Bcl Industries Limited has informed the Exchange about Investor Presentation
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BCL Industries reported FY26 total revenue of Rs 2,913 Cr (flat YoY), with EBITDA of Rs 251 Cr (up 18%) and PAT of Rs 126 Cr (up 23%), indicating margin improvement. EBITDA margin expanded to 8.6% from 7.3% in FY25. Q4FY26 revenue declined 18% YoY to Rs 611 Cr due to lower ethanol prices, though EBITDA margin improved to 9.5% from 7%. The company has successfully exited the packaged edible oil business and commissioned 150 KLPD distillery capacity at Bathinda, taking total installed grain-based distillery capacity to 900 KLPD. Distillery segment revenue grew significantly (ENA at Rs 352 Cr, Ethanol at Rs 1,276 Cr for FY26). Country liquor volumes rose 20% YoY with new brand launches. The company plans to enter IMFL segment (whiskey and vodka) within 2 years and has 75 KLPD biodiesel plant registered with OMCs.
Margin expansion and operational efficiency improvements signal strengthening fundamentals despite revenue headwinds from ethanol price weakness. The capacity expansion and acquisition plans (Svaksha remaining 25% stake by June 2026, Goyal Distillery 250 KLPD) position BCL for future growth in India's grain-based ethanol sector, though near-term execution risks exist with pending government C2 tender allocation.