TruAlt Bioenergy Limited has made available the audio recording of its earnings conference call, which was conducted on July 29, 2026. The session focused on the company's un-audited financial performance for the quarter ended June 30, 2026, covering both standalone and consolidated figures. This disclosure ensures transparency for investors and stakeholders seeking detailed management commentary on the recent quarterly results.

The conference call took place at 11:00 A.M. (IST) on Wednesday, July 29, 2026. In compliance with Regulation 30 read with Part A of Schedule III and Regulation 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company submitted the recording to both the Bombay Stock Exchange and the National Stock Exchange of India Limited. The audio file is hosted on the company's official website for public access.

Regulatory Compliance Details

The filing was signed by Monu Kumar, the Company Secretary and Compliance Officer of TruAlt Bioenergy Limited. His membership number is A38853. The submission was digitally signed on July 29, 2026, at 14:28:36 +05'30'. The notice was addressed to the Department of Corporate Services at BSE Limited in Mumbai and the Listing Department at NSE India.

Accessing the Recording

Investors can access the audio recording directly via the link provided in the exchange filing. The document serves as a formal record of the management's discussion regarding the Q4FY26 financial outcomes. No specific financial metrics such as revenue or net profit were disclosed in this particular filing; the document solely confirms the availability of the audio transcript for those wishing to review the detailed earnings commentary.

TruAlt Bioenergy confirmed its robust first-quarter performance by publishing its unaudited financial results for the quarter ended June 30, 2026 (Q1FY27), in Financial Express and Vishwavani on July 29, 2026. The disclosure follows the Board of Directors' approval of the results on July 28, 2026, which revealed a consolidated net profit of ₹59.27 crore — a 12.5x increase from ₹4.73 crore in the corresponding period of FY26. This publication ensures regulatory compliance and broadens investor access to the company’s significant turnaround, driven by its dual-feed ethanol platform integration.

The results were reviewed by the Audit Committee and subjected to a limited review by statutory auditors N. M. Rajji & Co., who issued an unmodified report. The filing was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The full format of the financial results is also available on the company’s website at www.trualtbioenergy.com and the stock exchanges’ portals.

Financial Highlights

The table below summarises key consolidated financial metrics for the quarter:

Consolidated total income stood at ₹641.41 crore, up from ₹326.63 crore in Q1FY26. Other income declined to ₹145.25 lakh from ₹227.42 lakh in the prior year, but this was more than offset by the jump in operating revenue. Total expenses increased to ₹5,629.62 lakh from ₹3,208.34 lakh, primarily due to higher cost of materials consumed (₹3,335.23 lakh vs ₹734.91 lakh) and changes in inventories of finished goods (₹476.88 lakh vs ₹1,237.22 lakh).

Operational & Strategic Progress

The company's transition to a dual-feed platform allows it to utilise both sugar derivatives and grains unfit for human consumption, enabling near year-round production. Current capacity utilisation stands at 60.57%, providing significant headroom for growth without substantial incremental capital expenditure. Approximately 1,300 KLPD (65%) of the installed capacity now operates on dual-feed technology.

Strategic initiatives across other business verticals also advanced:

• Compressed Biogas (CBG): Construction continues across four CBG plants under a joint venture with Sumitomo Corporation. Preparatory activities are progressing for six additional CBG plants under a partnership with GAIL (India) Limited.
• Sustainable Aviation Fuel (SAF): The proposed 100 million litres per annum SAF project in Andhra Pradesh is advancing, supported by a ₹150 crore grant under the PM JI-VAN Yojana.
• Fuel Retailing: TruAlt operates seven retail fuel outlets. Due to geopolitical tensions in West Asia and crude oil volatility, the company adopted a cautious approach to expansion, prioritising capital discipline over rapid rollout.

What the Numbers Show

The dramatic improvement in net profit is largely attributable to the scale-up in ethanol production and sales, which drove revenue growth significantly ahead of expense increases. The expansion in EBITDA margin to 21.18% from 13.67% underscores the meaningful improvement in operating profitability. While cost of materials consumed rose sharply, the contribution margin in the ethanol segment expanded substantially, indicating better pricing power or operational leverage. Grain-based operations delivering approximately 6% higher profitability than sugar-based production highlights the value of feedstock diversification. However, the pending updation of the fixed assets register for Unit 4, as highlighted in the auditor's emphasis of matter, suggests that capitalisation processes for recent feedstock conversion investments are still being finalised, which may impact future depreciation charges.

Standalone results mirrored the consolidated trend, with net profit reaching ₹550.06 lakh against ₹2.57 lakh in Q1FY25. Standalone revenue from operations was ₹6,159.22 lakh, up from ₹2,939.35 lakh. Earnings per share on a standalone basis were ₹6.41, compared to ₹0.00 in the previous year. No dividend was declared for the quarter.