BOROSIL RENEWABLES LIMITED — Investor Meet, 22-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Borosil Renewables reported the financial results for the quarter, with standalone sales at INR 405.69 Cr (+22.1% YoY) and EBITDA at INR 142 Cr (35% margin), a 53% jump YoY. This was driven by higher prices and 8% volume growth, operating at full capacity. The 600 tons/day expansion is on track for Q4 FY27 commissioning, projected to boost sales/EBITDA by 60%. Management anticipates robust demand and stable pricing due to a supply gap and captive capacities. The company aims for INR 4,000-5,000 Cr revenue in 3-4 years, exploring further growth avenues. The previous quarter's higher PAT was due to a one-time tax shield. Management expressed a confident outlook.