Borosil Renewables Ltd
Borosil Renewables Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue: Expected to remain broadly flat for the next 4 quarters, with full production and sales of all manufactured products; minor fluctuations possible but no major change anticipated (Page 10). Revenue is expected to remain largely stable in the near term, with full production and sales at current capacity (Page 9).
From Borosil Renewables Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue: Expected to remain broadly flat for the next 4 quarters, with full production and sales of all manufactured products; minor fluctuations possible but no major change anticipated (Page 10).
- Volume Growth: Achieved ~6% volume growth in the first 9 months compared to last year, with potential for an additional 2-3% increase through operational efficiencies before new capacity starts (Page 8).
- Expansion Impact: New furnace capacity (60% increase) expected to come online by Q4 FY '27, leading to corresponding revenue growth post stabilization (Page 9 & 12).
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Profitability & Margins
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Capital Expenditure Plans
- Borosil Renewables is on track to complete capacity expansion by December 2026, increasing capacity by 60%.
- After the expansion, the company targets a Return on Capital Employed (ROCE) upwards of 25%.
- No further equity dilution is planned; expansions are fully funded, with future expansions expected to be supported by cash accruals.
- The company has the land and utilities capacity at Bharuch to add another furnace beyond the current 600 TPD expansion, though management is cautious about further expansions.
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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
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Order Book & Pipeline
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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 Q3 FY26 results?
Revenue: Expected to remain broadly flat for the next 4 quarters, with full production and sales of all manufactured products; minor fluctuations possible but no major change anticipated (Page 10). Revenue is expected to remain largely stable in the near term, with full production and sales at current capacity (Page 9).
What is Borosil Renewables Ltd share price analysis?
Borosil Renewables Ltd currently shows a neutral. The stock trades at a P/E of 19.8 with a market cap of ₹7,936 Cr. Investors should review the full earnings analysis for detailed insights.
Is Borosil Renewables Ltd planning capital expenditure?
Borosil Renewables is on track to complete capacity expansion by December 2026, increasing capacity by 60%.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.