बलरामपूर चिनी मिल्स शेअर किंमत

Conference Call with Balrampur Chini Mills Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

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• 4 दिवस 11 तासांपूर्वी

Sugar company Balrampur Chini Mills announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from Operations: Stood at Rs 1,60,399.06 lakh in Q4FY26, reporting a growth of 6.67% YoY compared to Rs 1,50,368.45 lakh in Q4FY25, and a 10.31% QoQ increase from Rs 1,45,411.80 lakh in Q3FY26. For the full year FY26, revenue was Rs 6,27,114.65 lakh, up 15.80% YoY from Rs 5,41,537.83 lakh in FY25. Total Income: Reached Rs 1,61,623.35 lakh in Q4FY26, marking a 6.81% YoY increase from Rs 1,51,316.01 lakh in Q4FY25, and a 10.42% QoQ growth from Rs 1,46,364.96 lakh in Q3FY26. For FY26, total income stood at Rs 6,30,795.91 lakh, growing 14.60% YoY compared to Rs 5,50,419.70 lakh in FY25. Profit Before Tax (PBT): For Q4FY26, PBT was Rs 23,616.50 lakh, reflecting a 24.23% YoY decline from Rs 31,169.74 lakh in Q4FY25, but a 38.06% QoQ jump from Rs 17,105.63 lakh in Q3FY26. For FY26, PBT marginally declined by 0.37% YoY to Rs 56,015.45 lakh from Rs 56,225.05 lakh in FY25. Net Profit: Reported at Rs 15,956.83 lakh in Q4FY26, representing a 30.36% YoY drop from Rs 22,912.21 lakh in Q4FY25, but expanding 40.68% QoQ from Rs 11,343.04 lakh in Q3FY26. For FY26, net profit contracted by 13.38% YoY to Rs 37,846.34 lakh compared to Rs 43,692.12 lakh in FY25. Standalone Financial Highlights: Revenue from Operations: Remained consistent with consolidated figures at Rs 1,60,399.06 lakh in Q4FY26 (+6.67% YoY, +10.31% QoQ). For FY26, it stood at Rs 6,27,114.65 lakh (+15.80% YoY). Total Income: Reached Rs 1,61,623.35 lakh in Q4FY26, up 6.82% YoY from Rs 1,51,310.44 lakh in Q4FY25, and a 10.42% QoQ increase from Rs 1,46,364.96 lakh in Q3FY26. For FY26, total income grew by 15.79% YoY to Rs 6,30,795.91 lakh compared to Rs 5,44,754.05 lakh in FY25. Profit Before Tax (PBT): Stood at Rs 22,676.66 lakh for Q4FY26, down 24.68% YoY from Rs 30,107.89 lakh in Q4FY25, but surging 38.98% QoQ from Rs 16,316.03 lakh in Q3FY26. For FY26, PBT was Rs 52,369.48 lakh, growing 11.33% YoY from Rs 47,040.15 lakh in FY25. Net Profit: Stood at Rs 15,151.38 lakh in Q4FY26, declining 31.14% YoY from Rs 22,002.21 lakh in Q4FY25, but climbing 42.05% QoQ from Rs 10,666.36 lakh in Q3FY26. For FY26, net profit increased marginally by 0.97% YoY to Rs 34,721.74 lakh from Rs 34,388.11 lakh in FY25. Segment-wise Performance (Consolidated): Sugar: The segment generated a revenue of Rs 1,61,600.65 lakh in Q4FY26 and Rs 5,50,722.98 lakh for the full year FY26. Profit before tax and finance costs stood at Rs 23,129.45 lakh in Q4FY26 and Rs 51,466.31 lakh in FY26. Distillery: Revenue for the segment was Rs 50,117.62 lakh in Q4FY26 and Rs 1,72,096.97 lakh in FY26. It recorded a profit before tax and finance costs of Rs 5,367.87 lakh in Q4FY26 and Rs 20,327.08 lakh in FY26. Polylactic Acid (PLA): The segment reported a revenue of Rs 949.08 lakh in Q4FY26 and Rs 2,387.50 lakh in FY26. It registered a loss before tax and finance costs of Rs 678.66 lakh for Q4FY26 and Rs 1,672.38 lakh for FY26. Others: Revenue stood at Rs 433.22 lakh in Q4FY26 and Rs 1,389.90 lakh in FY26. The segment profit before tax and finance costs was Rs 129.67 lakh in Q4FY26 and Rs 280.35 lakh for the full year. Business Highlights: Fund Raising: The Board approved a preferential issuance of up to 93,16,771 fully paid-up equity shares at an issue price of Rs 483 per share (including a premium of Rs 482), aggregating up to Rs 45,000.00 lakh, subject to shareholder and regulatory approvals. Leadership Re-appointments: The Board approved the