ALFA Finder
The call ran from 12:01 PM to 12:41 PM IST (40 min).
Key takeaways
Sugar segment drives growth via higher realizations, while distillery margins remain suppressed by stagnant ethanol pricing.
| Revenue growth | Sugar-led growth; realizations up ₹4.8/kg QoQ. |
|---|---|
| Margins | Sugar margins expanding; distillery margins compressed by FRP hikes. |
| Demand visibility | Firm domestic sugar prices; global supply deficit expected. |
| Management confidence | Cautiously optimistic; emphasizes patience for new PLA segment results. |
Growth
Sugar PBIT increased 166% to ₹140 Cr; distillery impacted by unrevised ethanol procurement prices.
Outlook
PLA project commissioning in Nov 2026; targeting 18-20 Cr liters ethanol production for upcoming season.
Risks
Expected 2% decline in cane availability; rising raw material costs (₹100 Cr impact per ₹10 cane price hike).
Last quarter's promises, checked
Delivered
- Guided PLA commissioning Dec 2026 → commissioning Nov 2026 (= BEAT)
Partly delivered
- Guided ~40% avg capacity utilisation Jan–Mar 2027 → not yet reported (= PARTIAL)
Missed
- Guided lactic acid commissioning Oct 2026 → commissioning Nov 2026 (= MISS)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Balrampur Chini Mills Q2 FY27 Results: Net Profit ₹102.3 Cr, Up 89.8% YoY
Balrampur Chini Mills Ltd reported revenue from operations of ₹1,876 Cr (+12.3% YoY) and net profit of ₹102.3 Cr (+89.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹102.3 Cr · +89.8% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
PLA project commissioning target Q3 FY26; aiming for 35% EBITDA margins on bioplastics segment.
Growth they described
Cane crushing up 5.2% YoY; sugar recovery stable at 11.24% despite UP state-wide yield headwinds.
Call details
| Company | Balrampur Chini Mills Limited |
|---|---|
| NSE symbol | BALRAMCHIN |
| ISIN | INE119A01028 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 12:00 PM IST |
| Length | 40 min |
| Audio | Our stream on YouTube ↗ |
Balrampur Chini Mills Limited: key numbers
- Share price
- ₹654.35
- Market cap
- ₹13,849 Cr
- Revenue (annual)
- ₹6,271 Cr
- Net profit (annual)
- ₹378.5 Cr
- P/E (TTM)
- 33.0×Sector 29.0×
- Promoter holding
- 42.79%-0.07% QoQ
- FII holding
- 8.96%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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