BORORENEW: production rebounds as expansion advances, but costs weigh on margins
According to TradingView, BORORENEW grew first-half sales and EBITDA, while second-quarter margins were squeezed by maintenance and higher input costs.
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what happened
According to TradingView, BORORENEW reported growth in first-half sales and EBITDA. However, second-quarter margins were under pressure from scheduled maintenance, lower fuel surcharges and higher input costs. Production recovered in October. Meanwhile, a 600-ton-per-day expansion is advancing amid strong domestic demand for solar glass.
why it matters
Fuel and raw-material costs remain the key variables for the company's margins, so they determine how much of its sales growth reaches profit. Strong domestic demand for solar glass supports the case for the new capacity.
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instruments
sources
- BORORENEW: Production rebounded as expansion advanced, but fuel and raw-material costs remain key margin variables — TradingView, 30 October 2026 at 15:04 UTC
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