BOROSIL RENEWABLES LIMITED
5,178words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
rs
13
6.5 GW
₹7928
₹3106
₹1098
₹ 1535 Crore
38%
₹ 438 Crore
34%
₹ 492 Crore
32%
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
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