Balrampur Chini Mills Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Balrampur Chini's Q1 FY26 earnings call highlights an expected 18% sugar production increase for India in 2025-26. Management is pushing for ethanol price revisions and sugar exports to manage the surplus and ensure sector profitability. The Polylactic Acid (PLA) project is on schedule for October 2026 commissioning, with an ambitious target of full utilization within six months. Rs. 927 crore has been spent on the Rs. 2,850 crore capex. The company is actively developing the domestic PLA market. Despite a Q1 crushing decline due to a short season, management expressed confidence in future growth drivers.