BCLIND

- Normalization of the 200 KLPD ethanol unit at Bathinda (Punjab) after a fire incident on June 19, 2026. - Operations restarted today (August 26, 2026) after receiving all statutory approvals. - Commercial production is expected to commence in approximately 3-4 days.

- SEBI has opened a special window from February 05, 2026, to February 04, 2027, for the transfer and dematerialization of physical securities sold/purchased prior to April 01, 2019, that were rejected or not lodged.

- Fire incident on June 19, 2026, at Bathinda 200 KLPD ethanol plant caused temporary shutdown; full recovery via insurance is expected, and the plant is anticipated to restart in 15 days. - Successfully commissioned a new 150 KLPD unit at Bathinda in early July, expected to mitigate production loss from the temporary shutdown. - Completed acquisition of the remaining 25% stake in Svaksha Distillery Limited, making it a wholly-owned subsidiary. - Distillery segment EBITDA margin improved to 12.4% in Q1 FY27. - Country liquor business volumes increased 42% QoQ and 46% YoY. - ENA realizations declined to INR58/liter in Q1 FY27 from INR70/liter in Q1 FY26 due to oversupply. - The 250 KLPD grain-based plant at Fatehabad has been put on hold due to social media backlash against the ethanol policy, and the biodiesel project is also on hold due to unremunerative prices and imported raw materials. - Company repaid approximately INR 200 crores of debt, with total current debt at INR 360 crores, and reduced working capital limit by INR 50 crores, leading to the unpledging of 75 lakh shares. - Expects to receive an order of approximately 4.5 crore liters from the Supreme Court's allowance for OMCs to procure additional ethanol. - Management sees long-term potential for ethanol demand from flex fuel engines, isobutanol, SAF, and cooking fuel, but notes the pace might slow down. - Aims to enter the high-margin IMFL segment next year; the CBG plant is under active evaluation.

- Order Win: BCL Industries Limited and its subsidiary Svaksha Distillery Limited received additional ethanol allocation from Oil Marketing Companies (OMCs) - Order Value (Volume): Additional 43,700 KL (4.37 Cr litres) of ethanol - Completion Timeline: Supply in Q4 of Ethanol Supply Year (ESY 25-26) - Total ESY 25-26 Allocation: 151,109 KL

- Audio link to the Analyst/Investor Concall held on August 14, 2026, for the unaudited financial results of the quarter ended June 30, 2026, has been provided.

- Q1 FY27 Consolidated Revenue ₹623Cr vs ₹820Cr (▼24% YoY) - EBITDA ₹66Cr vs ₹56Cr (▲17% YoY) - PAT ₹36Cr vs ₹33Cr (▲6% YoY) - EBITDA Margin 10.5% vs 6.8% (▲370bps)

- Q1 FY27 Consolidated Revenue ₹623.42 Cr vs ₹820.30 Cr (▼24.00% YoY) - EBITDA ₹61.09 Cr vs ₹53.50 Cr (▲14.19% YoY) - PAT ₹35.52 Cr vs ₹33.48 Cr (▲6.10% YoY) - EBITDA Margin 9.79% vs 6.52% (▲327bps) - Record date for dividend payment for FY 2025-26 fixed as September 18, 2026. - 50th Annual General Meeting (AGM) scheduled for September 25, 2026 via Video-Conferencing.

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- Concall Schedule for Unaudited Financial Results for the quarter ended June 30, 2026 - Concall Date: Friday, 14 August 2026 - Concall Time: 3:00 PM IST

- BCL Industries Limited has commissioned a 150 KLPD Ethanol brownfield expansion at Bathinda (Punjab). - This expansion increases the plant's total distillery capacity at Bathinda to 550 KLPD.

- Joint Managing Director Mr. Kushal Mittal has been featured in the Avendus Wealth – Hurun India U30 List 2026. This recognition highlights his entrepreneurial leadership, strategic vision, and significant contribution to BCL Industries Limited's growth. The company states this recognition is honorary and has no material financial or operational impact.

- BCL Industries Limited completed the acquisition of the remaining 25% equity stake in M/s. Svaksha Distillery Limited, making it a wholly-owned subsidiary. - The acquisition involved 14,98,632 equity shares for a total cash consideration of ₹55 crore. - Svaksha Distillery's revenue grew significantly from ₹187 crore in FY23 to ₹899 crore in FY26.

- Trading window closed from July 1, 2026, until 48 hours after declaration of Unaudited Financial Results for the Quarter ending June 30, 2026. - Applicable to promoters, directors, KMPs, designated persons, and their relatives.

- SEBI has opened a special window from February 05, 2026, to February 04, 2027, for the transfer and dematerialization of physical securities. - This window is for securities sold/purchased before April 01, 2019, that were previously rejected or not lodged for transfer.

- A major fire broke out in an ethanol tanker at BCL Industries Limited's Bathinda (Punjab) distillery on June 19, 2026. - The fire has been controlled by the fire department, and no injuries to workers or staff were reported. - An investigation has been initiated to determine the causes and assess the incurred losses.

- Consolidated Revenue ₹607.96 Cr vs ₹743.43 Cr (▼18.2% YoY) - EBITDA ₹54.73 Cr vs ₹49.30 Cr (▲11.0% YoY) - PAT ₹26.04 Cr vs ₹27.56 Cr (▼5.5% YoY) - EBITDA Margin 9.00% vs 6.63% (▲237bps)

- Analyst Meet Schedule - Meet Date: Thursday, 11th June 2026 - Mode of Interaction: In Person - Location: Mumbai

- BCL Industries responded to NSE's query regarding a significant increase in trading volume across exchanges. - The company confirmed that all latest relevant information has been updated and no information is pending announcement. - It attributes the positive market sentiment to the recent launch of the Government's E85 programme.

- Concall Schedule - Concall Date: June 10th, 2026 - Meeting between: Mr. Kushal Mittal (MD) and institutional investors (Alchemy Capital Management, Roha Asset Managers, SageOne Investment Managers, Abakkus Asset Manager, Ambit Capital) - Moderated by: Incred Capital

- Concall discussed Q4 and FY26 results, operational performance, and future outlook. - Completed additional 150 KLPD grain-based distillery, increasing total capacity to 900 KLPD; expecting ~₹300 Cr additional revenue and 75% utilization from Q2. - Aiming to maintain/improve EBITDA margins (11.8% in Q4 distillery business) with new capacities and cost efficiencies (paddy straw boiler). - Planning further 250 KLPD distillery expansion at Fatehabad (total 1,150 KL in 1.5-2 years) and a 20-ton CBG plant (~3 years). - Will acquire remaining 25% stake in Svaksha Distillery by June 2026. - Focus on biofuel expansion, entering IMFL market, and aspiring to become debt-free in 5 years. - Operating cash flows improved due to increased profits and working capital release; targeting further improvement. - The land parcel sale of 18 acres is expected to generate ~₹30 Cr for cash consolidation and expansion.