BCL Industries Limited has scheduled an analyst and institutional investor meeting in Mumbai for June 11, 2026. The interaction will be conducted in person to discuss the general business outlook and information already available in the public domain. The company confirmed that no unpublished price-sensitive information will be disclosed during this session.

The meeting is scheduled under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The agenda may undergo changes due to exigencies on the part of the analysts, investors, or the company. This disclosure was submitted by Ajeet Kumar Thakur, the Company Secretary and Compliance Officer.

Meeting Details

BCL Industries reported a net profit of ₹81.97 crore for the financial year ended March 31, 2026, an increase from ₹71.52 crore in the previous year. The company's board approved the audited standalone and consolidated financial results during a meeting held on May 25, 2026, and recommended an equity dividend of 35% for FY26, subject to shareholder approval at the Annual General Meeting. The statutory auditors issued an unmodified opinion on the financial results. Following the results announcement, the company held an Analyst and Investor Conference Call on May 27, 2026, to discuss the performance and strategic initiatives.

Q4 Financial Performance

For the quarter ended March 31, 2026, the company reported a net profit of ₹15.46 crore, a decrease from ₹19.30 crore in the corresponding period of the previous year. Revenue from operations stood at ₹4,307.01 crore, down from ₹5,377.88 crore in the same quarter last year. Despite the revenue contraction, operating efficiency improved as EBITDA rose to ₹34.60 crore from ₹29.80 crore year-on-year. The EBITDA margin expanded to 8.00% compared to 5.57% in the previous year.

The key financial metrics for the quarter are summarised below:

Annual Performance

For the full fiscal year 2025-26, BCL Industries recorded a net profit of ₹81.97 crore. Total revenue for the year was ₹20,064.03 crore, compared to ₹20,654.55 crore in FY25. Basic earnings per share (EPS) for the year stood at ₹2.78, compared to ₹2.46 in the prior year.

Strategic Outlook and Expansion

During the conference call, management highlighted the completion of an additional 150 KLPD grain-based distillery unit at Bathinda, which is currently under testing. This expansion will take the total installed capacity to 900 KLPD. The company also announced plans for a further 250 KLPD expansion at its Fatehabad plant in Haryana, expected to be commissioned in approximately two years. Additionally, the acquisition of the remaining 25% stake in Svaksha Distillery is expected to be completed by the end of June 2026, making it a wholly owned subsidiary.

Management noted that the company exited the packaged edible oil business during FY26 but continues to operate the soft oil refinery and trading segments. The distillery segment remains a key growth driver, with ENA and SBF volumes increasing by 74% year-on-year to 53,000 KL. The company is also focusing on green energy initiatives, including a proposed 20 MTPD Bio-CNG plant.

Board Decisions and Appointments

During the board meeting, the directors approved the appointment of M/s. Aggarwal Sanjay & Associates as internal auditors and M/s. Khushwinder Kumar & Co. as cost auditors for the financial year 2026-27. The meeting commenced at 12.30 pm and concluded at 2.50 PM.