Rajputana Biodiesel Limited — Investor Meet, 20-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rajputana Biodiesel reported a strong H1 FY26, with H2 expected to be heavier. The company expects to complete approximately 100 Cr in previous biodiesel allocations by month-end and has bid its highest volume ever for the new OMC tender. Capacity at Phulera and Meerut has increased 3-4x, aiming for 130-150 kLPD from next fiscal. Rajputana is diversifying into Compressed Biogas (CBG) with approvals for two units and plans to acquire 262 acres for Napier grass feedstock, targeting 65-70%+ EBITDA margins. It also plans a biomass pellet unit and an export unit in GCC to tap the European and marine fuel markets, expecting higher margins. Management is confident about long-term value creation.