BORORENEWNSEMay 06, 2022

BOROSIL RENEWABLES LIMITED

6,535words
9turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
or ilr newables.com Ern il : hrl@borosil.com May 06, 2022 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 Dear Sir/ Madam, Subject: Investor Presentation National Stock
100%
y 3 OUR VISION IS TO BE THE MOST CUSTOMER-CENTRIC COMPANY 4 Update on the acquisition of a 100% stake in Interfloat Group by Borosil Renewables Ltd. Share purchase agreement signed on 25th Apri
86%
in Europe 6 7 The existing ownership structure of Interfloat Group HS Timber Group Blue Minds 86% 14% 86% 14% Interfloat GMB 8 Shareholding structure-post acquisition BOROSIL RENEWABLES LI
14%
rope 6 7 The existing ownership structure of Interfloat Group HS Timber Group Blue Minds 86% 14% 86% 14% Interfloat GMB 8 Shareholding structure-post acquisition BOROSIL RENEWABLES LIMITED
68.09%
nterfloat GMB 8 Shareholding structure-post acquisition BOROSIL RENEWABLES LIMITED 100% WOS 68.09% 100% WOS LIHC Holding company for Interfloat (Liechtenstein) 31.91% INTERFLOAT GIHC Holding c
31.91%
EWABLES LIMITED 100% WOS 68.09% 100% WOS LIHC Holding company for Interfloat (Liechtenstein) 31.91% INTERFLOAT GIHC Holding company for GMB (Brandenburg, Germany) 100% WOS GMB 9 What does thi
Rs. 525
d 2050 TPD in 2023-24 (after expansions in Europe and SG-4). • Addition to BRL’s topline of about Rs. 525 Cr immediately and an additional about Rs. 350 Cr. After the expansion of the capacity from 300 TPD
Rs. 350
ope and SG-4). • Addition to BRL’s topline of about Rs. 525 Cr immediately and an additional about Rs. 350 Cr. After the expansion of the capacity from 300 TPD to 500 TPD in Europe by the end of CY23. • BR
28%
of Directors and KMPs 10. Stock information and Contact Details 12 Performance Highlights: FY22 28% 31% Revenue EBITDA 44% PBT 85%* PAT ₹ 644.2 Crore ₹ 265.0 Crore ₹ 219.8 Crore ₹ 165.8 Cr
31%
rectors and KMPs 10. Stock information and Contact Details 12 Performance Highlights: FY22 28% 31% Revenue EBITDA 44% PBT 85%* PAT ₹ 644.2 Crore ₹ 265.0 Crore ₹ 219.8 Crore ₹ 165.8 Crore
44%
Stock information and Contact Details 12 Performance Highlights: FY22 28% 31% Revenue EBITDA 44% PBT 85%* PAT ₹ 644.2 Crore ₹ 265.0 Crore ₹ 219.8 Crore ₹ 165.8 Crore * An increase of 53% a
85%
rmation and Contact Details 12 Performance Highlights: FY22 28% 31% Revenue EBITDA 44% PBT 85%* PAT ₹ 644.2 Crore ₹ 265.0 Crore ₹ 219.8 Crore ₹ 165.8 Crore * An increase of 53% after exclu
Guidance — 6 items
KUSUM
opening
Demand in the EU is expected to rise significantly and it will be easier to enhance sales with a local production base.
KUSUM
opening
• Leverage synergies in the areas of new and differentiated products and segments as the combined entity will be able to serve the customers better.
KUSUM
opening
Need annual solar installations of 25 GW to achieve the target SECI Tenders Tenders by SECI for large ISTS connected projects assuring offtake and payment security to the project developers Kusum Program 30.8 GW by 2022 with an incentive for farmers to install Solar Pumps/Grid Connected Projects etc.
Coal India
opening
Increased capacity will be available in CY24 and CY25 resp.
Coal India
opening
In Dec’19 Borosil launched Selene • 32 • Fully tempered 2 mm Solar Glass World’s 1st fully tempered thinnest Solar Glass for versatility and longevity • Reduces the overall weight of the module leading to Project Cost Optimization • Offers Superior Edge-to-Edge sealing increasing module lifetime (up to 40 years) and reliability • Best suited for Floating PV, Frameless Modules, etc.
