Sugar shares have been in focus throughout morning commerce on September 2 after the federal government introduced the elimination of manufacturing limits on ethanol derived from sugarcane juice, sugar syrup, and molasses for the 2025-26 provide 12 months.
Starting November 1, mills and distilleries will have the ability to produce ethanol with out quantitative restrictions, as confirmed by the Ministry of Shopper Affairs, Meals & Public Distribution.
The Division of Meals and Public Distribution (DFPD) will periodically assessment diversion ranges to make sure regular home sugar availability. The transfer comes amid increased sugarcane provides anticipated within the new season, supported by two consecutive years of ample monsoon rains and elevated acreage beneath cultivation. Listed below are 5 shares that have been in focus throughout the session.
Balrampur Chini Mills Restricted (BCML) is amongst India’s largest built-in sugar producers. Alongside sugar, its operations span distilleries and cogeneration of energy. The corporate has expanded capability by strategic initiatives and acquisitions, establishing itself as one of the vital environment friendly gamers within the sector.
The corporate has a market cap of Rs. 11,644.72 crore. Its inventory opened at Rs. 567.25 on September 2 in opposition to the earlier shut of Rs. 541.75 and touched an intraday excessive of Rs. 584.40, marking a acquire of seven.86 % from the earlier shut.
BCML has an mixture cane crushing capability of 80,000 tonnes crushed per day (TCD) and a distillery capability of 1,050 kilolitres per day (KLPD). It operates 5 distillery items and 10 sugar items throughout its community.
Bajaj Hindusthan Sugar Restricted (BHSL), integrated in 1931 as The Hindustan Sugar Mills Restricted, is engaged within the manufacturing of sugar, alcohol, ethanol, and energy technology.
The corporate has a market cap of Rs. 2,843.40 crore. Its shares opened at Rs. 21.50 in comparison with the earlier shut of Rs. 20.32 and climbed to an intraday excessive of Rs. 23.09, reflecting an increase of 13.65 %.
Through the 12 months, the corporate’s industrial alcohol and ethanol manufacturing stood at 1,07,757 KL, down from 1,78,121 KL within the earlier 12 months. Gross sales volumes have been 1,20,410 KL in comparison with 1,52,719 KL beforehand.
No ethanol was produced from B-heavy molasses throughout the 12 months, in opposition to 1,11,443 KL within the prior 12 months. Gross sales from B-heavy molasses–primarily based ethanol have been 11,222 KL with a median realization of Rs. 60,574 per KL, in comparison with 1,06,175 KL at Rs. 60,668 per KL beforehand.
Shree Renuka Sugars, headquartered in Belagavi, Karnataka, is engaged within the manufacturing and refining of sugar, together with ethanol and ethyl alcohol manufacturing and energy technology. Its flagship model, Madhur, has a robust presence in each conventional and fashionable retail codecs throughout the nation.
The corporate has a market cap of Rs. 6,996.35 crore. Its inventory opened at Rs. 30.26 on September 2 in comparison with the earlier shut of Rs. 28.78 and hit an intraday excessive of Rs. 33.50, recording a acquire of 16.45 %.
As of March 2025, the corporate has an ethanol manufacturing capability of 1,250 KLPD and a crushing capability of 37,500 TCD. Its uncooked sugar melting capability stands at 5,500 tonnes per day. In FY25, it produced 159 million litres of ethanol, with 94 % of the output being premium-grade.
Dhampur Sugar Mills Restricted is an built-in sugarcane processing enterprise engaged in sugar manufacturing, ethanol and chemical manufacturing, in addition to energy cogeneration. The corporate makes use of by-products similar to bagasse and molasses throughout its distillery and co-generation companies. Its working segments embody Sugar, Energy, Ethanol, Chemical compounds, Potable Spirits, and Others.
The corporate has a market cap of Rs. 913.15 crore. Its inventory opened at Rs. 133.15 in comparison with the earlier shut of Rs. 126 and surged to an intraday excessive of Rs. 143.75, reflecting a acquire of 14.07 %.
The corporate operates by two amenities. At its Dhampur plant, it has a sugar capability of 15,000 TCD, a distillery capability of 350 KLPD (C-heavy), and an ethyl acetate facility of 140 metric tonnes per day. At Rajpura, the sugar capability stands at 9,000 TCD. In Q1FY26, ethanol contributed 22.1 % of income, up 2 % year-on-year, whereas sugar accounted for 61.1 %.
Triveni Engineering and Industries Ltd is a diversified conglomerate with core operations in sugar, ethanol, and engineering. Strategically positioned within the sugarcane-rich western and central belt of Uttar Pradesh, it’s among the many high three sugar producers in India and the second-largest ethanol provider within the nation.
The corporate has a market cap of Rs. 7,966.79 crore. Its shares opened at Rs. 360 on September 2 versus a earlier shut of Rs. 350 and reached an intraday excessive of Rs. 368.80, representing a acquire of 5.37 %.
For the ethanol provide 12 months 2024-25, the corporate contracted to provide 1,077 crore litres of ethanol. Its sugarcane crushing capability stands at 70,500 tonnes per day, supported by an alcohol and distillery capability of 960 KLPD.
Written By Manan Gangwar
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