Trualt Bioenergy Ltd

GST Demand Details

• GST demand received on 20 Aug 2026 from DGSTO Belagavi, Karnataka.
• Tax demanded: Rs 6.14 crore (incl. interest); penalty Rs 0.46 crore; total Rs 6.60 crore.
• Nature of action: Excess ITC claimed.
• No immediate material impact; company evaluating recourse.
• Under CGST, IGST, KGST Acts.

Promoter holding change

• NHPL acquired 20,000 shares at Rs 467.56 on 12-08-2026; promoter group stake.
• Stake increased to 1.68% from 1.65% (14,39,136 vs 14,19,136 shares).
• Total consideration Rs 9,351,200 (Rs 93.51 lakh) via market purchase on NSE.
• Intimation to company dated 13-08-2026 under PIT Reg 7(2).

Promoter holding change

• NHPL acquired 24,200 TruAlt Bioenergy shares at Rs 478.38 each on 11 Aug 2026.
• Total NHPL holding increased from 13,94,936 shares (1.63%) to 14,19,136 shares (1.65%).
• Aggregate investment value for the acquisition: Rs 1,15,76,796; trade executed on NSE (open market).
• Date of intimation to the company: 12 August 2026.

Promoter group shareholding change

• NHPL acquired 57,801 TruAlt Bioenergy shares at Rs 478.16, value Rs 2,76,38,126.
• NHPL stake rises from 1.56% (13,37,135) to 1.63% (13,94,936).
• Acquisition executed on market via NSE on 10 August 2026.
• Form-C disclosure filed under SEBI PIT Regulation 7(2).

Promoter stake change

• NHPL bought 21,600 equity shares at Rs 462.98, aggregating to Rs 1,00,00,363, raising stake from 1.43% to 1.45%.

Meeting Details

• Date and time: July 29, 2026 at 11:00 A.M. IST
• Type/Mode: earnings conference call; virtual audio
• Event: earnings conference call
• Recording: audio recording available on the company website

Participants

• Company management participants not disclosed in filing

Purpose

• Discuss unaudited standalone and consolidated results for quarter ended June 30, 2026

Financial Highlights

• Total Income rose to ₹641.41 Cr in Q1 FY27 from ₹326.63 Cr (YoY +96.37%).
• EBITDA rose to ₹132.76 Cr from ₹41.54 Cr (YoY +219.62%).
• PAT after tax rose to ₹59.27 Cr from ₹4.73 Cr (YoY +1,154%).
• Q1 FY27 was the first full YoY Q1 as a listed company.

Capacity and Operations

• Installed ethanol capacity rose from 1,400 KLPD to 2,000 KLPD (Q1 FY26 to Q1 FY27).
• About 1,300 KLPD (65%) now runs on dual-feed technology.
• Capacity utilization at 60.57% indicates significant headroom for growth.

Strategic Growth Initiatives

• Four CBG plants underway under the Sumitomo JV; six more with GAIL advancing.
• 100 million LPA SAF project in Andhra Pradesh progressing; ₹150 crore PM-JI-VAN grant received.
• Downstream fuel retailing expansion prioritized amid geopolitical tensions and market volatility.

Outlook and Management Focus

• Management aims to increase gross capacity utilisation and efficiency.
• Plan to drive higher production from existing manufacturing platform.
• Expected near year-round operations and resilient, profitable business.
• Projecting opportunities across CBG, SAF, and downstream for long-term value.