BCLIND / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Bcl Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

11

Answered directly

77%

Numeric claims

3

Consistency

contradicted

Question ledger

What was answered, and how?

Harshett · Robo Capital

partial

Revenue and EBITDA outlook for FY27 and FY28

we are expecting to you know uh see the growth in revenue uh with the coming uh additional capacity of 150 KPD so uh from that you know if we run that at 100% utilization so we are expecting somewhere around 300 course from that 150 K

Harshett · Robo Capital

direct

Utilization expectation for new 150 KPD capacity

we'll be able to at least utilize the 75% of the capacity starting from the uh second quarter starting from the sorry second quarter from the second quarter.

Harshett · Robo Capital

partial

EBITDA margin sustainability for distillery business

this beta margins will not go down as per our expectations but can't you can say you cannot commit anything it's agro based commodity market... we will be able to maintain or rather improve the bit margin of 11.8

Vikram Kotek · KCP Limited

direct

Rationale for real estate business

the real estate business is as old as 15 years back. We are not having any fresh project. All the only the projects which were taken up in 2005 to 10 had been completed and whatever we stock that in the shape of properties coming in the shape of cash in the company.

Vikram Kotek · KCP Limited

direct

Five-year strategic vision

we are focusing on bofuel first of all we uh we will be having the current you can say in about two years we'll be putting up another you can say small plant to get into the pio at 30... we see a green future in our company as this bofuel and other things coming in

Vikram Kotek · KCP Limited

partial

Liquor brand strategy and size ambition

this PML Punjab medium we are only authorized to sell it in Punjab only the next segment we propose to enter in the coming years is IMF Indian made for lea yeah so we are taking various steps and soon we'll be coming up with various brand and with IMF entering to the north India then to the prime

Vikram Kotek · KCP Limited

direct

Current net debt level

about 300 cr 35 cr including fund based and non fund based

Trrenit · SJ Investments

direct

Strategy behind edible oil bulk sales only

the unit which was situated within the city was to be shut down because of the various uh government uh you can restriction... So we just want to remain our presence and just like to just for your information the the focus of uh the you can say policy makers of the government is on the reducing the import dependence on the vegetable oil.

Trrenit · SJ Investments

direct

Value of land parcel for sale

Uh value as of now very difficult to say but we should be able to realize the uh close to about 30 30 crores of this of that part.

Sachi Mittal · concept invest 12

partial

Sustainability of improved operating cash flows

it's a totally not temporary business. The company has sufficient cash flow there has uh you can say those some you can say liquidation of edible oil inventory is helping us but we are having a sustained cash flow

Sachi Mittal · concept invest 12

partial

Sensitivity of EBITDA margins to raw material prices

we should have a constant margins because the increase or decrease of the raw material cost is being passed to the buyer only the fixed fixed prices of ethanol so 50% % business uh is on account of the variable cost if penny is being passed to the you can say consumer.

Himmanu Basani · Pinpoint X Capital

direct

Biodiesel viability and policy price revisions

the biological capacity of our company is 75 K LP per day but at present we are not able to manufacture because of the there has not been any price invision or the price uh pricing policy or the mandate... So we are using our capacity uh for the the defined vegetable section.