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Earnings Call

BCL Industries Earnings Call: Key Takeaways

BCL Industries reported Q4 FY26 revenue of ₹611 Cr with 9.5% EBITDA margins. Management is pivoting from packaged oil to high-margin distillery and oil trading verticals.

Highlights
Revenue growthFY26 revenue ₹2,913 Cr, slight 0.2% YoY dip.
MarginsFY26 EBITDA margin improved 130 bps to 8.6%.
Demand visibilityStrong demand for country liquor (20% volume growth).
Management confidenceHigh, focused on premiumization and green energy expansion.

Growth

FY26 Revenue was flat at ₹2,913 Cr, but EBITDA grew 18% YoY to ₹251 Cr; PAT rose 23% to ₹126 Cr.

Outlook

Expanding distillery capacity from 900 to 1,150 KLPD; adding 20 MTPD Bio-CNG plant and foraying into IMFL segment.

Risks

Declining ENA and Ethanol prices in private markets; lower government Ethanol allocations offset by pharma exports.

Source

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

Read the document ↗

BCL Industries Ltd: key numbers

Share price
₹33.72
Market cap
₹995.3 Cr
Revenue (annual)
₹2,792 Cr
Net profit (annual)
₹115.0 Cr
P/E (TTM)
8.3×Sector 43.4×
Promoter holding
58.23%+0.00% QoQ
FII holding
0.24%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

BCL Industries Annual General Meeting

BCL Industries held its 50th Annual General Meeting on September 25, 2026. The meeting transacted business including dividend declaration and financial statement adoption.