BOROSILRENEWABLES / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Borosil Renewables · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-12Back to quarter ↗

Questions audited

Answered directly

96%

Numeric claims

Consistency

mixed

Question ledger

What was answered, and how?

Sahil Sate · Anantraati Institutional Equities

direct

Realization breakdown: pass-through of gas cost vs. underlying price.

it's very minor amount very minor less than a rupee

Sahil Sate · Anantraati Institutional Equities

direct

Pressure on margins from upcoming domestic capacity.

I do not see any pressure. you know the demand is much higher than 51 and uh most of these capacities which are coming up are for captive consumption.

Sahil Sate · Anantraati Institutional Equities

direct

Key export markets besides US.

There are specialized demand centers in Europe which we are meeting for green houses and um light blade solar collectors and so on.

Anu Chain · Globe Capital

direct

Clarification on CVD deadline and extension.

we had applied for extension or variation in the CBD which has been imposed on imports from Malaysia... the date for expiry of the previous CVD is 6th of June.

Anu Chain · Globe Capital

direct

Headroom for pricing and competitive landscape.

We are already at almost peak of the pricing.

Anu Chain · Globe Capital

partial

Pass-through of fuel costs in current quarter.

the fuel search charge which was levied has been continuing... on balance we feel that it will even out as far as we we see the the data the pricing difference and the cost difference would eventually be even out at the end of 30th June

Anu Chain · Globe Capital

direct

Expected EBITDA margins going forward.

I think we already said that 30 to 30 33% margin is something what we consider as achievable barring any unforcing circumstances.

Mayul Bajani · 40 cents

direct

Impact of West Asia crisis on raw materials beyond fuel.

there are several raw materials which are affected by oil and oil prices... so far the impact has not been very high in terms of the rise in input cost

Mayul Bajani · 40 cents

direct

Expansion plans beyond current capacity.

we are already well on way to set up new production of 300 tons per day two furnaces. So that is 600 tons per day which we hope to see in production within this financial year.

Mayul Bajani · 40 cents

direct

Timeline for new furnaces to contribute to top line.

Sensibly we should take it from the next year. Q1 of next year sir.

Vitta Amlani · individual investor

direct

Tax rate guidance going forward.

okay we can consider around 21% on PBT yes

Deepak Paswani · Swan Investments

direct

Reason for volume gain and Ind AS impact.

it is almost 50/50 you can say out of the 15% or 14% 7% would be the uh production gain and maybe similar amount due to the Indas.