Q4 2026 KRBL Ltd Earnings Call Transcript

May 18, 2026 / 06:30 AM GMT

Release Date Price: ₹328.65 (-3.05%)

Transcript

Key Points

Positve

KRBL Ltd (BOM:530813) achieved a record year for Indian rice exports, with Basmati exports growing by approximately 8% year-on-year to 6.5 million metric tons.
The company reported its best-ever quarter for domestic revenue in Q4 FY2026, with a 22% year-on-year growth, driven by a combination of volume expansion and value improvement.
KRBL Ltd's branded non-Basmati business grew by 38% year-on-year, indicating strong momentum and diversification within its domestic portfolio.
The company maintained a strong market leadership position across various channels, with significant market shares in general trade, modern trade, and e-commerce.
KRBL Ltd's strategic focus on expanding distribution, remodeling supply chains, and investing in brand building has shown positive results, supporting long-term growth and premiumization.

Negative

Export revenues for Q4 FY2026 declined by 33% due to geopolitical disruptions and logistic bottlenecks in the Middle East.
The company's gross margin for the quarter decreased to 29.6% from 31.5% in the previous year, impacted by higher costs of goods sold and lower other income.
Geopolitical tensions in the Middle East have led to increased logistics and freight costs, affecting the overall trade flows and shipment volumes.
KRBL Ltd faces challenges in the export market due to ongoing geopolitical tensions, which have resulted in higher freight costs and longer transit times.
The company is cautious about future inventory buildup due to uncertainties in pricing and export demand, which could impact its operational strategy.

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

KRBL.NS - KRBL Ltd
Q4 2026 KRBL Ltd Earnings Call
May 18, 2026 / 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 the KRBL Limited Q4FY26 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 completes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchstone mode.

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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