TruAlt Bioenergy Limited has informed the Exchange about Transcript of the Earnings Conference Call pertaining to the Unaudited Financial Results for the quarter and nine months ended December 31, 2025.
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TruAlt Bioenergy reported 9M FY26 total income of INR1,187 crores, up 13.28% YoY, with EBITDA at INR170.99 crores and PAT at INR35.92 crores. Q3 FY26 revenue surged 70% YoY to INR730.86 crores, though PAT dipped marginally to INR69.19 crores from INR75.19 crores due to deferred tax adjustments and partial plant operations (58 days). All five ethanol plants are now fully operational with 95%+ capacity utilization and a monthly run rate of 5.5-6 crore liters. The CBG segment showed strong performance with 63% EBITDA margin and 43% PAT margin for 9M. Management plans 24 new CBG plants (10 with GAIL, 14 with Sumitomo) over 2-3 years, capex of ~INR1,650 crores. A 100 million liter SAF plant in Andhra Pradesh is targeted for commissioning by July-Oct 2027 with capex of ~INR2,000 crores.
Positive: Q4 FY26 guidance of 20-22% ethanol EBITDA margin and 90-95% capacity utilization signals margin recovery as full operations absorb fixed costs. Strong CBG margins and visibility on multi-year expansion (CBG + SAF) provide growth pipeline, though high capex commitments (INR3,650+ crores) raise leverage concerns. Short-term investors may react to Q3 PAT dip, but long-term story remains intact with diversification across ethanol, CBG, SAF, and retail.