Bcl Industries Limited — PPTs, 26-05-2026: Investor Presentation

BCL Industries ended FY26 strong, with PAT jumping 23% to 126 Cr and EPS at 3.9 Rs/share, despite consolidated revenue being largely flat at 2,913 Cr. EBITDA grew 18% to 251 Cr, boosting margins to 8.6%. Q4 saw revenue dip to 611 Cr but EBITDA margin rose to 9.5% for the quarter.

The company is strategically focused on its high-margin distillery and refinery segments. It successfully exited the packaged edible oil business, shifting to soft oil refining. Distillery volumes for country liquor soared 20% YoY, supported by new brand launches, and the segment continued high capacity utilization.

Major expansion is underway: BCL commissioned an additional 150 KLPD distillery at Bathinda, taking total grain-based capacity to 900 KLPD. Further expansion to 1,150 KLPD is planned with the acquisition of Goyal Distillery and increasing stake in Svaksha. A new maize oil extraction unit at Svaksha and a 75 KLPD biodiesel plant are also online.

Management anticipates continued strong performance in maize oil extraction & refinery. The newly commissioned distillery capacity is poised to participate in upcoming tenders, reinforcing BCL's green energy commitment and position as a leading grain-based ethanol producer.