Q4 2026 Bikaji Foods International Ltd Earnings Call Transcript
Key Points
- Bikaji Foods International Ltd (BOM:543653) reported a strong top-line growth of over 18% for the quarter, with core markets growing at more than 15%.
- The company's export segment has been performing well for the past four to five quarters, contributing significantly to overall growth.
- The Family Pack segment saw a 20% increase, supported by successful marketing campaigns such as 'Bhujia ho toh Bikaji' and 'Kya Baat Hai Ji'.
- E-commerce and quick commerce now account for 3% of the overall business, showing a growth of nearly 100%.
- The company achieved a gross margin of 35.6% and an EBITDA margin of 12.2%, indicating strong financial performance.
- The company faced a significant loss with the passing of its Chairman, which affected operations and morale.
- There were disruptions in production due to labor movements related to the Bengal elections, resulting in a loss of approximately four to five days of production.
- Inflationary pressures, particularly in packaging materials and edible oils, have increased costs by 13-14% and 25-30% respectively.
- Despite a price hike of 3%, the company may need to consider further price adjustments if commodity costs continue to rise.
- The EBITDA margin in the second half of the year was lower compared to the first half, partly due to increased advertising costs and provisions for doubtful debts.
Ladies and gentlemen, good day, and welcome to the Bikaji Foods International Limited Q4 and FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I will now hand the conference over to Mr. Ambesh Tiwari from S-Ancial Technologies Private Limited for opening remarks. Thank you, and over to you.
Thank you. Good afternoon, everyone, and thank you for joining the Bikaji Foods International Q4 FY26 earnings conference call. From the management team, we have with us Mr. Rishabh Jain, CFO; and Mr. Manoj Verma, COO.
I now request Mr. Rishabh Jain to take us through the key opening remarks, after which we will have the floor open for question-and-answer session. Thank you, and over to you, sir.
Thank you all for joining the investors call of Bikaji Foods International Limited. Before starting this, one
| 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... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
