ALFA Finder| Revenue growth | H1 revenue -14% YoY; Q2 revenue -3% YoY |
|---|---|
| Margins | Q2 EBITDA margin flat at 9.5%; H1 up to 10% from 8.1% |
| Order book | 1,51,109 KL ESY25-26; 4.37 Cr Ltr extra Q4 allocation |
| Demand visibility | ESY25-26 order book 15.11 crore litres after OMC addition |
Growth
H1FY27 revenue Rs1,327 Cr (-14% YoY). H1 EBITDA Rs132 Cr (+5.9%). H1 PAT flat at Rs65 Cr.
Outlook
No numeric growth guidance. Distillery capacity to 1,150 KLPD via Haryana projects. Svaksha acquisition outlay about Rs55 Cr.
Risks
200 KLPD plant shut 19 Jun to 28 Aug after fire. Maize ethanol price cut to Rs68.86/L. Refinery EBITDA margin fell to 3.72%.
Last quarter's promises, checked
Delivered
- 200 KLPD restart in ~15 days (~29 Aug) → back 28 Aug (= BEAT)
- Svaksha 25% buyout within stipulated timeline → completed 30 Jun, now 100% owned (= BEAT)
Partly delivered
- ~4.5 Cr L extra OMC order book → 4.37 Cr L extra Q4 allocation (= PARTIAL)
Missed
- Steady-state EBITDA margin 10-12% → Q2 9.5% (= MISS)
- Fatehabad 250 KLPD construction start by Aug → held pending industry clarity (= MISS)
Investor Presentation filed with BSE, NSE: BCLIND. Summary written with AI assistance from the document.
BCL Industries Ltd: key numbers
- Share price
- ₹28.93
- Market cap
- ₹853.9 Cr
- Revenue (annual)
- ₹2,792 Cr
- Net profit (annual)
- ₹115.0 Cr
- P/E (TTM)
- 7.1×Sector 40.7×
- 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 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.
BCL Industries Other Announcement
BCL Industries Limited has filed its Business Responsibility & Sustainability Report (BRSR) for the financial year 2025-26. This report forms a part of the Integrated Annual Report.