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Earnings Call

Balrampur Chini Mills Earnings Call: Key Takeaways

Management is pivoting toward high-margin bio-plastics (PLA) and gypsum, raising ₹450cr to offset a ₹230cr project cost overrun and ensure liquidity.

Why this was an Alfa AlertNot a filter event. Cost overruns and project updates provided without material primary metric beats above guided upper ends.
Highlights
MarginsAnticipating high margins from value-added byproduct monetization like Lacto-gypsum.
Demand visibilityPositive outlook for eco-friendly products like gypsum boards and PLA.
Management confidenceBalanced but cautious regarding global supply chain disruptions and project costs.

Growth

Project cost for PLA rose to ₹3080cr; Lacto-gypsum plant adds ₹150cr revenue potential with 5-year payback.

Outlook

PLA commissioning target remains Q3; Gypsum plant commercial production expected in 18 months.

Risks

Significant execution risk from a 9% project cost overrun and dependency on volatile global raw material/shipping prices.

Source

Earnings Call filed with NSE, NSE: BALRAMCHIN. Summary written with AI assistance from the document.

Read the document ↗

Balrampur Chini Mills Ltd: key numbers

Share price
₹685.80
Market cap
₹14,511 Cr
Revenue (annual)
₹6,271 Cr
Net profit (annual)
₹378.5 Cr
P/E (TTM)
39.1×Sector 29.0×
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

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18:41 IST NSE
Other Announcement

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.

11:00 IST BSE
Business Update

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
18:05 IST BSE
Debt & Borrowing

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
20:05 IST NSE
Annual General Meeting

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.

14:36 IST NSE
Other Announcement

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.