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Investor Presentation

Bikaji Foods International Investor Presentation: Key Takeaways

Bikaji reported Q1FY27 revenue of INR 7,343mn (up 12.5% YoY) with 35.7% gross margins. Strategy focuses on expanding direct reach (14.46 lakh outlets) and scaling Western Snacks (+21.3% growth).

Highlights
Revenue growth12.5% YoY
MarginsGross margin up 70 bps YoY to 35.7%
Demand visibilityDirect reach expanded to 3.7 lakh outlets

Growth

Revenue grew 12.5% YoY; Volume grew 7.7% YoY. PAT reached INR 595mn (up 1.6% YoY).

Outlook

Focus on 10+ new e-commerce product launches and scaling distribution in 'Focus' markets (+18.9% growth).

Risks

Edible oil prices showing sharp upward sensitivity; Papad segment saw a 6.5% YoY revenue decline.

Last quarter's promises, checked

Delivered

  • Guided 13% core state growth → delivered 12.5% revenue growth (= PARTIAL)
  • Guided 1.5x growth in focus markets → delivered 18.9% focus market growth (= BEAT)
  • Guided 20% Western snacks growth → delivered 21.3% growth (= BEAT)

Partly delivered

  • Guided 50,000 annual outlet expansion → delivered 20,000 net new outlets (3.5L to 3.7L) (= MISS)

Missed

  • Guided 15% volume growth → delivered 7.7% volume growth (= MISS)
Source

Investor Presentation filed with BSE, NSE: BIKAJI. Summary written with AI assistance from the document.

Read the document ↗

Bikaji Foods International Ltd: key numbers

Share price
₹573.95
Market cap
₹14,391 Cr
Revenue (annual)
₹2,994 Cr
Net profit (annual)
₹258.3 Cr
P/E (TTM)
55.7×Sector 43.4×
Promoter holding
73.88%+0.00% QoQ
FII holding
4.61%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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