BORORENEWNSEQ4 FY26May 12, 2026

BOROSIL RENEWABLES LIMITED

5,178words
2turns
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Key numbers — 40 extracted
rs,
May 12, 2026 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 National Stock Exchange of India Ltd. Exchange Plaza, C-1, Block
rs 13
cious operations & ESG Journey 11. Awards & Accolades 12. Shareholding Pattern & Board of Directors 13. Abbreviations 3 Our Vision “To be the most Customer Centric Company” Purpose “Pioneering a s
6.5 GW
entific Limited INDIA’s first and largest solar glass manufacturer with a capacity of 1000 TPD (~6.5 GW) One of the Market leaders in consumer glassware and Kitchenware One of the leading players in L
₹7928
in Laboratory Consumables, Laboratory Equipment, Pharma Primary Packaging and Process Sciences ~₹7928 * cr Market Cap ~₹3106* cr Market Cap ~₹1098* cr Market Cap *As on 7th May 2026 5 FY26 Highl
₹3106
s, Laboratory Equipment, Pharma Primary Packaging and Process Sciences ~₹7928 * cr Market Cap ~₹3106* cr Market Cap ~₹1098* cr Market Cap *As on 7th May 2026 5 FY26 Highlights Revenue from Ope
₹1098
Pharma Primary Packaging and Process Sciences ~₹7928 * cr Market Cap ~₹3106* cr Market Cap ~₹1098* cr Market Cap *As on 7th May 2026 5 FY26 Highlights Revenue from Operations ₹ 1535 Crores
₹ 1535 Crore
t Cap ~₹1098* cr Market Cap *As on 7th May 2026 5 FY26 Highlights Revenue from Operations ₹ 1535 Crores +38% YoY Q4FY26 Highlights Revenue from Operations ₹ 438 Crores +34% YoY Strong Performan
38%
r Market Cap *As on 7th May 2026 5 FY26 Highlights Revenue from Operations ₹ 1535 Crores +38% YoY Q4FY26 Highlights Revenue from Operations ₹ 438 Crores +34% YoY Strong Performance-stand
₹ 438 Crore
Revenue from Operations ₹ 1535 Crores +38% YoY Q4FY26 Highlights Revenue from Operations ₹ 438 Crores +34% YoY Strong Performance-standalone Highest ever Operational EBITDA PBT before exception
34%
Operations ₹ 1535 Crores +38% YoY Q4FY26 Highlights Revenue from Operations ₹ 438 Crores +34% YoY Strong Performance-standalone Highest ever Operational EBITDA PBT before exceptional item
₹ 492 Crore
oY Strong Performance-standalone Highest ever Operational EBITDA PBT before exceptional item ₹ 492 Crores (32%) ₹ 391 Crores (25.5%) +172% YoY +734% YoY Operational EBITDA PBT before exceptional it
32%
formance-standalone Highest ever Operational EBITDA PBT before exceptional item ₹ 492 Crores (32%) ₹ 391 Crores (25.5%) +172% YoY +734% YoY Operational EBITDA PBT before exceptional item ₹
Guidance — 8 items
Promoters
opening
➢ The target for solar has since been raised to install 280 GW by 2030 indicating a huge potential.
Promoters
opening
Large Hydro, 51, 10% Nuclear, 9, 1% ➢ FY26 has witnessed the highest ever annual solar installations of 44.6 GW.
Promoters
opening
SECI/IREDA Tenders Tenders by SECI /IREDA for large ISTS connected projects assuring offtake and payment security to the project developers PM Suryaghar Yojana This scheme aims to provide rooftop solar power systems to one crore households across the country expecting to add 30 GW of capacity.
Promoters
opening
❑ In FY26, the solar installations were highest at about 44.6 GW (which means modules/glass consumption of 62 GW as against 23.8 GW in FY25.
Promoters
opening
This brings the overall solar installations to about 150 GW as on 31st Mar 2026, on the way to achieve the target of 280 GW by 2030.
Promoters
opening
We expect installations of 75 GW PA (DC basis).
Promoters
opening
❑ New solar glass capacities by existing and new entrants are scheduled to commence in FY27 which will take the local glass production to almost 51 GW from about 18 GW currently and substantially substitute the imports.
Promoters
opening
BRL aims to disclose quantifiable targets in short to medium term and transparently report performance against the targets.
Risks & concerns — 1 flagged
ESG risks are incorporated in the risk management framework.
Promoters
Speaking time
Promoters
2
Opening remarks
Promoters
Non-Promoters Total : Rs. 100.00 Cr : Rs. 135.14 Cr : Rs. 235.14 Cr. : NIL : Rs. 282.52 Cr : Rs. 282.52 Cr.* Amount is already utilized. *Last date for exercising option to pay and convert in shares is Aug 2026). 2. Preferential Issue (equity) -Oct-25 Rs. 371.49 Cr. Entire funds Received & Invested To be utilized mainly for part financing SG-4 and SG-5 projects. Unutilized balance Rs 292.77 Cr is currently invested in money market mutual funds. Increasing Share of Solar in Rising Renewables Total Installed Power Generation Capacity in India 533 GW as of Mar’26 (in GW) Renewables, 223, 42% ➢ Out of total installed power generation capacity of ~533 GW as of Mar 2026 in India, the share of renewables has reached 42% (~223 GW). The share of solar (150 GW) has further increased to about 67% of the renewable capacity. ➢ The target for solar has since been raised to install 280 GW by 2030 indicating a huge potential. Large Hydro, 51, 10% Nuclear, 9, 1% ➢ FY26 has witnessed the highest ever an
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