TruAlt Bioenergy Ltd
TruAlt Bioenergy Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
TruAlt Bioenergy aims to achieve a minimum of 40 crore litres ethanol sales volume, with a bonus target of 55 crore litres (Page 23). TruAlt Bioenergy aims to achieve at least 40 crore litres ethanol sales volume by FY27, with a bonus target of 55 crore litres, reflecting strong volume growth potential.
From TruAlt Bioenergy Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- TruAlt Bioenergy aims to achieve a minimum of 40 crore litres ethanol sales volume, with a bonus target of 55 crore litres (Page 23).
- Current ethanol sales run rate is 2.2 crore litres/month; expected increase to about 5 crore litres/month once additional 15 crore litres supply from OMCs is implemented (Page 5).
- Revenue run rate target from ethanol is around INR 350-400 crores per month if 6 crore litres capacity is utilized (Page 27).
- Execution of 15 crore litres additional ethanol order is pending government/OMC approval, expected after 24-30 months (FY29) (Page 29).
- Exploration of export opportunities and sustainable aviation fuel plans to diversify revenue streams and improve capacity utilization (Pages 5, 23, 29).
2 more points management made on revenue & sales performance
Profitability & Margins
See what TruAlt Bioenergy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- TruAlt Bioenergy plans to commission a new plant expected within 24 to 30 months (FY29) for which they will receive a one-shot payment once operational.
- They are investing in multiple CBG (Compressed Bio-Gas) plants: 9-10 to be live by current year and 10-15 more planned, funded via a 70:30 debt-to-equity mix.
- Funding includes 51% investment from TruAlt and 49% from JV partners Sumitomo and GAIL, with NABARD loans at favorable interest rates (around 8.65%).
- A fourth CBG plant is planned pending land clearance, aiming for a total of 11 units.
2 more points management made on capital expenditure plans
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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 TruAlt Bioenergy Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- TruAlt Bioenergy has existing purchase orders (POs) from private OMCs for about 8 crore litres of ethanol, with only 1.6 crore litres supplied so far; balance 6+ crore litres pending lifting due to delay in indent issuance.
- A court order dated February 4, 2026, mandates OMCs to lift an additional 15 crore litres within three months; this has not been implemented yet due to ongoing litigation involving LTOA holders and OMCs.
- Total expected orderbook for FY 2027 including OMC allocations is approximately 40 crore litres (public + private OMCs) plus pending 15 crore litres from the court order, targeting a peak capacity of around 55 crore litres.
2 more points management made on order book & pipeline
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's management said in earlier quarters
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Frequently Asked Questions
What were TruAlt Bioenergy Ltd Q4 FY26 results?
TruAlt Bioenergy aims to achieve a minimum of 40 crore litres ethanol sales volume, with a bonus target of 55 crore litres (Page 23). TruAlt Bioenergy aims to achieve at least 40 crore litres ethanol sales volume by FY27, with a bonus target of 55 crore litres, reflecting strong volume growth potential.
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?
TruAlt Bioenergy plans to commission a new plant expected within 24 to 30 months (FY29) for which they will receive a one-shot payment once operational.
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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.