Q1 2026 KRBL Ltd Earnings Call Transcript

Aug 8, 2025 / 06:30 AM GMT

Release Date Price: ₹427.45 (+15.12%)

Transcript

Key Points

Positve

KRBL Ltd (BOM:530813) reported a 98% growth in export revenue for Q1 FY 2026, driven by strong momentum in the export business.
The company achieved a total revenue of INR 1,584 crore, reflecting a 32% increase over the corresponding quarter last year.
Domestic sales excluding power grew by 15%, with branded Basmati sales increasing by 16% and branded non-Basmati sales surging by 77%.
KRBL Ltd (BOM:530813) has received all necessary approvals to establish a subsidiary in Saudi Arabia, marking a critical step towards deepening its presence in the region.
The company is expanding into the healthy edible oils segment, with plans to reach INR 40 crore in revenue in FY 2026 and a target of INR 300 crore over the next 3 to 5 years.

Negative

The US government has imposed a 25% tariff on Indian Basmati rice exports, which could impact KRBL Ltd (BOM:530813)'s competitiveness in the US market.
The company faces challenges in Saudi Arabia due to distributor issues and a slowdown in the market post-Ramadan.
There is volatility in Basmati rice prices, which has impacted inventory management and pricing strategies.
The modern trade channel faced category headwinds, with the packaged rice segment declining by 22% in the quarter.
KRBL Ltd (BOM:530813) is outsourcing its healthy edible oils production, which may result in lower margins initially due to high brand building and distribution investments.

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

KRBL.NS - KRBL Ltd
Q1 2026 KRBL Ltd Earnings Call
Aug 08, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to KRBL Limited Q1F5 26 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Ashish Jain, Chief Financial Officer of KRBL Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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