ALFA Finder| Management target | Revenue 16.0% FY27 |
|---|
| Revenue growth | 12.5% YoY growth; Q1 saw supply disruptions but June recovered sharply. |
|---|---|
| Margins | EBITDA margin at 13.5% vs 12.2% QoQ; supported by pricing actions. |
| Demand visibility | Strong outlook for festive months; high demand in Quick Commerce channels. |
| Management confidence | Confident but cautious; addressing supply vulnerabilities through decentralization. |
Growth
Revenue grew 12.5% YoY with 7.7% volume growth; Western snacks grew 21.3% while core ethnic snacks grew 11.4%.
Outlook
Management guides for 15-17% revenue growth and 13-13.5% EBITDA margins for the full year.
Risks
Raw material inflation in pulses and oil remains a pressure point; PLI benefits expire next fiscal year.
Last quarter's promises, checked
Delivered
- Guided 15% core market growth → delivered 11.4% (MISS)
- Guided 20% focus market growth → delivered 21.3% Western snacks (BEAT)
- Guided 100% E-com growth → delivered 75%+ (MISS)
Partly delivered
- Guided 3.5 lakh direct outlet reach → delivered 3.7 lakh (BEAT)
- Guided 13.7% EBITDA margin maintenance → delivered 13.5% (PARTIAL)
Missed
- Guided 15% sustainable revenue growth → delivered 12.5% (MISS)
- Guided 50-55% THF top line growth → delivered 50% (PARTIAL)
Earnings Call Transcript filed with BSE, NSE: BIKAJI. Summary written with AI assistance from the document.
Bikaji Foods International Ltd: key numbers
- Share price
- ₹491.55
- Market cap
- ₹12,325 Cr
- Revenue (annual)
- ₹2,994 Cr
- Net profit (annual)
- ₹258.3 Cr
- P/E (TTM)
- 49.4×Sector 41.3×
- Promoter holding
- 73.88%+0.00% QoQ
- FII holding
- 4.74%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bikaji Foods International Ltd
All →Bikaji Foods International Earnings Call Transcript: Key Takeaways
Q2 top-line grew ~13% but volume only ~5%, as festive sweets shifted into Q3. YTD growth guidance raised to 17%+, while Q3 margins face pressure.
- Call
- Guides 17% growth
Bikaji Foods International Investor Presentation: Key Takeaways
Q2 FY27: revenue from operations ₹9,385 Mn (+13.0% YoY), EBITDA ₹1,187 Mn (-7.4%), PAT ₹690 Mn (-11.2%), EBITDA margin 12.6%. Ethnic snacks +19.7%.
Bikaji Foods International Results Update
Bikaji Foods reported Q2 FY27 revenue up 13.0% to INR 9,385 mn with a 12.6% EBITDA margin. H1 revenue rose 12.8% to INR 16,728 mn in its press release.
Bikaji Foods International Q2 FY27 Results: Net Profit ₹69 Cr, Down 11.2% YoY
Bikaji Foods International Ltd reported revenue from operations of ₹938.5 Cr (+13.0% YoY) and net profit of ₹69 Cr (-11.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹69 Cr · -11.2% YoY
Bikaji Foods International Credit Rating
ICRA re-affirmed Bikaji Foods' Bank Facilities rating at AA- (Stable) long-term and A1+ short-term. The rated facility amounts to ₹147.32 Crore.
Bikaji Foods International Board Meeting Date
Bikaji Foods scheduled its board meeting for 05 Nov 2026 to approve Q1 and H1 FY27 results. Trading window closed from 01 Oct 2026 pending announcement.