Key takeaway: The investor presentation by Borosil Renewables Limited, dated July 17, 2026, detailed the company's performance for the quarter ended June 30, 2026. The presentation highlighted a revenue of ₹405.69 crores, marking a 22.1% year-over-year increase, and an EBITDA of ₹142.00 crores, which represented a 53.5% increase compared to the same quarter last year. Management noted that the increase in sales was primarily driven by a rise in the average ex-factory selling price. The company reported a consistent EBITDA margin above 33% for four consecutive quarters. Additionally, Borosil announced plans for expansion, including the commissioning of two new furnaces to enhance production capacity. The presentation also emphasized the company's commitment to eco-conscious operations and its strategic initiatives in the solar glass market, supported by government policies and growing domestic demand.

Key takeaway: During the earnings call on May 13, 2026, management reported that Borosil Renewables achieved significant growth in sales, reaching INR 1,534.83 crores for the fiscal year, a 38% increase from the previous year. EBITDA also saw a substantial rise to INR 491.68 crores, representing a 172% increase. The average ex-factory selling price rose to INR 146.7 per millimeter, aided by government-imposed antidumping duties on imports. Quarterly sales for Q4 FY '26 were INR 437.62 crores, surpassing previous records. Management noted robust domestic demand for solar glass, driven by increased solar module production. They also discussed ongoing expansion plans, including a new division for rooftop solar solutions, and the potential for raising equity funds up to INR 750 crores. Despite challenges from rising fuel costs and geopolitical tensions, management expressed confidence in maintaining margins and production efficiency.

Key takeaway: The investor presentation from Borosil Renewables Limited, dated May 12, 2026, detailed the company's performance for the quarter and financial year ending March 31, 2026. Management reported a record revenue from operations of ₹1,535 crores for FY26, reflecting a 38% year-over-year increase, with operational EBITDA rising by 172% to ₹492 crores. For Q4 FY26, revenue reached ₹438 crores, up 34% year-over-year, and operational EBITDA was ₹145 crores, an 88% increase. The presentation highlighted the impact of anti-dumping duties on solar glass imports, which contributed to improved margins. Additionally, management discussed plans for expanding production capacity with the approval of two new furnaces, aiming for commissioning by December 2026. The company emphasized its commitment to sustainability and innovation in solar glass manufacturing, alongside a strong focus on ESG initiatives.

Key takeaway: During the Q3 FY '26 earnings conference call, management reported that Borosil Renewables achieved an all-time high quarterly sales of INR386.5 crores, a 40% increase from the same quarter last year. The EBITDA reached INR129.04 crores, reflecting a significant jump of 518% year-over-year. Management noted that the increase in sales was primarily due to higher selling prices, with the average ex-factory price rising to INR149.97 per millimeter. Exports accounted for 5.4% of turnover, with major markets facing challenges due to low demand. Management highlighted the steady domestic demand despite challenges in the solar module sector. The company’s consolidated net revenue for the quarter was INR390.46 crores, with a positive EBITDA of INR130.94 crores. Management also discussed the insolvency of its German subsidiary and the ongoing efforts to stabilize operations and expand capacity in India.