Bikaji Foods International Ltd (BOM:543653)

Q3 2026 Bikaji Foods International Ltd Earnings Call Transcript

Jan 28, 2026 / 06:30 AM GMT

Release Date Price: ₹660.7 (+2.21%)

Transcript

Key Points

Positve

Bikaji Foods International Ltd (BOM:543653) reported strong growth in its ethnic and Western snacks categories, with ethnic snacks growing by 13.5% and Western snacks by over 20%.
The company has seen positive impacts from the GST benefits, leading to increased volume growth in its core snack categories.
Bikaji Foods International Ltd (BOM:543653) launched successful marketing campaigns, including a new logo and celebrity endorsements, which have positively impacted brand visibility and sales.
The company has expanded its distribution network significantly, now reaching approximately 1.4 million outlets, which has contributed to its growth.
Bikaji Foods International Ltd (BOM:543653) has entered into a joint venture with TK Khalid in the Middle East, which is expected to enhance its presence in the bakery category and drive future growth.

Negative

The sweet business segment experienced negative growth due to the preponement of Diwali, impacting overall sales.
There is a noted increase in advertising costs, which stood at 4% of sales in the third quarter, potentially affecting profitability.
The company faces challenges with stock runouts due to retailers delaying purchases in anticipation of discounts, leading to potential sales losses.
Despite growth in focus states, the overall growth rate in these regions was only 10.2%, which is below the company's expectations.
There is a concern about the impact of raw material price fluctuations, particularly peanuts, which could affect future margins if prices rise.

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

BIKA.NS - Bikaji Foods International Ltd
Q3 2026 Bikaji Foods International Ltd Earnings Call
Jan 28, 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 Bigati Food International Q3 SI 26 earnings conference call. As a reminder, all participants line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. I now hand the conference over to Mr. Ambesh Sawari.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank you.

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