| Revenue growth | Sugar performance resilient despite INR 30/quintal cane price hike. |
|---|---|
| Margins | Ethanol margins pressured; PLA expected to deliver 35% structural margins. |
| Demand visibility | Strong domestic sugar pricing; record low 4.3M ton closing stocks. |
| Management confidence | Aggressively optimistic on PLA bioplastics and global pricing tailwinds. |
Growth
Cane crushing up 5.2% YoY; sugar recovery stable at 11.24% despite UP state-wide yield headwinds.
Outlook
PLA project commissioning target Q3 FY26; aiming for 35% EBITDA margins on bioplastics segment.
Risks
Three-year freeze on ethanol prices vs rising cane costs; potential PLA market adoption delays.
Last quarter's promises, checked
Delivered
- Guided 1043 lakh quintals cane crushing → delivered 1043 lakh quintals (= BEAT)
- Guided INR 450 Cr fundraise → delivered INR 450 Cr via preferential shares (= BEAT)
- Guided sugar recovery ~11.28% → delivered 11.24% (= BEAT)
Partly delivered
- Guided PLA project completion → delivered commissioning target moved to Q3 FY26 (= PARTIAL)
Missed
- Guided ethanol price revision → delivered 3-year price freeze (= MISS)
Earnings Call Transcript filed with NSE, NSE: BALRAMCHIN. Summary written with AI assistance from 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
All →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.
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
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
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.
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.
Balrampur Chini Mills Investor Presentation: Key Takeaways
Balrampur Chini reported stable Q1 FY27 performance with improved revenues in Sugar and Distillery segments. Strategy focuses on maximizing cane value and commissioning a new 80,000-tonne PLA plant by December 2026.