ALFA Finder| Revenue growth | Revenue down 24% YoY due to exit from edible oil business. |
|---|---|
| Margins | Margins expanding due to maize oil extraction and rice husk boilers. |
| Order book | Full order book of 4.5 crore liters via Supreme Court order. |
| Demand visibility | Strong ENA and country liquor traction; ethanol demand tied to OMCs. |
| Management confidence | Balanced; optimistic on distillery segment despite temporary operational setbacks. |
Growth
EBITDA grew 17% YoY and margins expanded 370bps to 10.5%, driven by operational efficiencies in the distillery segment.
Outlook
Commissioning of 150 KLPD Bhatinda unit and Svaksha acquisition completion to mitigate production losses.
Risks
Fire-induced production loss at 200 KLPD unit and sharp ENA price decline to ₹58/liter from ₹70/liter.
Last quarter's promises, checked
Delivered
- Complete Svaksha 25% stake acquisition by June 2026 → Delivered (= BEAT)
- Commission 150 KLPD Bathinda unit by end Q1 FY27 → Delivered (= BEAT)
- Maintain distillery EBITDA margins near 11.8% → Delivered 11.03% (= BEAT)
Partly delivered
- Debt reduction to zero within 5 years → Delivered ₹200cr reduction (= PARTIAL)
Missed
- Revenue growth from 150 KLPD unit at 100% utilization → Delivered 24% YoY drop (= MISS)
Earnings Call Transcript 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.