| Margins | EBITDA margin expanded to 10.5% from 6.8% YoY. |
|---|---|
| Order book | Actively competing to maintain 100% capacity utilization. |
| Demand visibility | Strong demand in PML; 46% YoY volume growth. |
Growth
EBITDA grew 17% YoY to Rs 66 Cr; PAT rose 6% YoY to Rs 36 Cr. Consolidated EBITDA margins improved 370 bps YoY to 10.5%.
Outlook
Distillery capacity expanding from 900 to 1,150 KLPD; targeting entry into IMFL value segment within two years.
Risks
Fire incident at Bathinda unit caused temporary shutdown; margin pressures in ENA and Ethanol supplied to private buyers.
Last quarter's promises, checked
Delivered
- Acquire 25% Svaksha stake by June 2026 → Stake acquired (= BEAT)
- Commence 150 KLPD Bathinda unit by July 2026 → Unit operational (= BEAT)
- Maintain distillery EBITDA margins (~11%) → Reported 10.5% (= BEAT)
Partly delivered
- Target 75% capacity utilization from Q2 → Fire incident caused temporary shutdown (= PARTIAL)
Missed
- Expected FY27 revenue growth from 150 KLPD unit → Q1FY27 revenue down 24% YoY (= MISS)
Investor Presentation filed with NSE, NSE: BCLIND. Summary written with AI assistance from the document.
BCL Industries Ltd: key numbers
- Share price
- ₹31.55
- Market cap
- ₹931.2 Cr
- Revenue (annual)
- ₹2,792 Cr
- Net profit (annual)
- ₹115.0 Cr
- P/E (TTM)
- 7.8×Sector 42.0×
- Promoter holding
- 58.23%+0.00% QoQ
- FII holding
- 0.24%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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