Borosil Renewables Ltd (NSE:BORORENEW)

Q2 2026 Borosil Renewables Ltd Earnings Call Transcript

Nov 12, 2025 / 10:30 AM GMT

Release Date Price: ₹680.5 (-2.69%)

Transcript

Key Points

Positve

Borosil Renewables Ltd (BOM:502219) achieved a significant increase in sales, with a 42% rise compared to the corresponding quarter last year.
The company reported a substantial improvement in EBITDA margins, reaching 33.2% compared to 19.9% in the same quarter last year.
Domestic demand for solar glass remains robust, with manufacturing capacity for solar modules in India expected to rise significantly.
The company is on track with its expansion plans, which include adding 600 tons per day of solar glass production capacity.
Borosil Renewables Ltd (BOM:502219) has successfully maintained high capacity utilization, with nearly full utilization in the last quarter.

Negative

Interfloat Corporation, a subsidiary, faced challenges due to reduced demand and unremunerative pricing, leading to financial impairments.
The company had to account for exceptional items due to impairments related to its European subsidiary, impacting overall financial results.
There is fierce competition in the solar glass market, with significant pressure on pricing from imports.
The company incurred increased other expenses due to one-time costs related to restructuring and insolvency proceedings of its European operations.
Despite robust domestic demand, over 70% of solar glass consumption in India is still met through imports, indicating a reliance on foreign suppliers.

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

BORO.NS - Borosil Renewables Ltd
Q2 2026 Borosil Renewables Ltd Earnings Call
Nov 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 Kyoto FY26 earnings conference call of Borosil Renewables Limited, hosted by Access Capital. As a reminder, all participant lines will be in the listen-only mode, 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 conference over to Mr. Manan Mehta from Access Capital.

Thank you, and over to you, Mr. Mehta.

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Unidentified_2 [2]
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