| Revenue growth | Flat YoY revenue at ₹2,913cr; distillery segment growth offset edible oil exit. |
|---|---|
| Margins | EBITDA margins improved 130bps to 8.6% via fuel cost savings. |
| Demand visibility | Strong visibility from OMCs and liquor segments; tailwinds from E20 mandates. |
| Management confidence | Balanced; optimistic on E20/E30 blending but cautious on commodity price volatility. |
Growth
Revenue grew marginally; however, EBITDA rose 18% YoY driven by 8.6% margin expansion and better product mix.
Outlook
Targeting 1,150 KLPD capacity within two years; expects ₹300cr revenue from new 150 KLPD Bathinda unit.
Risks
Vulnerability to volatile raw material (maize/rice) prices and dependence on government ethanol blending mandates.
Earnings Call filed with BSE, NSE: BCLIND. Summary written with AI assistance from 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.
More from BCL Industries Ltd
All →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.
BCL Industries Investor Presentation: Key Takeaways
BCL Industries reported Q1 FY27 results with consolidated revenue of INR 623 Cr and EBITDA of INR 66 Cr. Strategy focuses on core distillery expansion while exiting packaged oil.
BCL Industries Earnings Call Transcript: Key Takeaways
BCL Industries shows resilience despite a major fire at its Bhatinda distillery and exit from edible oils. Margins improved via vertical integration and higher ENA volumes despite lower ethanol realizations from private buyers.
BCL Industries Investor Presentation: Key Takeaways
BCL Industries reported Q1FY27 consolidated revenue of Rs 628 Cr, down 24% YoY but up 3% QoQ. Strategy focuses on distillery expansion and premiumization of the country liquor portfolio.
BCL Industries Q1 FY27 Results: Net Profit ₹35.5 Cr, Up 6.0% YoY
BCL Industries Ltd reported revenue from operations of ₹623.4 Cr (-24.0% YoY) and net profit of ₹35.5 Cr (+6.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹35.5 Cr · +6.0% YoY
BCL Industries Earnings Call: Key Takeaways
BCL Industries reported FY26 revenue of ₹2,913cr and PAT of ₹126cr, focusing on ethanol expansion and distillery integration while exiting the packaged oil business.