BCL Industries: Q3 & 9MFY26 Highlights! 🚀
**Business Performance:** Q3 revenue slightly dipped to ₹758 Cr, but 9MFY26 revenue grew 6% YoY to ₹2,302 Cr. PAT jumped 69% in Q3 to ₹35 Cr and 33% for 9MFY26 to ₹100 Cr, largely due to strong distillery ops. EPS also grew impressively.
**Growth Drivers:** Expanding distillery capacity from 750 KLPD to 1,150 KLPD with new Bathinda units and Goyal Distillery acquisition. Plans include entering premium IMFL segments and boosting green energy (Bio-CNG, paddy straw fuel).
**Recent Developments:** Svaksha Distillery capacity increased to 350 KLPD; a maize oil extraction unit launches Q4 FY26. Both distillery units operated at ~100% capacity. Oil trading now reported separately for transparency.
**Key Financial Metrics:** Q3 PAT: ₹35 Cr (+69% YoY); 9MFY26 PAT: ₹100 Cr (+33% YoY). Diluted EPS hit ₹1.09 for Q3.
**Outlook:** Bathinda ethanol expansion (150 KLPD) expected Q4FY26. Management is boosting ENA sales due to ethanol allocation changes and increasing bottled country liquor supply. Maize oil extraction anticipates continued momentum.