Trualt Bioenergy Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
TruAlt Bioenergy reported Q1 FY27 ethanol segment revenue of INR626.90 crores with EBITDA of INR147.3 crores and PAT of INR59.3 crores, driven by higher plant utilization following the conversion of three of five units to dual-feed operation. The company operated at about 60% capacity utilization in the ethanol business and reported CBG segment revenue of about INR11 crores with a PAT margin of roughly 40-45%. Management also described progress on new CBG joint ventures with Sumitomo and GAIL, a sustainable aviation fuel project, and its fuel retail network expansion.
TruAlt Bioenergy reported FY26 standalone revenue of Rs 1,704 crore, down from Rs 1,880 crore a year earlier, with management attributing the decline to a changed ethanol tender allocation methodology by oil marketing companies that reduced the volumes allotted to the company. EBITDA margin improved to 19.81% from 18.98%, but PBT fell to Rs 109.47 crore from Rs 152.15 crore and PAT fell to Rs 80.26 crore from Rs 140 crore, due to higher depreciation and finance costs following capitalisation of the dual-feed ethanol plant conversions. Management also described progress on CBG joint ventures with Sumitomo and GAIL, a proposed Sustainable Aviation Fuel plant in Andhra Pradesh, and expansion of franchisee-model fuel retail outlets.