BALRAMPURCHINIMILLS / Q4-FY26 / 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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WatchQ4-FY26 · 2026-04-23Back to quarter ↗

Questions audited

Answered directly

75%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Prashant Bani · Ara Capital

direct

Rationale for equity raise close to project commercial timeline.

This is a 5% dilution. B we are participating. ... The idea was to raise this capital because there is a 390 cr outlay ... to ensure liquidity to ensure rating to ensure no banker says that you know you violated some ratios etc.

Prashant Bani · Ara Capital

partial

Cost dynamics and revenue potential of lactogypsum plant.

for 80,000 tons of PLA uh we are expecting in lacto gypsum in the region of around 1.16 less to 1.1 and this has a revenue annual revenue potential of around 150 or

Prashant Bani · Ara Capital

direct

Input-output ratio of lactogypsum to gypsum board.

this 1.16 6 lakh tons of gypsum will result into around 63 lakhs pieces of that's 63 lakh pieces of

Prashant Bani · Ara Capital

partial

Margins and payback period for gypsum board business.

expecting a payback period of around five years

Prashant Bani · Ara Capital

direct

Willingness to offload NBFC investment to deleverage.

Definitely eventually yes 100%.

Prashant Bani · Ara Capital

declined

Timeline and valuation for NBFC stake sale.

The timing and etc are not fair to answer now.

Shahesh Kanani · Mack

partial

Whether PLA project cost increase alters yield or efficiency.

minor tweakings always will lead to it. Yes, you're right. But it's impossible to be able to quantify all that today.

Shahesh Kanani · Mack

direct

Expectation of further project cost revisions.

Uh yes because from the machinery is largely coming. Uh yeah I that that that should be it.

Shahesh Kanani · Mack

direct

Eligibility of revised project cost for UP bioplastic capital subsidy.

the document the policy document does not curtail your investment and yes therefore what you said is absolutely correct

Shahesh Kanani · Mack

direct

Use of bagasse fiber in gypsum board production.

No, that does not it's not required at all. It requires paper and gypsum that's it.

Shahesh Kanani · Mack

partial

Positioning of gypsum board as premium ESG product.

I this is not envisaged at this point of time but in the future it is definitely replacing mind material. ... to attribute value based on that I don't know if you'll get more value

Nishita · Crown Capital

direct

Confirmation of revenue potential from gypsum board.

Yes. Yes.