Balrampur Chini Mills Ltd
Balrampur Chini Mills Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
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Guidance rank: #8 of 22 in Agricultural Food & other Products
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The short version
The PLA project is a key strategic initiative expected to drive future growth, with an 80,000-tonne PLA capacity planned. The PLA project is a key strategic initiative expected to drive future growth and value creation.
From Balrampur Chini Mills Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The PLA project is a key strategic initiative expected to drive future growth, with an 80,000-tonne PLA capacity planned.
- The lactogypsum by-product from PLA production (~1.16 lakh tonnes) will be converted into gypsum boards with an annual capacity of approximately 63 lakh pieces.
- The gypsum board segment has an estimated annual revenue potential of around INR 150 crore.
- Current board prices have increased by 25% due to global issues, potentially improving margins and payback period (around 5 years projected).
- Marketing efforts for gypsum boards will initially focus on North India, especially Uttar Pradesh.
- Plans to explore different marketing strategies including possible partnerships rather than building own brand initially.
2 more points from Balrampur Chini Mills Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- PLA Project Capex:
- Revised project cost of INR 3,080 crore (up from INR 2,850 crore) due to material costs, forex fluctuations, supply chain issues, and final engineering refinements.
- Commissioning expected in Q3.
- Lactogypsum Plant:
- Investment of INR 160 crore to convert PLA by-product (lactogypsum) into gypsum boards.
- Plant capacity: ~76 lakh boards annually, expected commercial production in 18 months.
- Capital Raising:
- Preferential equity issue worth INR 450 crore.
- Enabling resolution for raising INR 200 crore via debentures.
- Promoter stake maintained at 43% with participation in the raise.
- Strategic Intent:
2 more points from Balrampur Chini Mills Ltd's call on capex
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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
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Order Book & Pipeline
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Balrampur Chini Mills Ltd — Quarterly revenue & net profit
Balrampur Chini Mills Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 1,604 | 1,504 | +6.6% | 1,454 | +10.3% |
| Operating profit (EBITDA) | 285 | 365 | -21.9% | 202 | +41.1% |
| Operating margin | 18% | 24% | -6 pp | 14% | +4 pp |
| Profit before tax | 236 | 312 | -24.4% | 171 | +38% |
| Net profit (PAT) | 160 | 229 | -30.1% | 113 | +41.6% |
| EPS (₹) | 7.90 | 11.35 | -30.4% | 5.62 | +40.6% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹1.9K Cr, net profit ₹102 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Balrampur Chini's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY27 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 →
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Potential multibaggers · Q2 FY27
Potential multibaggers in Agricultural Food & other Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Balrampur Chini Mills Ltd Q4 FY26 results?
The PLA project is a key strategic initiative expected to drive future growth, with an 80,000-tonne PLA capacity planned. The PLA project is a key strategic initiative expected to drive future growth and value creation.
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?
PLA Project Capex: - Revised project cost of INR 3,080 crore (up from INR 2,850 crore) due to material costs, forex fluctuations, supply chain issues, and final engineering refinements.
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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.