ALFA Finder| Revenue guidance | 15.0% → 17.0% Raised by 2.0 percentage points |
|---|---|
| Management target | Revenue 17.0% FY27 |
| Revenue growth | Top-line ~13% YoY; Diwali shift to Q3 cited. |
|---|---|
| Margins | Q2 gross margin 34.4%; H1 EBITDA ~12.6%; Q4 guided ~13%+. |
| Demand visibility | Snacking demand strong; October up ~50% YoY, sweets shifting into Q3. |
| Management confidence | Optimistic; raised growth guidance while conceding Q3 margin pressure. |
Growth
Top-line ~13% YoY; total volume ~5%; snacking value +22%. Festive sweets shift depressed Q2 and flatters Q3.
Outlook
FY27 revenue growth guided ~17%. Q4 EBITDA margin guided above ~13%. THF growth guided 60-70% this year.
Risks
Standalone gross margin hit ~1.7% in Q2 and Q3 faces pressure. Price hikes deferred to post-Diwali. Edible oil, sugar and packaging cost inflation persists.
Last quarter's promises, checked
Delivered
- No MRP hike till Diwali → none taken Sep–Oct (= BEAT)
Partly delivered
- FY EBITDA 13–13.5% → H1 ~12.6% (= PARTIAL)
- THF 22→35 stores this year → 34 now, 40 by YE guided (= PARTIAL)
Missed
- FY growth 15%+ (~16%/qtr pace) → Q1 ~12.5%, Q2 ~13% (= MISS)
- Q2 gross margin stable → standalone GM hit ~1.7% (= MISS)
Earnings Call Transcript filed with NSE, NSE: BIKAJI. Summary written with AI assistance from the document.
Bikaji Foods International Ltd: key numbers
- Share price
- ₹476.35
- Market cap
- ₹11,944 Cr
- Revenue (annual)
- ₹2,994 Cr
- Net profit (annual)
- ₹258.3 Cr
- P/E (TTM)
- 47.9×Sector 40.7×
- 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 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.
Bikaji Foods International Other Announcement
Bikaji Foods filed its quarterly shareholding pattern for the period ended September 30, 2026. It also provided a note regarding the demise of promoter Mr. Shiv Ratan Agarwal.