TruAlt Bioenergy Limited — Q2FY27 earnings call summary

Filed 29 October 2026 · Official transcript

ENA prices INR62-63/liter; industrial alcohol demand ~250-300 Cr liters; domestic supply expected to rise
Capex mainly on CBG expansion (~INR300 Cr); debt increase INR70-80 Cr expected
Ethanol blended average realization INR64-65/liter; raw material cost expected sub 70% of revenue
CBG capacity 72 TPD; 4 plants operational; 6 more planned with GAIL; EBITDA margin 50-55%
Q2 FY27 revenue grew 606% y-y to INR811 Cr; H1 revenue INR1,438 Cr +243% y-y
Ethanol volume H1: 19.07 Cr liters; Q2: 10.78 Cr liters; pending orders 8.5 Cr liters
Government ban on sugarcane juice and B-heavy molasses increases grain-based ethanol demand
Management cautious on El Nino impact; expects margin pressure but aims to stock raw materials