Borosil Renewables Ltd
Borosil Renewables Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
2 of 4 strong
Not discussed on this call: order book.
The short version
Company aims to grow from INR2,500 crores revenue to around INR4,000 crores in the next 3-4 years (Page 7). Gross margin expected to hold around 78-80% as raw material costs and selling prices remain stable, supporting margin stability.
From Borosil Renewables Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Company aims to grow from INR2,500 crores revenue to around INR4,000 crores in the next 3-4 years (Page 7).
- Expansion underway to increase capacity from 1,000 TPD to 1,600 TPD by March 2027, expecting corresponding rise in production and EBITDA (Page 7, 12).
- Volume growth of 8% in the recent quarter, with net production 10% higher (Page 9, 11).
- Demand remains robust; even with capacity expansion to 7,700 TPD by March 2027, it will meet only 25% of demand (Page 6).
- Capacity expansions will support servicing new and existing customers, with flexibility on client composition due to industry consolidation (Page 8-9).
- New solar rooftop business expected to generate INR36 crores revenue this year; early stage with growth potential (Page 12).
- Further growth beyond current expansion involves evaluating new products or further solar glass capacity after 5-6 months (Page 9).
Profitability & Margins
See what Borosil Renewables Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Borosil Renewables is expanding capacity by 600 TPD, expected to be completed by December 2026 and commissioned by March 2027, increasing total capacity from 1,000 TPD to 1,600 TPD.
- The company is evaluating options for additional capex:
- - Either further increase solar glass capacity by setting up new furnaces or
- - Diversify into allied or adjacent fields related to glass production.
- Any further capacity beyond the current 600 TPD expansion would require a separate new project with new building and facilities.
- Financing for ongoing expansion is fully funded; future expansions may involve a mix of equity (funded through internal cash generation) and some debt; no near-term equity raise planned.
- The company is also selectively expanding into solar rooftop solutions and solar kits, which is nascent but seen as a large opportunity.
- No comment on any ongoing strategic investment discussions.
Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Borosil Renewables Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company is currently unable to meet demand fully due to capacity constraints.
- They are unable to service some customers they would like to onboard.
- Expansion plans aim to increase capacity by 600 tons per day by December 2026.
- With increased capacity, the company expects to cater to additional existing and new customers.
- There is ongoing evaluation about which customers to continue servicing based on industry consolidation and technology shifts.
- No specific number was given for the current orderbook or pending orders, but demand remains robust and capacity expansion is aimed at fulfilling more orders.
Borosil Renewables Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹440 Cr, net profit ₹169 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Borosil Renewables Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Borosil Renewables Ltd Q1 FY27 results?
Company aims to grow from INR2,500 crores revenue to around INR4,000 crores in the next 3-4 years (Page 7). Gross margin expected to hold around 78-80% as raw material costs and selling prices remain stable, supporting margin stability.
What is Borosil Renewables Ltd share price analysis?
Borosil Renewables Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 20.1 with a market cap of ₹8,086 Cr. Investors should review the full earnings analysis for detailed insights.
Is Borosil Renewables Ltd planning capital expenditure?
Borosil Renewables is expanding capacity by 600 TPD, expected to be completed by December 2026 and commissioned by March 2027, increasing total capacity from 1,000 TPD to 1,600 TPD.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.