Here's a concise, retail-friendly summary of Borosil Renewables' Q1 FY27 investor presentation: **1. Business Performance:** Borosil Renewables kicked off FY27 with a strong Q1!

Revenue jumped 17.1% YoY to ₹405.69 Cr.

But the real star?

EBITDA, skyrocketing 103.7% YoY to ₹141.16 Cr, pushing margins to 34.8%. PAT landed at ₹86.64 Cr.

Higher selling prices, backed by a fuel surcharge, fueled this growth.

They’ve kept EBITDA margins above 33% for four quarters straight – talk about consistent performance! **2. Growth Drivers or Strategy:** Big plans ahead!

Borosil is boosting solar glass capacity with two new furnaces (600 TPD total), investing ₹950 Cr.

Expect them by Dec 2026 to grab more domestic market share and cut import dependency.

They've also jumped into rooftop solar, offering their own panels, inverters, and batteries – a smart move into end-to-end solutions for homes & businesses. **3. Recent Developments:** Recent wins include a new hybrid power plant (March 2026) now covering 93% of their energy needs with renewables.

This means greener operations and cost savings!

Expansion for SG-4 & SG-5 is on track.

A small hiccup: their German subsidiary (GMB) filed for insolvency in CY25, affecting some capacity. **4. Key Financial Metrics:** (Details integrated into Business Performance for conciseness.) **5. Management Commentary / Outlook:** Outlook is bright: Management is super bullish on solar glass demand.

India's huge solar targets and government backing mean demand *far* outpaces local supply.

This guarantees a ready market for Borosil's new capacity.