Trualt Bioenergy Ltd (TRUALT) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management will repay INR 125 crore of debt using proceeds from the sale of its Badami ethanol plant, deleveraging the balance sheet.
- The new GOBARdhan policy doubles CBG capex subsidy to INR 2 crore/TPD and raises gas offtake prices, significantly boosting project returns.
- The company is eligible to bid for 66 crore liters in the new ethanol tender and expects a final allocation of 40-42 crore liters.
Performance Overview
- Trualt Bioenergy Ltd reported a significant 606% year-on-year revenue growth in Q2 FY27, driven by higher operating volumes and improved capacity utilization.
- Profitability saw a major turnaround, with the company posting a profit after tax of INR 35 crore compared to a loss in the same quarter last year.
- EBITDA margins moderated to 14.03% in Q2, down from Q1, primarily due to a 25-30% increase in raw material prices.
- The company secured an additional 15 crore liters of ethanol allocation for the last supply year, increasing total allocation to nearly 40 crore liters.
- Strategic progress continues in the Compressed Biogas (CBG) segment, with one new plant commissioned and two more nearing completion, set to bring total capacity to 72 TPD by the end of Q3.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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