| Margins | Distillery segment margin improved to 12.4%; steady-state guidance 10-12%. |
|---|---|
| Order book | 4.5 crore liters incremental volume from recent Supreme Court OMC allowance. |
| Demand visibility | Full order book for next 3 months; long-term demand from flex-fuel. |
| Management confidence | High; loss from fire expected to be fully recovered via insurance. |
Growth
EBITDA rose 17% YoY; PAT grew 6% YoY to INR 36 Cr. EBITDA margins expanded 370 bps to 10.5%.
Outlook
Commissioned 150 KLPD unit; acquired remaining 25% of Svaksha Distillery. Target margins of 10-12%.
Risks
Fire at Bathinda unit caused temporary shutdown; ENA realizations under pressure due to market oversupply.
Last quarter's promises, checked
Delivered
- Commission 150 KLPD Bathinda unit by Q1 FY27 → Delivered (= BEAT)
- Acquire remaining 25% stake in Svaksha by June 2026 → Delivered (= BEAT)
- Maintain distillery EBITDA margins ~11.8% → Delivered 12.4% (= BEAT)
Partly delivered
- Utilize 75% of new capacity by Q2 → Fire at Bathinda caused temporary shutdown (= PARTIAL)
Missed
- FY26 Revenue INR 2,913 Cr → Q1 FY27 run-rate INR 2,492 Cr (= MISS)
Investor Presentation filed with BSE, NSE: BCLIND. Summary written with AI assistance from the document.
BCL Industries Ltd: key numbers
- Share price
- ₹31.39
- Market cap
- ₹926.5 Cr
- Revenue (annual)
- ₹2,792 Cr
- Net profit (annual)
- ₹115.0 Cr
- P/E (TTM)
- 7.7×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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