Bcl Industries Limited — PPTs, 13-11-2025: Investor Presentation

BCL Industries is firing on all cylinders in its distillery business, a key player in grain-based ethanol, ENA, and country liquor. Both its plants are running at 100% capacity, leveraging strong demand for ethanol (from maize & FCI rice) and increasing country liquor sales in Punjab. The company is smartly exiting its low-margin edible oil segment to focus on higher-value operations.

Future growth is powered by significant capacity expansion, set to boost distillery output from 700 KLPD to 1,100 KLPD via new units in Bathinda (expected Q4FY26) and the acquisition of Goyal Distillery. BCL is also committed to green energy with a newly registered 75 KLPD biodiesel plant and exploring a Bio-CNG plant, aligning with India's energy transition goals.

The planned exit from edible oil is nearly complete, with units shut down in July 2025. The new Bathinda maize oil extraction unit is commissioned, with Svaksha next in Q3FY26.

For the first half of FY26, consolidated revenue climbed 9.6% to 1,544 Cr. Profitability saw strong gains with EBITDA up 10.5% to 125 Cr and Net Profit surging 19.6% to 65 Cr. Diluted EPS grew 15.4% to 2.02.

Management expects continued full capacity utilization for distilleries and strong momentum in the maize oil extraction segment. The focus remains on sustainable growth and enhancing India's energy security through green initiatives.