The call ran from 9:01 AM to 9:49 AM IST (48 min).
Key takeaways
Revenue ₹5,542 Cr, up 16.6% YoY on a weak base. Management gave no margin outlook amid broad input inflation and deflected gross-margin and per-kg cost questions.
| Revenue growth | +16.6% YoY, +11.6% QoQ; GST base effect only 1.5-2%. |
|---|---|
| Margins | Input inflation pressuring gross margin; PAT margin 13%, management declined outlook. |
| Demand visibility | GT resilient; rural strong; premiumisation tailwind; no forward volume figures. |
| Management confidence | Optimistic; margin and cost questions deflected without figures. |
Growth
Revenue +16.6% YoY on a -3% volume base; volume +13%, 3.5% price hike taken. H1 ₹10,506 Cr, +13.1%.
Outlook
No numeric guidance; more price increases in the works; biscuits 78-80% of mix; e-commerce ~7% of sales.
Risks
Palm oil +17%, milk +16%, laminate +18%, fuel +45% YoY; grammage cuts; Reliance entering biscuits; gross margin path undisclosed.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Britannia Industries Q2 FY27 Results: Net Profit ₹726 Cr, Up 10.8% YoY
Britannia Industries Ltd reported revenue from operations of ₹5,598 Cr (+15.6% YoY) and net profit of ₹726 Cr (+10.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹726 Cr · +10.8% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Exited Q1 with mid-teen revenue growth; target is maintaining the virtuous triangle of volume, value, and profitability.
Growth they described
Growth is high-quality and volume-led (9%), with rural recovery signaled by outperforming 'other states' and strong quick-commerce traction.
Call details
| Company | Britannia Industries Ltd |
|---|---|
| NSE symbol | BRITANNIA |
| ISIN | INE216A01030 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 9:00 AM IST |
| Length | 48 min |
| Audio | Our stream on YouTube ↗ |
Britannia Industries Ltd: key numbers
- Share price
- ₹4,785.00
- Market cap
- ₹1,15,255 Cr
- Revenue (annual)
- ₹19,152 Cr
- Net profit (annual)
- ₹2,533 Cr
- P/E (TTM)
- 43.2×Sector 40.9×
- Promoter holding
- 50.55%+0.00% QoQ
- FII holding
- 12.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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