Q2 2026 Britannia Industries Ltd Earnings Call Transcript

Nov 6, 2025 / 04:00 AM GMT

Release Date Price: ₹6160.55 (+2.52%)

Transcript

Key Points

Positve

International business is performing well, particularly in the cake and brownie segments.
Cheese segment has seen healthy growth in e-commerce and general trade, with sequential market share gains.
Renewable energy usage increased by 13% to 45%, and water consumption has been reduced in most plants.
The women factory workforce has increased to 45%, showing progress in gender diversity.
Profitability has improved with net sales growing by 4.1%, operating profit by 23%, and profit after tax by 23%.

Negative

There was a disruption in the third month of the quarter due to GST implementation, leading to a 2% offline loss.
The cheese market growth has slowed down, impacting performance in modern trade channels.
Employee costs have been impacted by provisions, with a significant reduction compared to the previous year.
There is a need for more aggressive strategies in certain regions to counter regional competitors.
The dairy segment's performance has not met expectations, requiring further strategic adjustments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BRIT.NS - Britannia Industries Ltd
Q2 2026 Britannia Industries Ltd Earnings Call
Nov 07, 2025 / 04:00AM GMT

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Presentation
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On the kno

International business continues to do well, shaping up in cake, the brownie, we, have, seen a change after our relaunch, we need to meet our own expectations on our overall level on cake.

Cheese, we've seen very healthy growth in e-commerce, also general trade,

And we've started to see sequential market share gains, which is a positive thing as far as Jesus concerned.

Moving on to the next slide, which is on ESG

A renew

Able energy has gone up by 13% to almost 45%.

We've had reduction in the water consumption in most of our plants.

The women factory workforce has gone up to 45%.

It's a small number, but significant because that

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