Borosil Renewables Ltd
Borosil Renewables Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #46 of 100 in Industrial Products
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The short version
Future growth expectations for Borosil Renewables Limited: - Capacity Expansion: Addition of 600 tons per day (2 furnaces of 300 tons each) expected by January 2027, increasing capacity by ~60%. The company expects EBITDA margins in the range of 30% to 33% going forward, assuming no unforeseen circumstances (Page 8).
From Borosil Renewables Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
2 more points from Borosil Renewables Ltd's call on revenue
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Profitability & Margins
See what Borosil Renewables Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Borosil Renewables is commissioning an expansion of 2 new furnaces, each 300 tons per day, totaling 600 tons per day, expected to be operational by January 2027, increasing capacity by 60%.
- The company plans a capex of around INR950 crores for this expansion in the current financial year.
- No major capital investment is planned for the rooftop solar business in the next 1 to 1.5 years; the model will be largely asset-light and outsourced initially.
- There is an enabling resolution for fundraising up to INR750 crores for any future needs or opportunities, but no current plans to raise capital.
2 more points from Borosil Renewables Ltd's call on capex
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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
See what Borosil Renewables Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company has contracts for both medium-term and short-term orders, broadly securing quantities.
- Prices remain a challenge due to fluctuating market prices for gas.
- Despite duty imposition, imports continue as domestic production meets only about 30% of solar glass demand; thus, a significant portion of demand is fulfilled by imports.
- Sales volumes remain strong with increasing production efficiency.
- Inventory levels were notably low at the end of March 2026 due to high demand, indicating strong order fulfillment.
- The company is managing supply well without disruptions so far.
2 more points from Borosil Renewables Ltd's call on order book
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Borosil Renewables Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹396 Cr, net profit ₹70 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Borosil Renew.'s management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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- Aeron Composites (Q4 FY26)
For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26. Key investor presentation takeaways from Aeron Composites
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Borosil Renewables Ltd Q4 FY26 results?
Future growth expectations for Borosil Renewables Limited: - Capacity Expansion: Addition of 600 tons per day (2 furnaces of 300 tons each) expected by January 2027, increasing capacity by ~60%. The company expects EBITDA margins in the range of 30% to 33% going forward, assuming no unforeseen circumstances (Page 8).
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 commissioning an expansion of 2 new furnaces, each 300 tons per day, totaling 600 tons per day, expected to be operational by January 2027, 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.