ALFA Finder
The call ran from 12:31 PM to 1:35 PM IST (1 h 5 min).
Key takeaways
Record Q2 revenue of ₹630.5 Cr (+14.3%) and PAT of ₹45.7 Cr (+25.3%) despite steeper inflation. EBITDA margin held flat QoQ at 13.1%, but management expects margin pressure to persist into Q3.
| Revenue growth | Revenue ₹630.5 Cr, +14.3% YoY, +14.9% QoQ; H1 +15.1%. |
|---|---|
| Margins | EBITDA margin 13.1%, +50bps YoY, flat QoQ; gross margin down on RM/PM costs. |
| Demand visibility | Domestic demand resilient; weak rural sentiment from below-normal monsoon; festive H2 support. |
| Management confidence | Balanced: upbeat on H2 festive demand, but admits quarter tougher than expected. |
Growth
Revenue +14.3% YoY, but EBITDA +19.1% and PAT +25.3% show operating leverage. Gross margin fell about 1pp QoQ.
Outlook
Mid-to-high teens revenue growth forecast for H2. Price increases of about 5-6% for the full year. EBITDA margin target of about 13.5-14% in Q4.
Risks
Margin pressure persists into Q3. West Asia escalation, freight costs, a weak monsoon hitting rural demand, and delayed export shipments are bear triggers.
Last quarter's promises, checked
Delivered
- Guided bakery low-teens growth → high-teens bakery growth (= BEAT)
Partly delivered
- Guided Q2 most inflation covered, margins improving → EBITDA flat QoQ at 13.1%, gross margin down ~1pp QoQ (= PARTIAL)
- Guided Q4 FY27 EBITDA 14% → Q2 13.1%, Q4 now 13.5-14% (= PARTIAL)
- Guided FY27 mid-teens revenue growth → H1 +15.1%, full year open (= PARTIAL)
Missed
- Guided Q3 FY27 commodity costs fully covered → Q3 margin pressure now expected to persist (= MISS)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Mrs. Bectors Food Specialities Q2 FY27 Results: Net Profit ₹45.7 Cr, Up 25.2% YoY
Mrs. Bectors Food Specialities Ltd reported revenue from operations of ₹630.5 Cr (+14.3% YoY) and net profit of ₹45.7 Cr (+25.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹45.7 Cr · +25.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targets mid-teens revenue growth and 14% EBITDA margins by Q4 FY27, aiming for 16% by FY30.
Growth they described
Revenue grew 16% YoY, supported by 15.7% biscuit and 17.5% bakery growth, driven by both price and volume.
Call details
| Company | Mrs. Bectors Food Specialities Ltd |
|---|---|
| NSE symbol | BECTORFOOD |
| ISIN | INE495P01020 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 12:30 PM IST |
| Length | 1 h 5 min |
| Audio | Our stream on YouTube ↗ |
Mrs. Bectors Food Specialities Ltd: key numbers
- Share price
- ₹210.05
- Market cap
- ₹6,448 Cr
- Revenue (annual)
- ₹2,044 Cr
- Net profit (annual)
- ₹140.9 Cr
- P/E (TTM)
- 40.8×Sector 40.7×
- Promoter holding
- 49.03%-0.01% QoQ
- FII holding
- 6.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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