Balrampur Chini Mills Limited — PPTs, 11-11-2025: Investor Presentation

Balrampur Chini Mills (BCML) reported FY25 revenue of Rs. 5,415 Cr., standalone Total Comprehensive Income (TCI) of Rs. 345.9 Cr., and EBITDA of Rs. 704.2 Cr. Non-sugar segments (distillery and co-generation) contributed 22.8% to revenue and 29.7% to PBIT, showcasing solid diversification. The company's 5-year average EBITDA stands at Rs. 683 Cr.

A major strategic growth driver is India's first Poly Lactic Acid (PLA) bio-polymer plant with a 250 TPD capacity. This aligns with a sustainable, bio-based economy and offers eco-friendly plastic alternatives. BCML also utilizes sugarcane efficiently for ethanol production, supporting India's E20 blending target.

The PLA project is well underway, with approximately Rs. 1,093 Cr. spent till October 2025, land acquisition complete, and construction initiated. BCML secured ₹140 Cr. in long-term debt for this capital expenditure, eligible for interest subvention, and maintains strong credit ratings (CRISIL AA+/Stable).

Management acknowledges positive government policy support but advocates for higher sugar Minimum Selling Price (MSP) and ethanol prices. While global sugar inventory is increasing, India’s domestic consumption is projected for steady growth. BCML's commitment to ESG is strong, evidenced by an 'A' rating in MSCI ESG, reflecting its vision to be a "greenest" company.