BOROSIL RENEWABLES LIMITED — PPTs, 17-07-2026: Investor Presentation

Here's a concise, retail-friendly summary of Borosil Renewables' Q1 FY27 investor presentation:

**1. Business Performance:**

Borosil Renewables kicked off FY27 with a strong Q1! Revenue jumped 17.1% YoY to ₹405.69 Cr. But the real star? EBITDA, skyrocketing 103.7% YoY to ₹141.16 Cr, pushing margins to 34.8%. PAT landed at ₹86.64 Cr. Higher selling prices, backed by a fuel surcharge, fueled this growth. They’ve kept EBITDA margins above 33% for four quarters straight – talk about consistent performance!

**2. Growth Drivers or Strategy:**

Big plans ahead! Borosil is boosting solar glass capacity with two new furnaces (600 TPD total), investing ₹950 Cr. Expect them by Dec 2026 to grab more domestic market share and cut import dependency. They've also jumped into rooftop solar, offering their own panels, inverters, and batteries – a smart move into end-to-end solutions for homes & businesses.

**3. Recent Developments:**

Recent wins include a new hybrid power plant (March 2026) now covering 93% of their energy needs with renewables. This means greener operations and cost savings! Expansion for SG-4 & SG-5 is on track. A small hiccup: their German subsidiary (GMB) filed for insolvency in CY25, affecting some capacity.

**4. Key Financial Metrics:**

(Details integrated into Business Performance for conciseness.)

**5. Management Commentary / Outlook:**

Outlook is bright: Management is super bullish on solar glass demand. India's huge solar targets and government backing mean demand *far* outpaces local supply. This guarantees a ready market for Borosil's new capacity.