KRBL Ltd (BOM:530813)

Q2 2026 KRBL Ltd Earnings Call Transcript

Nov 14, 2025 / 06:30 AM GMT

Release Date Price: ₹429.45 (+13.43%)

Transcript

Key Points

Positve

KRBL Ltd (BOM:530813) reported a 70% year-on-year growth in export revenue for Q2 FY26, driven by strong performance in both private label and branded business.
The company achieved a robust EBITDA margin of 16.6% and a profit after tax margin of 11.2%, highlighting strong operational efficiency.
KRBL Ltd (BOM:530813) is strategically entering the real estate sector, leveraging its strong financial position and healthy internal accruals to create long-term value.
The company has successfully expanded its e-commerce presence, with e-commerce contributing 23% to consumer-backed revenue, up from 18% last year.
KRBL Ltd (BOM:530813) is focusing on health and wellness through its Uplife brand, which has reached a market share of 5.5% in stores where available, indicating positive reception and growth potential.

Negative

Heavy monsoon rains and flash floods in certain regions have caused localized water logging and higher moisture content in paddy, leading to grading challenges for millers.
The imposition of a 50% tariff by the United States on Indian rice exports could impact India's competitiveness in the US basmati market.
KRBL Ltd (BOM:530813) faces challenges in the Saudi Arabian market, with no appointed distributor yet, which may slow down market penetration.
The company's entry into the real estate sector has raised concerns among investors about potential diversion of focus and resources from its core rice business.
Despite strong export growth, domestic revenue growth was relatively modest at 6% for Q2 FY26, indicating potential challenges in the domestic market.

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

KRBL.NS - KRBL Ltd
Q2 2026 KRBL Ltd Earnings Call
Nov 14, 2025 / 06:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the KRBL Limited Q2 FY26 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 touchstone 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, Mr. Ashish.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.