| Revenue growth | Sugar performance resilient despite INR 30/quintal cane price hike. |
|---|---|
| Margins | Ethanol margins pressured; PLA expected to deliver 35% structural margins. |
| Demand visibility | Strong domestic sugar pricing; record low 4.3M ton closing stocks. |
| Management confidence | Aggressively optimistic on PLA bioplastics and global pricing tailwinds. |
Growth
Cane crushing up 5.2% YoY; sugar recovery stable at 11.24% despite UP state-wide yield headwinds.
Outlook
PLA project commissioning target Q3 FY26; aiming for 35% EBITDA margins on bioplastics segment.
Risks
Three-year freeze on ethanol prices vs rising cane costs; potential PLA market adoption delays.
Last quarter's promises, checked
Delivered
- Guided 1043 lakh quintals cane crushing → delivered 1043 lakh quintals (= BEAT)
- Guided INR 450 Cr fundraise → delivered INR 450 Cr via preferential shares (= BEAT)
- Guided sugar recovery ~11.28% → delivered 11.24% (= BEAT)
Partly delivered
- Guided PLA project completion → delivered commissioning target moved to Q3 FY26 (= PARTIAL)
Missed
- Guided ethanol price revision → delivered 3-year price freeze (= MISS)
Earnings Call Transcript filed with NSE, NSE: BALRAMCHIN. Summary written with AI assistance from the document.
Balrampur Chini Mills Ltd: key numbers
- Share price
- ₹691.30
- Market cap
- ₹14,628 Cr
- Revenue (annual)
- ₹6,271 Cr
- Net profit (annual)
- ₹378.5 Cr
- P/E (TTM)
- 39.4×Sector 28.6×
- Promoter holding
- 42.86%+0.01% QoQ
- FII holding
- 9.33%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Balrampur Chini Mills Ltd
All →Balrampur Chini Mills Other Announcement
Balrampur Chini Mills has sent a reminder intimation to physical shareholders, requesting them to update their KYC details and claim unpaid dividends or shares as mandated.
Balrampur Chini Mills Business Update
BCML received a ₹75 Crore BioE3 grant from BIRAC/DBT for a 100 TPA PLA R&D facility at Kumbhi, UP. It will advance India's biopolymer innovation and commercialisation.
- Value
- ₹75.00 Cr
- From
- BIRAC / Department of Biotechnology, Government of India
- PLA Co-Polymer R&D facility capacity
- 100 TPA
Balrampur Chini Mills Debt & Borrowing: ₹100 Cr
Balrampur Chini Mills Limited has confirmed the full and timely repayment of Commercial Paper maturing on 18th September 2026, amounting to ₹100 Crore.
- Value
- ₹100.0 Cr
Balrampur Chini Mills Annual General Meeting
Balrampur Chini Mills held its 50th AGM on September 16, 2026. The meeting transacted several ordinary and special business items, including re-appointments and financial statement adoption.
Balrampur Chini Mills Other Announcement
Balrampur Chini Mills Limited received an ESG rating upgrade to 'Crisil ESG 69' (Category: Strong) from Crisil ESG Ratings & Analytics Limited.
Balrampur Chini Mills Employee Stock Options
Balrampur Chini Mills Limited allotted 1,30,382 equity shares following the exercise of Employee Stock Appreciation Rights. These shares rank pari passu with the existing equity capital.