Investor Presentation (FY 2025-26)
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BCL Industries reported FY26 revenue of Rs 2,913 Cr (flat YoY) with EBITDA of Rs 251 Cr (up 18%) and PAT of Rs 126 Cr (up 23%). EBITDA margin improved from 7.3% to 8.6%, and PAT margin from 3.5% to 4.3%. The company successfully exited packaged edible oil business, now focusing on distillery and refinery segments. Q4FY26 saw revenue of Rs 611 Cr (down 18% YoY) but EBITDA up 11% to Rs 58 Cr. Commissioned 150 KLPD additional distillery capacity at Bathinda (total 900 KLPD) and maize oil extraction unit at Svaksha. Country liquor volumes rose 20% YoY. Planned acquisitions include additional 25% stake in Svaksha Distillery by June 2026 and Goyal Distillery in Haryana (250 KLPD), taking total capacity to 1,150 KLPD. Biodiesel plant (75 KLPD) registered with OMCs.
Margin improvement demonstrates successful business restructuring and cost efficiency. Planned acquisitions and capacity expansion support multi-year growth outlook. Strong cash flow of Rs 325 Cr in FY26 provides debt servicing capability.