| Margins | Higher sugar realizations offsetting increased cane and distillery costs. |
|---|---|
| Order book | Encouraging progress on product development and customer trials. |
| Demand visibility | Tight domestic sugar inventory expected to firm up prices. |
| Management confidence | High for long-term PLA project and sugar pricing outlook. |
Growth
Revenues improved across segments driven by higher sugar realizations and distillery volumes. Inventory drawdown supports near-term profitability.
Outlook
PLA project capex of INR 2180cr spent; commissioning October (Lactic) and December (PLA). Target 40% average capacity utilization for PLA.
Risks
Potential government restrictions on B-heavy/juice diversion; uncertainty in global production and monsoon progress; higher sugarcane costs.
Last quarter's promises, checked
Delivered
- PLA plant commissioning → On track for Oct/Dec 2026 (= BEAT)
- PLA Capex INR 3080cr → INR 2180cr spent by July 2026 (= BEAT)
- Sugar inventory drawdown → Stock reduced as predicted (= BEAT)
Partly delivered
- 35% PLA EBITDA margin target → Maintained as aspiration (= PARTIAL)
Investor Presentation filed with BSE, 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.