Borosil Renewables Ltd (BOM:502219)

Q1 2026 Borosil Renewables Ltd Earnings Call Transcript

Jul 24, 2025 / 10:30 AM GMT

Release Date Price: ₹648.9 (+3.66%)

Transcript

Key Points

Positve

Borosil Renewables Ltd (BOM:502219) reported a significant increase in sales, achieving INR 332.26 crores compared to INR 241.82 crores in the same quarter last year, marking a 37% rise.
The company's EBITDA margin improved to 27.8%, showing a substantial increase from the previous year's corresponding quarter.
The imposition of anti-dumping duties on imports from China and Vietnam has positively impacted the company's pricing and margins.
Domestic demand for solar glass remains robust, with manufacturing capacity for solar modules expected to rise significantly by March 2027.
The company is progressing with its expansion project, expecting to commission new capacity by the third quarter of the financial year 2026-27, which will enhance production capabilities.

Negative

Borosil Renewables Ltd (BOM:502219) faced challenges with its German subsidiary, which filed for bankruptcy due to poor demand and liquidity issues in Europe.
The insolvency of the German subsidiary has led to a one-time loss provision of INR 325.9 crores, impacting the company's financials.
The European market remains weak, with no immediate signs of demand recovery, affecting the company's international operations.
The company is unable to consolidate financial results from its German subsidiary due to ongoing insolvency proceedings, causing delays in reporting consolidated financials.
Despite improvements in domestic operations, the company faces high import competition, with imports occupying about 70% of the domestic solar glass market.

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

BORO.NS - Borosil Renewables Ltd
Q1 2026 Borosil Renewables Ltd Earnings Call
Jul 24, 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 Boreal Renewables Limited Q1 F 526 resolve conference call hosted by Axis Capital Limited.

As a reminder, all participant lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing star, then 0 on attached to phone.

Please note that this call is being recorded. With this, I now hand the conference over to Mr. Rohan Ghiwala.

Thank you and over to you, sir.

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Unidentified_2 [2]
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