Q4 FY26 Capacity Utilization: 90-95%
All five ethanol plants fully operational; targeting optimum 5.5-6 crore liters monthly production as utilization normalizes from partial Q3 performance.
TRUALT / guidance tracker
Keep management guidance in view.
TruAlt Bioenergy · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
growth
FY26 Ethanol Production Target: 36-37 crore liters
Revised downward from earlier 41 crore liters projection due to Q2 complete shutdown and Q3 disruptions from Karnataka farmer protests and delayed grain-based plant commissioning.
CBG Plants Phase 1 Commissioning by July 2026
Four new CBG plants (80 TPD total) under Sumitomo JV scheduled to commission by June-July 2026; five GAIL plants (100 TPD total) to follow after February equity infusion.
SAF Facility: 100 million liters per annum by FY28
Targeting 180-200 rupees per liter realization with 22-25% EBITDA margin; ₹2,000 crore capex with ₹150 crore PMG1 viability gap funding expected; commissioning targeted July-October 2027.