Shares of BCL Industries Ltd rose to nearly 3% on Wednesday, October 29, 2025, after the company announced a major ethanol supply allocation from Oil Marketing Companies (OMCs) for Ethanol Supply Year (ESY) 2025–26. In a regulatory filing, BCL said that along with its subsidiary Svaksha Distillery Ltd, it has been allocated a total of 1,07,409 kilolitres (KL) of ethanol under the Ethanol Blending Programme (EBPP).
Order Allocation Details
The total allocation for the BCL Group includes contributions from both entities:
| Company | Q1 (KL) | Q2 (KL) | Q3 (KL) | Q4 (KL) | Total (KL) |
|---|---|---|---|---|---|
| BCL Industries Ltd | 18,343 | 15,501 | 13,862 | 12,477 | 60,183 |
| Svaksha Distillery Ltd | 11,395 | 8,658 | 5,207 | 4,072 | 29,332 |
| Reliance Industries (for Svaksha Distillery) | 4,354 | 4,500 | 4,500 | 4,540 | 17,894 |
| Total (Group) | 34,092 | 28,659 | 23,569 | 21,089 | 1,07,409 |
The company clarified that this ethanol allocation is part of its normal course of business and forms a significant part of its operational order book for FY26.
Strategic Outlook
The allocation reinforces BCL Industries’ position as a key ethanol supplier under India’s national biofuel program. The company continues to benefit from the government’s ethanol blending policy, which targets increased blending percentages to reduce oil imports and enhance energy security.
With a strong supply base and growing production capacity, BCL and its subsidiary are expected to maintain their momentum in the renewable fuels segment, especially given India’s push toward E20 (20% ethanol blend) implementation by 2026.
Stock Performance
Following the announcement, BCL Industries shares rose 2.81% to ₹40.25 on the BSE, compared to the previous close of Rs 46.10.
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