Bcl Industries Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

BCL Industries reported strong FY26 financials: Revenue INR2,913 Cr, EBITDA INR251 Cr (up 18% YoY, 8.6% margin), PAT INR126 Cr (up 23% YoY, 4.3% margin). Distillery EBITDA reached 11.03%. A new 150 KLPD distillery is set to commence production by early July, increasing total capacity to 900 KLPD. Further expansion to 1,150 KLPD and a 20 MTPD Bio-CNG plant are planned. Management anticipates revenue growth and improved margins from new capacity, cost efficiencies (paddy straw boiler), and flexible operations mitigating ethanol allocation risks. The company aims for debt-free status within five years, focusing on biofuel and green energy growth. Current net debt is ~INR335 Cr.