Balrampur Chini Mills Management Guidance Tracker

PLA plant commissioning targeted for Q3 FY27, with first-year capacity utilization of 50% and ramp-up to full capacity within six months.

PLA plant is on track for commissioning by October 2026, with 90% of imported equipment already arrived.

The PLA plant remains on track for commissioning in Q3 of FY2026-27, despite cost overruns.

The lacto gypsum processing plant is expected to start commercial production in 18 months from the call date.

Management expects ethanol price revision soon, given surplus sugar production and government's commitment to blending program.

At full capacity, PLA plant can generate ₹2,000 crore revenue with 35% EBITDA margin.

Management expects government to allow sugar exports around January 2026, similar to last year, to manage surplus.

Management expects a payback period of around 5 years for the gypsum board investment.

Company expects to crush over 10.5 crore quintals this year, a ~6% increase over last year.

Expects a 5-7% increase in cane area for the upcoming season due to price increases and new geographies.