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Investor Presentation

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.

Highlights
MarginsHigher sugar realizations offsetting increased cane and distillery costs.
Order bookEncouraging progress on product development and customer trials.
Demand visibilityTight domestic sugar inventory expected to firm up prices.
Management confidenceHigh for long-term PLA project and sugar pricing outlook.

Growth

Revenues improved across segments driven by higher sugar realizations and distillery volumes. Inventory drawdown supports near-term profitability.

Outlook

PLA project capex of INR 2180cr spent; commissioning October (Lactic) and December (PLA). Target 40% average capacity utilization for PLA.

Risks

Potential government restrictions on B-heavy/juice diversion; uncertainty in global production and monsoon progress; higher sugarcane costs.

Last quarter's promises, checked

Delivered

  • PLA plant commissioning → On track for Oct/Dec 2026 (= BEAT)
  • PLA Capex INR 3080cr → INR 2180cr spent by July 2026 (= BEAT)
  • Sugar inventory drawdown → Stock reduced as predicted (= BEAT)

Partly delivered

  • 35% PLA EBITDA margin target → Maintained as aspiration (= PARTIAL)
Source

Investor Presentation filed with BSE, 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.

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Balrampur Chini Mills Other Announcement

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11:00 IST BSE
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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.