Bcl Industries Limited — PPTs, 13-08-2026: Investor Presentation

BCL Industries reported Q1FY27 revenue of Rs 628 crore, a 24% year-on-year decrease, but a 3% sequential increase. Net profit rose 6% year-on-year to Rs 36 crore, with diluted EPS at Rs 1.09. The Distillery segment saw revenue grow. A fire temporarily shut down a 200 KLPD ethanol plant, but impact was softened by a new 150 KLPD unit. Country liquor volumes jumped 46% YoY, and other income included Rs 1.99 crore profit from asset sales following the edible oil segment closure.

The company is strategically expanding its distillery capacity from 900 KLPD to 1,150 KLPD through new projects, including the acquisition of Goyal Distillery in Haryana. A key focus is on green energy initiatives, utilizing paddy straw for 100% steam & power needs. BCL aims to enter the IMFL segment in the next two years, building on its strong IMIL presence, and leverages expertise in oil trading and grain procurement.

Management highlighted robust performance in the maize oil extraction and refinery segment, expected to continue. The new 150 KLPD ethanol plant is ready to participate in tenders, and an additional 250 KLPD capacity in Haryana is underway. BCL is evaluating a bio-CNG plant and sees its 75 KLPD biodiesel plant offering operational flexibility, aiming to be one of India's largest grain-based distilleries.