Balrampur Chini Mills Limited has informed the Exchange about Investor Presentation
BALRAMCHIN · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Balrampur Chini Mills reported Q4 FY26 revenue of Rs. 1,604 crore, up 6.67% year-on-year, but profit before tax fell sharply to Rs. 236 crore from Rs. 312 crore in Q4 FY25. The profit decline was primarily due to an 8% increase in sugarcane prices (UP government raised SAP from Rs. 370 to Rs. 400 per quintal), which compressed sugar segment margins to 9.35% from 9.55%. The distillery segment also faced headwinds as ethanol procurement prices remained unchanged for three consecutive years. The company crushed 622.2 lakh quintals of sugarcane, up 1.6% year-on-year, and maintains strong sugar inventory. The board has approved raising Rs. 450 crore via preferential equity shares to fund capex with no promoter dilution; promoters are contributing Rs. 193 crore. The 80,000 TPA PLA plant remains on track for Q3 FY27 commissioning with Rs. 1,718 crore already spent of the Rs. 3,080 crore capex.
The margin pressure from higher cane costs and subdued distillery realizations will likely weigh on near-term profitability, though the PLA diversification project provides a multi-year growth catalyst. The Rs. 450 crore equity raise without promoter dilution is shareholder-friendly.