Balrampur Chini Mills Limited released its investor presentation for Q1FY26, detailing a revenue of ₹6,271 crore and an EBITDA of ₹741 crore for FY26. The company highlighted its strategic diversification into bioplastics with a Poly Lactic Acid (PLA) plant announced in February 2024, which is currently under implementation. The presentation, submitted to the exchanges on June 20, 2026, outlines the company's operational performance, financial metrics, and future outlook.

Operational and Financial Overview

The company operates ten sugar units with an aggregate cane crushing capacity of 80,000 TCD and five distillery units with a capacity of 1,050 KLPD. Its aggregate installed co-generation capacity stands at 288.47 MW, with a saleable capacity of 175.7 MW. The company reported a five-year average EBITDA of ₹689 crore. For FY26, the standalone financial numbers indicate a profit before tax of ₹523.69 crore and cash generated from operating activities of ₹599.47 crore.

Key Financial Metrics (FY26)

Strategic Expansion into Bioplastics

Balrampur Chini Mills is establishing India’s first industrial bio-polymer plant for PLA production with a capacity of 80,000 TPA. This initiative aligns with the government's BioE3 Policy introduced in August 2024 to promote bio-manufacturing. The company views PLA as a strategic diversification to create a new ecosystem for the sugar industry and meet eco-friendly standards. The project is being funded by long-term debt, with borrowings for the PLA segment standing at ₹903.00 crore as of March 31, 2026.

Policy and Market Environment

The presentation noted several policy interventions, including the revision of the Fair and Remunerative Price (FRP) of sugarcane to ₹355 per quintal for the 2025-26 season and ₹365 per quintal for 2026-27. The State Advised Price (SAP) was increased by ₹30 per quintal to ₹400 per quintal for early variety sugarcane. The government imposed a ban on sugar exports on May 13, 2026, after initially announcing an export quota of 1.58 million tonnes for the 2025-26 season.

Dividend and Shareholder Returns

The company has a consistent track record of returning value to shareholders. In Q2FY26, it announced an interim dividend of ₹3.50 per equity share, resulting in an outflow of approximately ₹70.68 crore. Over the last decade up to March 2026, the company conducted six share buybacks worth ₹1,009.49 crore and a cumulative dividend payout of ₹655.20 crore.

balrampur chini mills will hold an analyst and investor meet on June 24 and 25, 2026. The interaction is organized by 360 One Capital Market Private Limited and will be conducted in a physical mode, featuring both group meetings and one-on-one sessions.

The company’s management will engage with analysts and investors during the scheduled dates. Balrampur Chini Mills clarified that the discussions will refer to publicly available documents and no unpublished price sensitive information (UPSI) will be shared during the meet.

Investor presentations and corporate presentations have been uploaded on the company’s website. The intimation regarding these documents was communicated to the stock exchanges via letters dated May 15, 2026, and June 20, 2026, respectively.

The schedule for the interaction is detailed below:

The company noted that the date of the interaction is subject to change due to exigencies on the part of investors or the company. Analysts or other officials may also interact with the company at a later date to follow up on the discussions held during the scheduled interaction.