BALRAMCHINBSEBalrampur Chini Mills LtdMediumNeutral
Announced Fri, 15 May · 23:08 IST

Press Release on Q4 FY26 Financial Results

Mgmt Guided Margin PressureInvestor Communications View source PDF

BALRAMCHIN · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+2.4%1-day move
₹537.00
prior close
₹530.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.8+0.2+0.1-0.2+2.4-1.0+0.1-0.4-1.0-1.2-0.3+3.3+11.5
Up moveDown movePending
AI summary

Balrampur Chini Mills reported Q4 FY26 revenue of Rs 1,604 crore, up 6.7% YoY, driven by higher sugar volumes and marginal realization improvement. However, EBITDA dropped 22% to Rs 285 crore due to 8% increase in sugarcane price (Rs 370 to Rs 400 per quintal) which compressed margins. For the full year FY26, revenue rose 15.8% to Rs 6,271 crore while EBITDA improved 5.3% to Rs 741 crore. The company is raising Rs 450 crore via preferential equity shares with promoters contributing Rs 193 crore without any dilution. The 80,000 TPA PLA plant remains on track with revised capex of Rs 3,080 crore, expected to start operations in Q3 FY27. The distillery segment remained subdued as government has not increased ethanol procurement prices for three consecutive years.

Likely market impact

The stock may face pressure in the short term due to significant margin contraction in Q4 despite revenue growth. The capital raise without promoter dilution and the on-track PLA plant development are positive long-term signals, but the suppressed ethanol prices continue to weigh on the distillery segment profitability.