Please find attached the press release and investor presentation on the Q2 Financial results FY25-26 approved by the Board of directors at its meeting held on 13.11.2025.
BCPL · price
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BCPL Railway Infrastructure reported Q2 FY25-26 results with mixed performance. On a standalone basis, revenue declined 9.6% YoY to Rs. 2,548.46 lacs, but EBITDA jumped 51% to Rs. 527.60 lacs with margin expanding sharply from 12.4% to 20.7%, and PAT grew 60.4% to Rs. 334.54 lacs. On a consolidated basis, revenue more than doubled (up 113.6%) to Rs. 6,017.50 lacs and PAT rose 67.8% to Rs. 322.05 lacs, driven by the new Rice Bran Oil Extraction business (Rs. 3,469 lacs in revenue). Management attributed railway segment margin improvement to a shift toward larger EPC contracts, economies of scale, and lower raw material costs. Railway order book stands at Rs. 29,690 lacs. Government removal of the ban on De-oiled Rice Bran (DORB) exports is seen as a positive for the rice bran division, which also started Deoiled DDGS production.
Strong margin expansion and order book visibility are positive signals, but standalone revenue decline and management's note that margins are expected to normalize to long-term averages suggest the standout profitability may not be sustained. Investors should watch execution of the consolidated growth story and any moderation in railway EBITDA margins in coming quarters.