crores in FY25, primarily due to reduced demand in European markets and economic challenges in Turkey.
The German subsidiary faced a significant decline in sales, leading to the suspension of manufacturing and a write-off of non-moving inventories.
The company is incurring monthly losses of approximately 9 crores at its German subsidiary due to fixed overheads.
Despite improvements in Indian operations, the consolidated EBITDA was impacted by lower profitability of overseas subsidiaries.
The company is facing challenges in the European market due to intense competition and undercut prices from Chinese manufacturers.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BORO.NS - Borosil Renewables Ltd
Q4 2025 Borosil Renewables Ltd Earnings Call
May 12, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Borosil Renewables Limited Q4 FY25 results call hosted by Access Capital Limited.

As a reminder, all participant lines will be in the listen-only mood, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the confidence over to Mr. Won Gwala from Access Capital Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]

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