Bcl Industries Limited has informed the Exchange about Investor Presentation
BCLIND · price
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BCL Industries filed its investor presentation for Q1FY26 (quarter ended June 30, 2025). Consolidated total revenue rose 25% year-on-year to Rs 823 crore, while PAT grew 32% to Rs 33 crore, though EBITDA was flat at Rs 56 crore with margins contracting to 6.8% from 8.5% in Q1FY25. The company has fully exited its low-margin edible oil business and is shifting focus entirely to distillery, biodiesel, and renewable energy. Management guided that distillery revenue (including subsidiaries) is expected to exceed Rs 1,900 crore in FY26 and that EBITDA will improve as the edible oil drag is removed. Capacity expansion is on track: a 150 KLPD ethanol plant at Bathinda is targeted for December 2025 commissioning, a 75 KLPD biodiesel plant is to commission before Q2 FY26, and total distillery capacity is set to grow from 700 KLPD to 1,100 KLPD. A comfortable term-loan repayment schedule running through FY32 is presented, supported by average operating cash flows of over Rs 50 crore per year over FY22-25.
The exit from edible oil and capacity-led growth in ethanol/biodiesel could support margin recovery in FY26, but Q1 EBITDA was already under pressure, so the stock may react to how soon new capacity contributes. The clear debt repayment roadmap reduces refinancing risk for shareholders.