| Revenue growth | Revenue down 24% YoY due to exit from edible oil business. |
|---|---|
| Margins | Margins expanding due to maize oil extraction and rice husk boilers. |
| Order book | Full order book of 4.5 crore liters via Supreme Court order. |
| Demand visibility | Strong ENA and country liquor traction; ethanol demand tied to OMCs. |
| Management confidence | Balanced; optimistic on distillery segment despite temporary operational setbacks. |
Growth
EBITDA grew 17% YoY and margins expanded 370bps to 10.5%, driven by operational efficiencies in the distillery segment.
Outlook
Commissioning of 150 KLPD Bhatinda unit and Svaksha acquisition completion to mitigate production losses.
Risks
Fire-induced production loss at 200 KLPD unit and sharp ENA price decline to ₹58/liter from ₹70/liter.
Last quarter's promises, checked
Delivered
- Complete Svaksha 25% stake acquisition by June 2026 → Delivered (= BEAT)
- Commission 150 KLPD Bathinda unit by end Q1 FY27 → Delivered (= BEAT)
- Maintain distillery EBITDA margins near 11.8% → Delivered 11.03% (= BEAT)
Partly delivered
- Debt reduction to zero within 5 years → Delivered ₹200cr reduction (= PARTIAL)
Missed
- Revenue growth from 150 KLPD unit at 100% utilization → Delivered 24% YoY drop (= MISS)
Earnings Call Transcript filed with NSE, NSE: BCLIND. Summary written with AI assistance from the document.
BCL Industries Ltd: key numbers
- Share price
- ₹31.56
- Market cap
- ₹931.5 Cr
- Revenue (annual)
- ₹2,792 Cr
- Net profit (annual)
- ₹115.0 Cr
- P/E (TTM)
- 7.8×Sector 42.5×
- 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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