BORORENEW

What Borosil Renewables promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 5 delivered 2 missed 7 open
  • EBITDA Margin delivered said Q3 FY25 Promised: Sustain a 30% EBITDA margin once target selling prices are realized. Q1 FY27: Achieved 35% EBITDA margin, exceeding the sustained target for the fourth consecutive quarter.
  • German Operations EBITDA Loss missed said Q3 FY25 Promised: Reduce EBITDA level loss from INR 8 crores/month to INR 4 crores/month. Q1 FY27: The matter is closed. The impact was noted in the Q1 FY27 results via a one-time tax shield in the previous quarter related to the provision for the German subsidiary.
  • New Furnace Commissioning delayed said Q3 FY25 Promised: New 500 TPD facility commissioning by September 2026. Q1 FY27: Timeline pushed out. Management now expects commissioning in Q4 FY27 (Jan-Mar '27) with revenue recognition conservatively from Q1 FY28 (April '27), reversing the previous pull-forward.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Borosil Renewables — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens