Balrampur Chini Mills Limited has informed the Exchange about Investor Presentation
BALRAMCHIN · price
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Balrampur Chini Mills reported mixed FY25 results, with full-year consolidated revenue falling to Rs. 5,415 crore (from Rs. 5,594 crore) and PBT declining to Rs. 439 crore (from Rs. 543 crore), a margin drop from 9.7% to 8.1%. However, Q4 FY25 showed improvement, with revenue up 4.8% to Rs. 1,504 crore and PBT margin expanding to 20.7% from 20.2%. The sugar segment posted strong Q4 performance with 5.9% higher realizations at Rs. 40.47/kg and 17.8% PBIT margin, while the distillery segment suffered from the government's decision not to raise ethanol prices, with FY25 PBIT margin falling to 13.4% from 19.3%. The 80,000-tonne PLA bioplastic project remains on track for Q3 FY27 commissioning, with Rs. 800 crore already spent and management targeting Rs. 2,000 crore revenue and ~35% EBITDA margin at full capacity. The company has availed Rs. 395 crore in long-term debt for the PLA project, which is eligible for a 5% interest subvention under the UP Bioplastic Policy.
Shareholders get a mixed picture: sugar business is doing well on pricing, but distillery margins are under government policy pressure, and the big-ticket PLA project will increase leverage with Rs. 1,650 crore of debt planned. Near-term, the stock may react to the FY25 profit decline, while the PLA project remains a long-term value driver with attractive targeted returns.