Balrampur Chini Mills Ltd (NSE:BALRAMCHIN)

Q3 2026 Balrampur Chini Mills Ltd Earnings Call Transcript

Feb 11, 2026 / 06:30 AM GMT

Release Date Price: ₹461.2 (-1.24%)

Transcript

Key Points

Positve

Balrampur Chini Mills Ltd (BOM:500038) reported a healthy operational and financial performance, with improved utilization in the sugar segment.
The company achieved an 8.4% increase in sugar cane crushing, supported by early commencement of operations and improved capacity utilization.
The PLA project is progressing well, with construction activities in full swing and 90% of imported equipment already arrived.
The company is committed to sustainable value creation, optimizing operations, and maximizing value extraction from sugar cane.
Balrampur Chini Mills Ltd (BOM:500038) expects a 5 to 6% increase in sugar cane crushing for the upcoming season, aided by additional area allotment and better yield.

Negative

Ethanol prices under the B-heavy and juice route have not been revised for the third year, putting pressure on margins.
There is uncertainty around the long-term revision of domestic ethanol prices despite an increase in the FRP.
The company faces cost pressures due to increased cane prices by several key producing states.
The government has not increased ethanol prices, which could impact the company's plans for large-scale diversion and the E20 program.
The company had to divert some units to C-heavy due to the lack of ethanol price revision, impacting the original production strategy.

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

BACH.NS - Balrampur Chini Mills Ltd
Q3 2026 Balrampur Chini Mills Ltd Earnings Call
Feb 11, 2026 / 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 Balrampuchini Mills Limited's earnings conference call.

As a reminder, all participant clients 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 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, ma'am.

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Unidentified_2 [2]
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