BCL Industries Ltd-$ — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
BCL Industries reported Q1 FY27 consolidated revenue of INR 623 crores versus INR 820 crores in Q1 FY26, with the decline attributed to exit from the packaged oil business. EBITDA rose 17% year-on-year to INR 66 crores with margin improving to 10.5% from 6.8%, while a fire at the Bathinda ethanol storage tank temporarily shut the 200 KLPD plant, which management said is covered by insurance. Management also reported completion of the Svaksha Distillery acquisition, commissioning of a new 150 KLPD unit, and growth in the country liquor business volumes.
BCL Industries reported FY26 total revenue of INR2,913 crores, EBITDA of INR251 crores up 18% year-on-year with margin improving to 8.6%, and PAT of INR126 crores up 23% year-on-year. Management highlighted completion of an additional 150 KLPD grain-based distillery at Bathinda, taking installed capacity to 900 KLPD, along with growth in ENA/SBF volumes and the PML product portfolio. The company also discussed its exit from packaged edible oil, continued soft oil refinery and trading operations, and plans for a further 250 KLPD distillery expansion at Fatehabad.