Bcl Industries Limited — PPTs, 14-02-2025: Investor Presentation

**Q3 & 9MFY25 Financial Highlights**

For the quarter, total revenue reached ₹763 Cr, up 18.1% year-on-year, with a decline in EBITDA to ₹48 Cr, representing a margin of 6%. Profit After Tax (PAT) decreased to ₹21 Cr, with margins at 3%. For the nine-month period, revenue totaled ₹2,172 Cr, reflecting a growth of 36.3%. EBITDA was ₹161 Cr, yielding a margin of 7%, while PAT was ₹75 Cr, with margins at 3%. The company focused on optimizing its distillery operations, achieving 100% capacity utilization at Svaksha Distillery while managing raw material cost pressures.

**Strategic Initiatives and Growth Drivers**

BCL Industries is expanding its distillery capacity from 700 KLPD to 1,100 KLPD and is on track to establish a 75 KLPD biodiesel plant that is expected to enhance overall production efficiency and value addition, supporting the company’s growth trajectory in renewable energy.

**Market Position and Competitive Advantage**

The company leverages its strong expertise in grain sourcing and production of grain-based ethanol and ENA, tapping into regulatory tailwinds favoring sustainable energy. BCL’s strategic positioning in grain processing and its diversified product mix represent key competitive advantages.

**Investor Implications**

Investors should note BCL's commitment to increasing capacity and profitability in its distillery segment, coupled with a robust demand for ethanol driven by government policies. While recent cost pressures pose risks, the company’s initiatives in renewable energy and product diversification could drive long-term growth, indicating a positive outlook.