re-appointment of Mr. Vivek Saraogi as Chairman and Managing Director for a period of 5 consecutive years commencing from 1st April 2027. Additionally, Ms. Avantika Saraogi was re-appointed as Whole-time Director designated as Executive Director for 5 consecutive years starting 1st January 2027. Cost Auditor Appointment: M/s. Mani & Co. were re-appointed as the Cost Auditors of the Company for the financial year 2026-27. Power Tariff Revision: The Uttar Pradesh Electricity Regulatory Commission (UPERC) revised power tariff rates retrospectively from 1st April 2024. Consequently, an additional revenue of Rs 1,702.90 lakh for the prior period (1st April 2024 to 31st March 2025) was recognized in the FY26 financial results. Impact of New Labour Codes: Due to the implementation of the new Labour Codes, the company actuarially determined and recognized a past service cost of Rs 36.49 lakh towards employee benefit obligations (gratuity and leave encashment). Vivek Saraogi, Chairman and Managing Director, Balrampur Chini Mills (BCML), said: “The sugar segment delivered stable performance during the quarter despite a hike of ~8% in sugarcane price YoY from Rs. 370/qtl. to Rs. 400/qtl. by U.P. Govt. which led to reduced margins. This was partly off-set by higher sugar sales volumes coupled with a marginal increase in realizations. Results of the distillery segment were subdued as the Govt. did not increase the Ethanol procurement price from Juice and B-heavy route for three consecutive years. Sugarcane crushing in the quarter was ~1.6% higher YoY at ~622.2 lac qtls. For the entire season Company crushed ~1043 lac qtls. which is ~5.2% higher than previous season. Gross sugar recovery before diversion in Q4FY26 was lower by ~9 bps at 11.59%. Gross sugar recovery before diversion for the season was 11.24% as compared to 11.28% in previous season. The export quota of ~1.58 MMT for the current season has supported the sugar prices in the peak of the crushing season. We expect ~0.7 MMT to be exported out of the allocated quota as the government has banned export of sugar up to 30th September 2026. India’s net sugar production post diversion towards Ethanol is estimated ~28 MMT. Considering domestic consumption of ~28 MMT, exports of ~0.7 MMT and opening inventory of ~5.0 MMT, closing stock is estimated to be ~4.3 MMT. The progress of 80,000 tons PLA Plant remains largely on track with revised capex of ~Rs. 3080 crores. We expect the plant to commence operations in Q3FY27. Construction activities are in full swing. Recently the Board has approved raising of Rs. 450 crores via issue of Preferential Equity Shares to fund the capex as well as to meet the general corporate purpose. It is worth mentioning that there will be no dilution by the Promoters. Promoters are participating / contributing ~Rs. 193 crores out of Rs. 450 crores. Over the years, out integrated model have successfully kept pace with headwinds and adopted to evolving dynamics of the industry. We stand commibed to sustainable value creation by optimizing every aspect of our operations focusing on maximum value creation from every stick of cane. Our diversified product range (including PLA) algins with global environmental goals. Leveraging our operations with strong financial strength we remain dedicated to deepening our relationships with Environment and enhancing operational efficiencies. We will continue to invest judiciously and create value for all our stakeholders.” Result PDF

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• 4 दिवस 18 तासांपूर्वी

Balrampur Chini posted a total revenue of around 6,300 crore during the last fiscal.

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