ALFA Finder| 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
- ₹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.
More from Balrampur Chini Mills Ltd
All →Balrampur Chini Mills Earnings Call Transcript: Key Takeaways
Sugar segment drives growth via higher realizations, while distillery margins remain suppressed by stagnant ethanol pricing.
Balrampur Chini Mills Dividend
Balrampur Chini Mills declared an interim dividend of Rs 4.00 per share for FY 2026-27. The record date is November 11, 2026, with payment by November 26, 2026.
Balrampur Chini Mills Results Update
Balrampur Chini Mills reported Q2 FY27 consolidated revenue of Rs 1,876.28 crore, up 12.3%, with EBITDA up 42.4%. The company also declared an interim dividend of Rs 4.00 per share.
Balrampur Chini Mills Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue Rs.1,876 Cr (+12.3%); standalone EBITDA margin 9.1% (vs 7.2%). Sugar PBIT up 166%; distillery margins compressed.
Balrampur Chini Mills Other Announcement
Balrampur Chini Mills Limited submitted its Monitoring Agency Report for the quarter ended September 30, 2026. The report confirms the utilization of Rs. 450 Crore raised through a preferential issue with no deviations.
- Value
- ₹450.0 Cr
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