Borosil Renewables Ltd
Borosil Renewables Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Borosil Renewables expects growth driven by strong demand for solar glass due to increasing solar photovoltaic installations, with demand projected to rise to 40-45 gigawatts, driving glass demand beyond 50 gigawatts. Borosil Renewables expects EBITDA from Indian operations to increase from INR77 crores in Q4 to over INR90 crores per quarter, indicating improving profitability.
From Borosil Renewables Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Borosil Renewables expects growth driven by strong demand for solar glass due to increasing solar photovoltaic installations, with demand projected to rise to 40-45 gigawatts, driving glass demand beyond 50 gigawatts.
- The company is expanding capacity, revising earlier plans from 500 tons/day to approximately 600 tons/day, aiming for commissioning by Q3 FY 2026-27.
- Efforts to improve operational efficiencies are ongoing, targeting volume growth of around 8-10% in FY 26.
- Rising domestic selling prices and stable tariff support are expected to improve margins and profitability.
- Expansion funding includes equity, debt, and internal accruals, with INR204+ crores raised recently.
- European market recovery is anticipated due to renewed governmental support, potentially increasing export sales.
2 more points from Borosil Renewables Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Borosil Renewables Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Borosil Renewables is re-evaluating the size of its expansion project, initially planned at 500 tons per day; the revised plan is expected to increase capacity to about 600 tons per day.
- The final project cost and investment quantum are expected to be finalized within the next month.
- The new facility is targeted for commissioning in the third quarter of the financial year 2026-27 (October-December 2026).
- The company is considering further expansion depending on the demand-supply situation 1.5 to 2 years after completing the current expansion.
2 more points from Borosil Renewables Ltd's call on capex
Pro opens every point from 15K+ earnings calls
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
2 more points from Borosil Renewables Ltd's call on order book
Pro opens every point from 15K+ earnings calls
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.
Full financials →Continue your research
What Borosil Renewables Ltd's management said in earlier quarters
Others in Industrial Products this season
- Welspun Specialty Solutions Ltd (Q4 FY25)
Q4 FY25 Revenue: INR 2,085 million, up 33% YoY from INR 1,564 million in Q4 FY24 (Page 12, Page 11) . Key concall takeaways from Welspun Specialty Solutions…
- PTC Industries Ltd (Q4 FY25)
Q4 FY25 Total Income:** ₹133.8 Cr, up 74.9% YoY from ₹76.5 Cr in Q4 FY24 (Page 6, 5). Key concall takeaways from PTC Industries Ltd's Q4 FY25 earnings call…
- Dynamic Cables Ltd (Q4 FY25)
Dynamic Cables has achieved a 5-year sales CAGR of around 20%, with FY ’25 showing 34% growth. Key concall takeaways from Dynamic Cables's Q4 FY25 earnings…
- SKF India Ltd (Q4 FY25)
Full year FY25 showed solid 8% sales growth; industrial up 10%, automotive 6%. Key concall takeaways from SKF India Ltd's Q4 FY25 earnings call — and how it…
Arthneeti Pro · Annual
Borosil Renewables Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Borosil Renewables Ltd Q4 FY25 results?
Borosil Renewables expects growth driven by strong demand for solar glass due to increasing solar photovoltaic installations, with demand projected to rise to 40-45 gigawatts, driving glass demand beyond 50 gigawatts. Borosil Renewables expects EBITDA from Indian operations to increase from INR77 crores in Q4 to over INR90 crores per quarter, indicating improving profitability.
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 re-evaluating the size of its expansion project, initially planned at 500 tons per day; the revised plan is expected to increase capacity to about 600 tons per day.
Keep Borosil Renewables Ltd on your radar — track it to get its next earnings analysis in your feed.
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.