Q1 2027 KRBL Ltd Earnings Press Conference Transcript

Aug 14, 2026 / 10:59 AM GMT

Release Date Price: ₹386.4 (+3.73%)

Transcript

Key Points

Positve

Domestic revenue grew 14% year-on-year, driven by strong demand in India.
Management expects low double-digit growth in the domestic business for the foreseeable future.
KRBL remains the market leader across all channels, with a 37% share in general trade and higher shares in other channels.
The company is diversifying into health-focused products, including recently launched Poha and rice bran oil.
Distribution network expansion into tier 2 and tier 3 cities is a key growth driver, supported by modern trade, e-commerce, and quick commerce.

Negative

Overall revenue declined 6% year-on-year due to significant export disruptions.
Exports to the Middle East, which account for 70% of India's basmati exports, were severely impacted by the West Asia situation.
Freight rates between February and August increased four to five times, making shipping to the Middle East difficult and uncertain.
The company cannot provide a clear export growth target for FY27 due to the unpredictable situation in the Middle East.
The value of the 130-acre Samalka land parcel was not disclosed, leaving uncertainty about its potential monetization.

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

KRBL.NS - KRBL Ltd
Q1 2027 KRBL Ltd Earnings Press Conference
Aug 14, 2026 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Welcome back, you're watching Buy Now Cell Now, last week of the show and we are connecting with the management of KRBL. Ashish Jain who is the CFO joins us to talk more on the numbers. Ashish, hi morning and welcome to the show.

So Q1 numbers are mixed, revenue down almost 6% year on year. What according to you weighed heavy on the numbers?

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Unidentified_2 [2]
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As we supply to two parts of the world, one is India and the other rest of the world. So in India, our revenue actually grew by 14% on a year on year basis. However, exports were impacted. So for

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