| Margins | EBITDA margin expanded to 10.5% from 6.8% YoY. |
|---|---|
| Order book | Actively competing to maintain 100% capacity utilization. |
| Demand visibility | Strong demand in PML; 46% YoY volume growth. |
Growth
EBITDA grew 17% YoY to Rs 66 Cr; PAT rose 6% YoY to Rs 36 Cr. Consolidated EBITDA margins improved 370 bps YoY to 10.5%.
Outlook
Distillery capacity expanding from 900 to 1,150 KLPD; targeting entry into IMFL value segment within two years.
Risks
Fire incident at Bathinda unit caused temporary shutdown; margin pressures in ENA and Ethanol supplied to private buyers.
Last quarter's promises, checked
Delivered
- Acquire 25% Svaksha stake by June 2026 → Stake acquired (= BEAT)
- Commence 150 KLPD Bathinda unit by July 2026 → Unit operational (= BEAT)
- Maintain distillery EBITDA margins (~11%) → Reported 10.5% (= BEAT)
Partly delivered
- Target 75% capacity utilization from Q2 → Fire incident caused temporary shutdown (= PARTIAL)
Missed
- Expected FY27 revenue growth from 150 KLPD unit → Q1FY27 revenue down 24% YoY (= MISS)
Investor Presentation filed with NSE, NSE: BCLIND. Summary written with AI assistance from the document.
BCL Industries Ltd: key numbers
- Share price
- ₹29.90
- Market cap
- ₹882.5 Cr
- Revenue (annual)
- ₹2,792 Cr
- Net profit (annual)
- ₹115.0 Cr
- P/E (TTM)
- 7.3×Sector 41.3×
- Promoter holding
- 58.23%+0.00% QoQ
- FII holding
- 0.12%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 Earnings Call Transcript: Key Takeaways
Q2 and H1 FY27 revenue ₹695 Cr and ₹1,319 Cr; Q2 EBITDA ₹66 Cr at 9.5% margin, PAT ₹29 Cr. Ethanol margins under pressure from maize costs; management cautious on near-term ethanol, optimistic on CBG and IMFL.
BCL Industries Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue Rs699 Cr (-3% YoY) and PAT Rs29 Cr (-7.4%). H1 EBITDA rose 5.9% to Rs132 Cr, with margin up to 10% from 8.1%.
BCL Industries Q2 FY27 Results: Net Profit ₹29.2 Cr, Down 7.3% YoY
BCL Industries Ltd reported revenue from operations of ₹695.3 Cr (-3.4% YoY) and net profit of ₹29.2 Cr (-7.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹29.2 Cr · -7.3% YoY
BCL Industries Board Meeting Date
BCL Industries intimated its Board will meet on 02 November 2026 to approve Q1 FY27 results. Trading window remains closed until results are declared to the public.
BCL Industries Other Announcement
BCL Industries Ltd has filed its quarterly shareholding pattern under Regulation 31, disclosing the distribution of equity among promoters and public shareholders.
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.