Balrampur Chini Mills Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Balrampur Chini Mills reported a stable FY26, with its sugar segment showing resilience despite higher cane costs, driven by increased crushing volume (+5.2%) and improved efficiency. Domestic sugar prices remained supportive with low closing inventory. The distillery business delivered stable performance, though margins faced pressure from unrevised ethanol prices for three years. Management anticipates a price revision soon. The PLA project, with a revised capex of INR3,080 crore, is on track for Q3 commissioning. The company highlights significant cost advantages from integrated feedstock and energy, aiming to be a low-cost PLA producer. Management maintains a confident outlook on future growth and profitability.