Q1 2025 BCL Industries Ltd Earnings Call Transcript
Key Points
- Successful commissioning of a new 100 KLPD ethanol-dedicated plant at Svaksha in Kharagpur, increasing total distillery capacity to 700 KLPD.
- Robust maize harvest from Bihar has led to improved margins in the ethanol and ENA production segment.
- Significant progress in establishing a 75 KLPD biodiesel plant at Bathinda, with all necessary statutory clearances in place.
- Total revenue for Q1 FY25 reached INR660 crore, marking a 47.3% increase year-on-year.
- EBITDA for Q1 FY25 was INR57 crore, resulting in an EBITDA margin of 8.48%, up by 36% year-on-year.
- Raw material prices for maize have increased from INR23 per kg to INR25 per kg, impacting cost structures.
- ENA volumes decreased by 40.38% year-on-year, reflecting a significant drop in this segment.
- The company is planning a phased exit from the Edible Oil business, which may lead to transitional challenges.
- Working capital requirements are high, with about INR90 crore to INR100 crore tied up in receivables from OMCs.
- Uncertainty around the timeline for the commissioning of the new biodiesel plant, which might extend beyond the planned April of next calendar year.
Ladies and gentlemen, good day, and welcome to the BCL Industries Q1 FY25 Earnings Conference Call hosted by InCred Equities. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Nitin Awasthi from InCred Equities. Thank you, and over to you, sir.
Thank you, Dio. We thank the management of BCL Industries for giving us this opportunity to host their call today. From the management, we have Mr. Kushal Mittal, along with their IR represented by Priya Sen of Go India Advisors. I now hand over the floor to Kushal ji, for his opening remarks. Over to you, sir.
Thank you, Mr. Nitin. I welcome everyone to the Quarter 1 FY25 Earnings Conference Call for BCL Industries Limited. The financial results and investor presentation have been uploaded on the exchange, and I trust everyone has had the opportunity to review them.
To begin, I would
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