TRUALTNSETruAlt Bioenergy LimitedMediumNeutral
Announced Fri, 22 May · 17:13 IST

TruAlt Bioenergy Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

TRUALT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.3%1-day move
₹494.50
prior close
₹440.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-3.0-0.5-0.7-1.7-0.3-0.3-1.7+0.2+2.9+2.1+0.5-6.1-14.8
Up moveDown movePending
AI summary

TruAlt Bioenergy reported a challenging FY2025-26 with standalone total income declining 8.64% to ₹1,772.94 crore due to sharp cuts in ethanol lifting by Oil Marketing Companies (OMCs) despite fully operational capacities. Q4 standalone revenue fell 32.46% quarter-on-quarter to ₹616.62 crore. Standalone PAT dropped 43.09% to ₹80.03 crore for the full year. The company highlighted a pending ~15 crore litre ethanol allocation backed by Karnataka High Court, representing estimated revenue potential of ₹1,062 crore. The ethanol segment saw 11.33% revenue decline, while CBG emerged as a bright spot with 185% PAT growth to ₹18.06 crore. The company transitioned ~1,300 KLPD of its 2,000 KLPD ethanol capacity to dual-feed operations for near year-round production.

Likely market impact

Shareholders face near-term earnings pressure from reduced OMC ethanol allocations and competitive retail fuel margins, though the pending ₹1,062 crore court order and growing CBG contribution provide recovery potential. The strategic shift to multi-feed ethanol and expansion into SAF represent long-term value drivers amid India's energy transition push.