Bcl Industries Limited has informed the Exchange about Transcript
BCLIND · price
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BCL Industries reported Q4 FY25 revenue of INR 747 crores, up 21% YoY, with EBITDA of INR 52 crores (7% margin). For full FY25, revenue grew 32% YoY to INR 2,910 crores with PAT of INR 95.7 crores, driven by 51% growth in ethanol volumes. The company is commissioning a 150 KLPD ethanol expansion at Bathinda by December 2025, a 75 KLPD biodiesel plant by July 2025, and a 60 TPH paddy straw boiler by November 2025. Management highlighted margin improvement ahead due to softening maize prices (INR 24-25.5/kg), reinstatement of FCI rice at INR 22.5/kg, and a phased exit from the low-margin edible oil business. New CEO Varun Gupta was appointed to support growth. Dividend of INR 0.26 declared; total debt of ~INR 260+ crores being reduced via internal accruals.
The phased exit from edible oil, expansion into biodiesel, and lower raw material costs support margin expansion in FY26. Shareholders benefit from continued dividend payouts and debt reduction, though the biodiesel margin outlook remains undisclosed, creating some uncertainty around new segment profitability.