Balrampur Chini Mills Ltd (BOM:500038)

Q2 2026 Balrampur Chini Mills Ltd Earnings Call Transcript

Nov 12, 2025 / 06:30 AM GMT

Release Date Price: ₹449.05 (-1.07%)

Transcript

Key Points

Positve

Balrampur Chini Mills Ltd (BOM:500038) reported a healthy performance in a seasonally weak quarter, with improvements in both volumes and realizations.
The company has made significant progress on its PLA project, which is a key element of its forward integration and value addition strategy.
The board of directors declared an interim dividend of INR 3.5 per share, amounting to a total payout of INR 70.7 crore, including taxes.
The company expects a 7-8% increase in cane crushing, which will improve fixed costs and potentially enhance recovery rates.
The government has allowed exports of 1.5 million tons of sugar, which is expected to provide relief to the market and support domestic price stability.

Negative

The increase in sugar cane SAP by INR 30 per quintal is expected to raise production costs, necessitating improved domestic sugar realization to maintain profitability.
The ethanol supply approvals from sugar sources account for only 28% of the total requirement, with the balance expected from grain-based sources, potentially underutilizing the industry's ethanol capacity.
There is uncertainty regarding the revision of ethanol prices, which is crucial to offset the increased cane costs.
The company's PLA project, while promising, is still in the early stages, and market development is ongoing, which may delay immediate returns.
The sugar industry faces challenges with high domestic sugar cane prices compared to international markets, impacting competitiveness.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BACH.NS - Balrampur Chini Mills Ltd
Q2 2026 Balrampur Chini Mills Ltd Earnings Call
Nov 12, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Balrampur Jeni Mills Limited earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Jenny Rose from CDR India.

Thank you and over to you.

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Unidentified_2 [2]
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