Borosil Renewables Ltd (BOM:502219)

Q1 2027 Borosil Renewables Ltd Earnings Call Transcript

Jul 17, 2026 / 10:30 AM GMT

Release Date Price: ₹604.65 (-1.23%)

Transcript

Key Points

Positve

Borosil Renewables Ltd (BOM:502219) reported a significant increase in sales, with a 53% jump compared to the corresponding quarter last year.
The company maintained a strong EBITDA margin above 33% for the fourth consecutive quarter.
The new solar wind hybrid captive power plant has increased the share of renewable power sources to 93%, reducing costs and enhancing environmental sustainability.
Government support and policies have bolstered the solar manufacturing sector, with significant growth in module and solar cell manufacturing capacities.
Borosil Renewables Ltd (BOM:502219) is fully funded for its current expansion and expects a 60% increase in sales and corresponding rise in EBITDA once the new project is commissioned in Q4 FY27.

Negative

The overseas subsidiaries did not generate any revenue for Q1 FY27 and reported a negative EBITDA.
There is uncertainty in fuel prices due to geopolitical tensions, which could impact future costs.
The company faces a supply gap in domestic solar glass production, relying heavily on imports to meet demand.
There is a potential risk of reduced profitability in the new solar kit business, which is expected to have lower margins compared to the core glass manufacturing business.
Maintenance and repair of existing furnaces could lead to temporary production shutdowns, affecting output and revenue.

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

BORO.NS - Borosil Renewables Ltd
Q1 2027 Borosil Renewables Ltd Earnings Call
Jul 17, 2026 / 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 Limited Q1F527 results call. As a reminder, all participant lines are in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation continues. Should you need assistance during this conference call, please signal and operate a web pressing star 10-0 on your touch tone phone. Please note that this conference is being recorded. I would now like to hand over the call to Mr. Rohan Giwala from Access Capital. Limited.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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