Balrampur Chini Mills Ltd
Balrampur Chini Mills Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #7 of 20 in Agricultural Food & other Products
See the sector's top 10 — free with your mobile number.
Balrampur Chini Mills Ltd Q2 FY26 key numbers
- Revenue
- Ethanol Business Growth: Expecting increased ethanol production (~28 crore liters for 2025-26) with better profitability in grain-based ethanol (especially maize), despite some feedstock allocation challenges.
As stated in Balrampur Chini Mills Ltd's Q2 FY26 earnings call transcript · published 4 Aug 2026. Reported figures, not investment advice.
The short version
Ethanol Business Growth: Expecting increased ethanol production (~28 crore liters for 2025-26) with better profitability in grain-based ethanol (especially maize), despite some feedstock allocation challenges. The next three months are expected to bring significant clarity on various growth questions and strategies.
From Balrampur Chini Mills Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ethanol Business Growth: Expecting increased ethanol production (~28 crore liters for 2025-26) with better profitability in grain-based ethanol (especially maize), despite some feedstock allocation challenges.
- Sugar Production & Exports: Anticipate a 7-8% rise in cane crushing at Balrampur; potential for sugar exports especially from Maharashtra and Karnataka, as granted export quotas increase market clarity.
- PLA (Polylactic Acid) Project: Commercial production expected from October 2025; ongoing customer trials and government mandate developments suggest confidence in full utilization and scale-up.
- Price & Cost Dynamics: Ethanol price revisions and government reliefs are awaited, which will aid margins amid rising cane costs; INR 30/quintal SAP hike is likely absorbed without major issues.
2 more points from Balrampur Chini Mills Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Balrampur Chini Mills Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is making steady progress on its PLA (Polylactic Acid) project, a key element of its forward integration and value addition strategy.
- Construction activities for the PLA project are advancing well.
- Market development has commenced through trading of imported PLA.
- As of 31st October 2025, INR 1,093 crore has been invested in the PLA project, funded through INR 570 crore debt and internal accruals.
2 more points from Balrampur Chini Mills Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Agricultural Food & other Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Balrampur Chini Mills Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The PLA (Polylactic Acid) business is in the early stages of commercialization, with expected commercial production to commence in October.
- The company is currently importing some quantities of PLA for market development.
- Trials with various customers, including government bodies, are ongoing to provide visibility for large or meaningful applications.
- Customers have expressed interest but are awaiting production to begin.
- The management does not view the PLA business on a quarter-to-quarter basis and is focusing on mandates and macro factors.
- While no formal orders are confirmed yet, dialogues with both large and small buyers are active.
2 more points from Balrampur Chini Mills Ltd's call on order book
Create a free account to keep reading this call
Balrampur Chini Mills Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.6K Cr, net profit ₹160 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Balrampur Chini Mills Ltd's management said in earlier quarters
- Q4 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
Others in Agricultural Food & other Products this season
- TBI Corn Ltd (Q2 FY26)
Revenue from Operations for H1FY26: INR 1,367.0 Mn (45.5% YoY growth from H1FY25's INR 939.8 Mn). Key investor presentation takeaways from TBI Corn Ltd's Q2 FY2
- GRM Overseas Ltd (Q2 FY26)
362.4 Crores, up 14.9% YoY from Rs. Key investor presentation takeaways from GRM Overseas Ltd's Q2 FY26 investor presentation — and how it ranks against sector
- Uttam Sugar Mills Ltd (Q2 FY26)
561.27 Cr, up from Rs. Key investor presentation takeaways from Uttam Sugar Mills Ltd's Q2 FY26 investor presentation — and how it ranks against sector peers.
- Regaal Resources Ltd (Q2 FY26)
For Q2 FY26, Operating Income (revenue) was ₹3,200.2 million, up 56.5% year-on-year. Key investor presentation takeaways from Regaal Resources Ltd's Q2 FY26 inv
Potential multibaggers · Q2 FY27
Potential multibaggers in Agricultural Food & other Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Balrampur Chini Mills Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Balrampur Chini Mills Ltd Q2 FY26 results?
Ethanol Business Growth: Expecting increased ethanol production (~28 crore liters for 2025-26) with better profitability in grain-based ethanol (especially maize), despite some feedstock allocation challenges. The next three months are expected to bring significant clarity on various growth questions and strategies.
What is Balrampur Chini Mills Ltd share price analysis?
Balrampur Chini Mills Ltd currently shows a neutral. The stock trades at a P/E of 35.5 with a market cap of ₹13,440 Cr. Investors should review the full earnings analysis for detailed insights.
Is Balrampur Chini Mills Ltd planning capital expenditure?
The company is making steady progress on its PLA (Polylactic Acid) project, a key element of its forward integration and value addition strategy.
Keep Balrampur Chini Mills Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.