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Investor Presentation

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.

Highlights
Revenue growthConsolidated revenue +12.3% YoY to Rs.1,876 Cr
MarginsStandalone EBITDA margin 9.1% vs 7.2%; distillery margin compressed
Demand visibilitySugar consumption rising; 2026-27 production expected lower
Management confidencePositive on tight sugar supply and price support

Growth

Consolidated PBT Rs.151.56 Cr (+89.8%); basic EPS Rs.4.84 vs Rs.2.67. H1FY27 revenue Rs.3,513 Cr (+9.3%).

Outlook

PLA 80,000 TPA plant to commence commercial operations in Q4FY27. Gross capex ~Rs.3,080 Cr; interim dividend Rs.4.00/share.

Risks

Distillery PBIT down 34% on unrevised ethanol procurement prices. West Asia cost pressure; UP sugarcane SAP still pending.

Last quarter's promises, checked

Delivered

  • Guided firm sugar prices; carrying cost Rs.37.19/kg → realised Rs.46.40/kg (+14.5% YoY) (= BEAT)
  • Guided net-net positive from sugar offsetting distillery → sugar PBIT Rs.140.75 Cr (+166%) vs distillery PBIT -34% (= BEAT)

Partly delivered

  • Guided distillery targets intact → distillery PBIT -34%; volumes undisclosed (= PARTIAL)

Missed

  • Guided PLA production in Dec-2026 → commercial ops only Q4FY27 (Jan–Mar 2027) (= MISS)
Source

Investor Presentation filed with NSE, NSE: BALRAMCHIN. Summary written with AI assistance from the document.

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Balrampur Chini Mills Ltd: key numbers

Share price
₹673.00
Market cap
₹14,243 Cr
Revenue (annual)
₹6,271 Cr
Net profit (annual)
₹378.5 Cr
P/E (TTM)
38.4×Sector 27.9×
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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Financial Results

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