Balrampur Chini Mills Limited has informed the Exchange about Investor Presentation
BALRAMCHIN · price
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Balrampur Chini Mills reported Q1 FY26 consolidated revenue of Rs. 1,542.27 crores, up 8.5% year-on-year, driven by higher volumes and realizations in sugar and distillery segments. However, profitability fell sharply — consolidated PBT dropped to Rs. 73.08 crores from Rs. 102.38 crores, and Total Comprehensive Income declined to Rs. 51.37 crores from Rs. 69.97 crores. Sugar segment PBIT plunged to Rs. 48.07 crores as sugarcane crushing fell ~66% and sugar production declined ~65% due to lower cane availability, leaving fixed costs under-absorbed. The distillery segment held steady with PBIT of Rs. 77.66 crores. The Polylactic Acid (PLA) project is progressing — Rs. 927 crores spent till July 2025, with construction underway and commissioning targeted for Q3 FY27, expected to generate ~Rs. 2,000 crores revenue at 35% EBITDA margin at full capacity.
Weak quarterly earnings reflect seasonal sugar headwinds rather than structural issues, but near-term margins remain under pressure until cane availability normalizes. Investors will track government decisions on ethanol price revisions, sugar MSP, and export policy as near-term catalysts, while the PLA project represents a significant long-term growth lever.