| Revenue growth | 606% YoY surge in Q2 to ₹811 Cr, purely organic execution. |
|---|---|
| Margins | EBITDA margins moderated to 14% from 18% due to RM spikes. |
| Order book | Current pending ethanol orders stand at 8.5 crore liters. |
| Demand visibility | Strong visibility from OMCs; recent Supreme Court judgment increased ethanol allocation. |
| Management confidence | Confident, highlighting operational leverage and strategic shifts to CBG and SAF. |
Growth
Volume-led growth with H1 revenue reaching ₹1,438 Cr. EBITDA margins normalized to 14.03% due to feedstock spikes.
Outlook
Projecting ₹20-25 Cr CBG revenue soon; targeting 75-80% capacity utilization across all units by year-end.
Risks
Feedstock costs increased 25-30% this quarter; government bans on sugarcane juice for ethanol limit raw material flexibility.
Last quarter's promises, checked
Delivered
- Guided 3 of 4 Sumitomo CBG plants near commissioning → 4 operational (= BEAT)
Partly delivered
- Guided 15 cr L court-case allocation → SC judgment raised allocation, volume unquantified (= PARTIAL)
- Guided deleveraging plan 'next call' → D/E 0.59x to 0.55x, no plan disclosed (= PARTIAL)
Missed
- Guided 90–95% utilization for balance 2 qtrs → now targeting 75–80% by year-end (= MISS)
- Guided 11–12 cr L Q2 ethanol sales → ~10.8 cr L implied (19.07 H1 − 8.29 Q1) (= MISS)
Earnings Call Transcript filed with NSE, NSE: TRUALT. Summary written with AI assistance from the document.
TruAlt Bioenergy Ltd: key numbers
- Share price
- ₹375.75
- Market cap
- ₹3,222 Cr
- Revenue (annual)
- ₹1,728 Cr
- Net profit (annual)
- ₹95.95 Cr
- P/E (TTM)
- 14.6×Sector 26.2×
- Promoter holding
- 71.38%+0.83% QoQ
- FII holding
- 0.62%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TruAlt Bioenergy Ltd
All →TruAlt Bioenergy Investor Presentation: Key Takeaways
Q2 FY27 consolidated total income ₹823.74 Cr, PAT ₹34.99 Cr, EBITDA margin 12.47%. H1 PAT ₹94.27 Cr, EBITDA ₹233.92 Cr (16.27% margin). Strategy: integrated bioenergy across ethanol, CBG, SAF, retail.
TruAlt Bioenergy Results Update
TruAlt Bioenergy reported H1 FY27 revenue of ₹1,437.98 crore, EBITDA of ₹233.92 crore and PAT of ₹94.27 crore via press release. Results reverse last year's H1 loss.
TruAlt Bioenergy Q2 FY27 Results: Turns Profitable, Net Profit ₹35 Cr
TruAlt Bioenergy Ltd reported revenue from operations of ₹811.1 Cr (+605.9% YoY) and net profit of ₹35 Cr for Q2 FY27.
- Key figure
- Net profit ₹35 Cr
TruAlt Bioenergy Management Change
Mr. Monu Kumar resigned as Company Secretary and Compliance Officer of TruAlt Bioenergy Limited, effective October 16, 2026, due to personal reasons.
TruAlt Bioenergy Other Announcement
The company submitted its quarterly shareholding pattern for the period ended September 30, 2026, as required by regulatory compliance.
TruAlt Bioenergy Board Meeting Date
TruAlt Bioenergy announced a board meeting on October 23, 2026, to consider and approve unaudited financial results for the quarter and half-year ended September 30, 2026.