BALRAMCHIN / Q1-FY27 / claim-ledger

Audit the questions that mattered.

Balrampur Chini Mills · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ1-FY27 · 2026-08-14Back to quarter ↗

Questions audited

Answered directly

50%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Sai Mana · Dam Capital Advisor

partial

Asked about ethanol diversion restrictions, distillation volumes from grain, and PLA commissioning timeline

Yes only C-heavy will be allowed so we are equipped to do that in all our units. We are reworking our numbers and your CV assumption is not too much of the mark. lactic we should be able to commission in October and PLA in December.

Pankash Traal · Ikigai Asset Manager

partial

Asked about pan masala packaging opportunity size and medium-term revenue potential

Definitely yes. We expect from Jan to March we will have quality production which will be sold. A safe expectation maybe around 40% on average capacity utilization we should be able to achieve.

Shesh Kanani · Asian Market Securities

partial

Asked about PLA tonnage consumption and potential addressable market size

Actually to find a reliable organized data is unfortunately we are failing to find verified data on this but we see it to be a very large market. I cannot show a number in this because it's not verifiable.

Shesh Kanani · Asian Market Securities

direct

Asked about distillation segment margins and impact of transfer pricing

Margins will vary on a quarter to quarter basis depending upon what stock we are using for distillation. In the quarter gone by it was largely B-heavy and there was hardly any sales on grain. So that is the reason margins are at a good level.

Vikram Surya · Philip Capital India

evasive

Asked for company's closing stock, production and consumption estimates for sugar balance sheet

I won't hazard a guess today with so much confusion going around. I said and I maintain the market has moved prices to current level assuming a number which is probably lower than reality. Assume market is thinking closing stock is 30 lakhs it will be 35.

Banoj · SKP Securities

direct

Asked when tight closing stock will normalize and sugar price levels expected

Probably in one year. If they don't allow diversion next year and assume gross production is 31 million, consumption is 29 million, you could see normalization by 1st October 2027. The levels of prices you're looking north of that in coming years.

Banoj · SKP Securities

evasive

Asked if PLA qualifies as alternative under pan masala plastic ban notification

This is something which is in a bit of a dynamic stage. Yes and no is the answer which is what we are getting clarification on. Just wait for everything.