TruAlt Bioenergy Ltd
TruAlt Bioenergy Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Ethanol sales target for next year is focused around 55 crore liters. Focus on increasing ethanol blending from current 20% to future targets of 27% and E85 flex fuels, which will drive growth.
From TruAlt Bioenergy Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ethanol sales target for next year is focused around 55 crore liters.
- Expected monthly ethanol production range for Q4 FY'26 is 5.5 to 6 crore liters, aiming to sell the entire quantity.
- Capacity utilization projected at 90%-95% for Q4 FY'26; approximately 80% utilization expected for Q1 FY'27; Q2 includes scheduled maintenance (300 operational days/year).
- Plans to set up 250 retail outlets by 2029 with fuel sales volume of about 30 crore liters, contribution to ethanol sales expected but not a major growth driver.
- Expansion in CBG business with 24 plants under construction; significant revenue contribution and increased margin expected.
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Profitability & Margins
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Capital Expenditure Plans
- Sustainable Aviation Fuel (SAF) Plant:
- Capex: Over INR 2,000 crores for a 310 KLPD plant.
- Land procured in Andhra Pradesh; approvals underway.
- Expected completion: July to October 2027.
- Supported by subsidies: INR 150 crores viability gap funding (PM JI-VAN scheme), INR 450 crores state subsidy, SGST exemption.
- Equity participation discussions ongoing with Sumitomo Corporation.
- Compressed Biogas (CBG) Plants:
- Total planned: 24 plants via joint ventures.
- JV with GAIL: 12 plants (12 TPD each) costing ~INR 650 crores.
- JV with Sumitomo: 12 plants; phase one (4 plants) costing INR 340 crores; total ~INR 940-980 crores.
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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
- TruAlt Bioenergy has an ethanol supply contract with Oil Marketing Companies (OMCs), including Nayara and Jio-BP, with quantities under tender and private OMCs orders contributing to volumes.
- There is a significant contracted ethanol volume valued at approximately INR1,075 crores, with a recent 90-day extension granted by the High Court to fulfill supply shortfalls.
- The company has Memoranda of Understanding (MOUs) with a large domestic oil and gas player and a French-based airline manufacturer for sustainable aviation fuel (SAF) offtake agreements.
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TruAlt Bioenergy Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹596 Cr, net profit ₹61 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What TruAlt Bioenergy Ltd's management said in earlier quarters
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Frequently Asked Questions
What were TruAlt Bioenergy Ltd Q3 FY26 results?
Ethanol sales target for next year is focused around 55 crore liters. Focus on increasing ethanol blending from current 20% to future targets of 27% and E85 flex fuels, which will drive growth.
What is TruAlt Bioenergy Ltd share price analysis?
TruAlt Bioenergy Ltd currently shows a neutral. The stock trades at a P/E of 25.3 with a market cap of ₹3,958 Cr. Investors should review the full earnings analysis for detailed insights.
Is TruAlt Bioenergy Ltd planning capital expenditure?
Sustainable Aviation Fuel (SAF) Plant: - Capex: Over INR 2,000 crores for a 310 KLPD plant.
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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.