Q2 2025 BCL Industries Ltd Earnings Call Transcript
Key Points
- BCL Industries Ltd (BOM:524332) reported a strong financial performance with total revenue reaching INR 748 crore, marking a 55% year-on-year increase.
- The company achieved a significant growth in ethanol volumes, with a 73% increase, contributing to a 95% year-on-year rise in revenue from the ethanol segment.
- BCL Industries Ltd successfully reached full utilization of its recently added 100 KLPD capacity at its Bathinda facility, enhancing operational efficiency.
- The acquisition of Gold Distilleries Private Limited is expected to bolster BCL's position in the grain-based ethanol manufacturing sector, with plans to establish a 250 KLPD plant.
- The company is focusing on green energy solutions, including the establishment of a 75 KLPD biodiesel plant and a biogas plant, aligning with India's green energy initiatives.
- The company faces challenges due to rising maize prices, which have impacted EBITDA margins in the distillery segment.
- BCL Industries Ltd's exit from the edible oil business is expected to decrease overall revenue, although the impact on profitability is anticipated to be minimal.
- There is uncertainty regarding the completion timeline for the 75 KLPD biodiesel plant, with expectations set for April or May of the next calendar year.
- The company is experiencing delays in the commissioning of new capacity expansions, with conservative timelines extending to FY 27-28.
- BCL Industries Ltd's stock is currently categorized under the edible oil segment, which may not accurately reflect its primary revenue source from ethanol, potentially affecting its market valuation.
Ladies and gentlemen, good day. And welcome to BCL Industries earnings call for Q2 FY25 conference call hosted by incred Equities. As a reminder, all participant lines will be in the listen-only mode and they will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr Nitin Ai from credit Equities. Thank you and over to you, sir.
Thank you Joshua.
We thank the management of BC L Industry for giving us this opportunity to host the call today from the management. We have Mr Koar Metal joint managing director along with their IR team represented by priora set of go to advisors.
I now hand over the floor to Kohani for opening your mouth over to you, sir.
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