Q1 2027 TruAlt Bioenergy Ltd Earnings Call Transcript

Jul 29, 2026 / 05:30 AM GMT

Release Date Price: ₹429.3 (+2.48%)

Transcript

Key Points

Positve

Revenue surged 106.3% quarter-over-quarter to INR 626.9 crore, driven by higher ethanol production and sales of 8.5 crore liters.
EBITDA margin improved to 23.5% from 12.4% in the previous quarter, reflecting better operating leverage and cost efficiencies.
PAT jumped over 1,000% year-over-year to INR 59.3 crore, supported by strong capacity utilization and dual-feed plant operations.
CBG vertical delivered robust PAT margins of 40-45%, with three new plants under JV with Sumitomo nearing commissioning.
Secured INR 150 crore in viability gap funding from the Government of India for the sustainable aviation fuel (SAF) project, reducing economic risk.

Negative

Ethanol capacity utilization remained at only 60%, with significant room for improvement to reach the 80-85% target.
Maize prices have risen sharply to INR 25.5 per kg, compressing grain-based ethanol margins to INR 6-7 per liter from INR 15-16 earlier.
Finance costs remained high at 7% of revenue, though reduced from 12.4% in the prior quarter, with plans to deleverage still in progress.
Expansion of fuel retail outlets is stalled due to the Middle Eastern crisis, delaying construction of 75-76 additional locations.
A court case for an additional 15 crore liters of ethanol capacity remains unresolved, limiting potential capacity utilization to 90-95%.

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

TRUA.NS - TruAlt Bioenergy Ltd
Q1 2027 TruAlt Bioenergy Ltd Earnings Call
Jul 29, 2026 / 05:30AM 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 True Old Bioenergy Limited's Q1FY27 investor earnings 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 we need assistance during this conference call, please signal none of later by pressing star then zero on a touch tone phone. Please note that this conference has been recorded.

Today on the call with us, we have Mr. Vijaykumar Murugesh Nirani, Managing Director and Mr. Anand Kishore, Chief Financial Officer. I now hand the conference over to Mr. Vijaykumar Murugesh Nirani, Managing Director.

Thank you and over to you sir.

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