Balrampur Chini disclosed its Q4 & FY26 earnings call transcript, featuring management commentary on sugar, ethanol, and PLA business performance.
Management discussed a supportive sugar pricing environment with UP prices at Rs. 41-42/kg and closing stocks at a multi-year low of 4.3 million tonnes.
The PLA project update highlighted commissioning in Q3 FY27, margin advantages from captive feedstock, and ongoing customer and government mandate discussions.
The Company reiterated its aspiration for 35% EBITDA margins from PLA, excluding the benefit of capital subsidies and interest subvention incentives.