Coal India
opening
Plans are in place to launch a mandatory training ESG risks are incorporated in the risk management framework • • A group-wide program on the evaluation of IT risks BRL aims to disclose quantifiable targets in short to medium term and transparently report performance against the targets.
Advertisement
Risks & concerns — 3 flagged
The average ex-factory prices of tempered solar glass during the quarter were lower by about 14% compared to the corresponding quarter in the previous year as the higher volumes helped contain the decline in sales value to 8%.
Coal India
Plans are in place to launch a mandatory training ESG risks are incorporated in the risk management framework • • A group-wide program on the evaluation of IT risks BRL aims to disclose quantifiable targets in short to medium term and transparently report performance against the targets.
Coal India
of India Prestigious Gold Medal at India Green Manufacturing Challenge 2020-21 Economic Times' 40 under 40 award for 2019 - Mr.
Coal India
Speaking time
WorCcs
1
EBITDA
1
KUSUM
1
Vikram Solar
1
Renew Power
1
Tata Power
1
Reliance
1
Shirdi Sai Electricals
1
Coal India
1
Advertisement
Opening remarks
WorCcs
Anldeshw¥-Rajpipla ~ Village Govali. T a1. Jhagadi.a. Dist. Bharuch- 3"9'3001, (G..jarat).lndia T: +91264S..258100 F :+91 2645-25823'5 E : bri®borosiloom 1 DISCLAIMER “This investor presentation has been prepared by Borosil Renewables Limited (“Borosil”) on a strictly confidential basis. Certain statements in this presentation may be ‘forward looking statements’ within the meaning of applicable laws and regulations. These forward looking statements reflect our intentions, plans, expectations, assumptions and beliefs about future events and are subject to risks, uncertainties and other factors, many of which are outside our control. These forward looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward looking statements. Important developments that could affect the Company’s operations include changes in the industry structure, significant changes in political and economic envi
EBITDA
Earnings before interest, tax, depreciation and amortization EU EVA FY GW : European Union : Ethylene Vinyl Acetate : Financial Year ending 31st March : Gigawatt
KUSUM
Kisan Urja Suraksha evam Utthan Mahabhiyan KWh : Kilowatt Hour kWp : Kilo Watt peak mm Mn : Millimetre : Million MNRE : Ministry of New and Renewable Energy MT MW N.A. : Metric Tons : Megawatt : Not Available NAPCC National Action Plan on Climate Change NSM : National Solar Mission OEE : Overall Equipment Effectiveness PA PAT PBT PID PLF PPA : Per Annum : Profit after tax : Profit before tax : Potential Induced Degradation : Plant Load Factor : Power Purchase Agreement PPM : Parts Per Million PV REC : Photovoltaic : Renewable Energy Certificate ROCE : Return on capital employed RPO SECI SEZ SG#1 SG#2 SG#3 SG#4 SGD SIP TPD : Renewable Power Obligation : Solar Energy Corporation of India : Special Economic Zone : Solar Glass plant 1 : Solar Glass plant 2 : Solar Glass plant 3 : Solar Glass plant 4 : Safeguard Duty : Scientific and Industrial Products Ton per Day 3 OUR VISION IS TO BE THE MOST CUSTOMER-CENTRIC COMPANY 4 Update on the acquisition of a 100% stake in Interfloat Group by Boro
Coal India
▪ Avaada Energy : 2 GW 3 1. Performance Highlights and recent industry updates 2. Indian solar Industry Overview ➢ Indian Solar Industry: A Sunny Outlook and road map, Growth Drivers and enablers ➢ Indian Solar Module Manufacturing Industry: On the cusp of a surge in manufacturing Introduction to Borosil Group and a growth story of Borosil Renewables Limited Financials 3. 4. 5. Borosil Renewables Limited ➢ Products and Pioneering achievements ➢ Value to our customers through innovative products ➢ Innovations in the manufacturing process 6. Domestic and International Customer base 7. Sustainability, social responsibility, and our ESG journey 8. Awards and Recognition 9. Corporate Governance, Board of Directors and KMPs 19 10. Stock information and Contact Details The BOROSIL Group: Leadership Guiding Consistent Growth Borosil Renewables Ltd. Borosil Ltd. High Performance Solar Glass Consumer Products Scientific, Industrial & Laboratory Glassware and instruments Pharmaceutical Packaging
Advertisement
← All transcriptsBORORENEW stock page →