Borosil Renewables Revises Expansion Cost to ₹1,100 Cr

: The company has approved a revised project cost of ₹1,100 crore for its capacity expansion, which will increase production capacity to 1,600 TPD. However, commissioning of the expanded capacity has been delayed to March 2027, mainly due to supply chain disruptions. While the higher project cost and commissioning delay may put near-term pressure on execution timelines and capital expenditure, the planned capacity expansion remains strategically positive for the company’s long-term growth. The additional capacity could help Borosil Renewables cater to rising demand for solar glass, subject to successful project execution and market conditions. Stock Commentary: BORORENEW: The capacity expansion remains a long-term growth driver, but the revised ₹1,100 crore cost and commissioning delay to March 2027 are near-term concerns. Investors will monitor execution progress, capex discipline and demand for solar glass.