Operational data of sugar factories for the month of July 2025.
RAJSREESUG · price
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Rajshree Sugars shared monthly operational numbers for its three sugar units (Theni, Mundiyampakkam, and Semmedu) for July 2025, compared with July 2024 and cumulative season-to-date figures. In July 2025, cane crushing rose sharply at Unit I (15,888 MT vs 9,042 MT) but fell at Unit II (61,708 MT vs 74,229 MT) and Unit III (3,482 MT vs 16,721 MT). Sugar sales in July 2025 dropped across all three units versus July 2024, most steeply at Unit III (55 MT vs 2,504 MT). On a season-to-date basis, total cane crushed (~7.09 lakh MT vs ~12.00 lakh MT) and sugar production (~59,867 MT vs ~1,02,349 MT) are both down roughly 40% compared with the previous sugar season. Cogeneration power export to the grid also fell at Units II and III, though Unit I saw an increase.
The sharp ~40% drop in cumulative cane crushing and sugar production suggests weaker operational performance this season, which may pressure revenue and margins for shareholders. Investors should watch upcoming monthly data to see if this is a seasonal timing issue or a structural concern.