ALFA Finder| Margins | Distillery segment margin improved to 12.4%; steady-state guidance 10-12%. |
|---|---|
| Order book | 4.5 crore liters incremental volume from recent Supreme Court OMC allowance. |
| Demand visibility | Full order book for next 3 months; long-term demand from flex-fuel. |
| Management confidence | High; loss from fire expected to be fully recovered via insurance. |
Growth
EBITDA rose 17% YoY; PAT grew 6% YoY to INR 36 Cr. EBITDA margins expanded 370 bps to 10.5%.
Outlook
Commissioned 150 KLPD unit; acquired remaining 25% of Svaksha Distillery. Target margins of 10-12%.
Risks
Fire at Bathinda unit caused temporary shutdown; ENA realizations under pressure due to market oversupply.
Last quarter's promises, checked
Delivered
- Commission 150 KLPD Bathinda unit by Q1 FY27 → Delivered (= BEAT)
- Acquire remaining 25% stake in Svaksha by June 2026 → Delivered (= BEAT)
- Maintain distillery EBITDA margins ~11.8% → Delivered 12.4% (= BEAT)
Partly delivered
- Utilize 75% of new capacity by Q2 → Fire at Bathinda caused temporary shutdown (= PARTIAL)
Missed
- FY26 Revenue INR 2,913 Cr → Q1 FY27 run-rate INR 2,492 Cr (= MISS)
Investor Presentation filed with BSE, 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.