Vikram Sharma · Nisha
evasiveWhat triggers further capacity expansion given strong demand and competition?
we are cautious we don't want to move in a hurry and not be able to manage the situation. So I guess that should answer your question.
BORORENEW / Q3-FY26 / claim-ledger
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BOROSIL RENEWABLES · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Question ledger
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Vikram Sharma · Nisha
directWhat is the impact of rupee depreciation on selling prices?
our average realization was 147.50 and this quarter it is nearly 150 rupees. So some advantage we are gaining out of this uh depreciation but uh it's only marginal uh increase and not a significant one.
Nidisha · ICIC securities
evasiveTimeline for divestment from German subsidiary and when losses stop?
the company has filed for insolvency... until that entire process is complete and a final recommendation is placed before the court the next action cannot be foreseen by us.
Nidisha · ICIC securities
partialIs the expansion on track for December 2026 and utilization ramp-up?
we expect that always to start one furnace first, stabilize it and then start the second one. As matters stand, we are building both the furnaces side by side.
Nidisha · ICIC securities
evasiveWhere are solar glass prices headed given macroeconomic factors?
it's impossible to predict anything with certainty.
Deepak Punwasi · Swan Capital
directPricing difference between Indian and Malaysian solar glass?
the difference between Chinese and Malaysian and Vietnam pricing uh is of the order of 3 to 4% I in my view
Deepak Punwasi · Swan Capital
directAny raw material or fuel cost inflation currently?
At the moment we do not see any inflationary tendencies in the cost of inputs whether raw materials or fuel.
Deepak Punwasi · Swan Capital
directVolume growth in 9 months and efficiency gains in existing capacity?
the operational gains in the form of volume is about 6% up from the compared to last year's 9 months and uh uh we expect this to continue in the current quarter as well.
Fken Sha · Dubai MC
directWill ALMM policy for cells cause demand issues for module manufacturers?
I do not think government will take a stand that uh uh the the module production has to stop if the solar sales are not available locally.
Fken Sha · Dubai MC
directRoom for further expansion after 600 TPD capacity?
we can easily go for another furnace.
Wittita Amlani · Research desk
partialWhat will be revenue for next four quarters?
We do not expect any major changes in revenue... once we start the production from the new funders which are under construction right now in the Q4 FY27 we might see some revenue coming from them.
Karan Sanwal · Nishay
directProportion of electricity and natural gas in power cost and savings from renewables?
power and fuel is close to 32% of the cost of production... we can save uh uh almost 1.5 bips in in terms of the incremental margin... about 1.25 crores per month or something like that.