CVD extension on Malaysian imports uncertain
The CVD on Malaysian glass imports expires June 2026; if not extended, cheaper imports could pressure domestic pricing.
BORORENEW / Q3-FY26 / risks
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BOROSIL RENEWABLES · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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German subsidiary insolvency may lead to contingent liabilities
The German bank ILB demanded €4.81M from Borosil's subsidiary; though deconsolidated, legal risks remain.
Overcapacity in module manufacturing could reduce glass demand
India's module capacity is 145 GW vs. expected demand of 55 GW, potentially leading to lower utilization and pricing pressure.
Talent poaching and execution risks for expansion
Management cited poaching of expert personnel as a reason for cautious expansion, which could delay the 600 TPD project.