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
ALFA Filings
Every announcement, straight from the exchange
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
Announcement type
Time
50 announcements with these filters
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.
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 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 Ltd reported revenue from operations of ₹938.5 Cr (+13.0% YoY) and net profit of ₹69 Cr (-11.2% YoY) for Q2 FY27.
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 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 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.
Bikaji Foods has entered a strategic partnership with bakery expert Thayekunni Khaleel, transferring a 30% equity stake in its subsidiary, Bikaji Bakes, to him.
Bikaji Foods International sold a 30% stake in its subsidiary Bikaji Bakes Private Limited for ₹30,000. Following the sale, the entity remains a 70% owned subsidiary.
Bikaji Foods has announced the re-appointment of several directors, including Deepak Agarwal and Shweta Agarwal, to their respective board roles for specified terms.
Bikaji Foods International Limited held its 31st Annual General Meeting on August 20, 2026. Shareholders considered dividend declaration and re-appointment of directors among other business items.
Bikaji reported a challenging start to Q1 FY27 with supply disruptions in core markets but remains optimistic about high-teen growth driven by festival season demand and decentralized production.
Bikaji Foods has granted 1,00,000 employee stock options under its 2021 ESOP scheme. Each option is priced at ₹500.
Bikaji Foods International will incorporate a new subsidiary, Bikaji Foods International UAE Limited, in the UAE. The company will invest ₹26 Crore in the new entity.
Bikaji Foods will incorporate a subsidiary in the UAE to optimize Middle East supply chain operations. The investment is up to AED 1 crore.
Bikaji Foods International Limited entered a 50:50 joint venture agreement with C.G. Savory Corp to form C.G. Bikaji Private Limited in Nepal for snack manufacturing.
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).
Bikaji Foods International reported Q1 FY27 results, with revenue growing 12.5% to ₹734.3 Crore. The company also announced strong volume growth across its core product categories.
Bikaji Foods approved a joint venture in Nepal with C.G. Savory, a ₹15 Crore investment in the venture, and a new subsidiary in Abu Dhabi.
Bikaji Foods International Ltd reported revenue from operations of ₹720.3 Cr (+13.1% YoY) and net profit of ₹59.5 Cr (+1.7% YoY) for Q1 FY27.
Bikaji Foods International Ltd filed its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26. The report covers sustainability metrics and general disclosures.
Bikaji Foods International Ltd issued a notice for its 31st Annual General Meeting scheduled for August 20, 2026, including a proposed final dividend.
Bikaji Foods International Limited has released its Annual Report for the 2025-26 financial year. The document includes the notice for the 31st Annual General Meeting.
Bikaji Foods scheduled a board meeting on August 05, 2026. The board will consider and approve unaudited financial results for the June quarter.
Bikaji Foods invested $2.9 million (Rs.27.55 Crore) into its US-based wholly-owned subsidiary. This capital infusion follows a prior board approval for expansion.
Bikaji Foods completed a $290,000 share subscription in its US subsidiary. The stake remains at 100%, supporting its US market expansion.
Bikaji Foods completed acquisition of 74% in JBDSP for ₹1.48 Lakh. The target, now a subsidiary, operates in FMCG with ₹19.81 Cr turnover.
Bikaji Foods International Limited cancelled its scheduled institutional investor and analyst meeting in Mumbai. This administrative update indicates a change in the company's immediate investor engagement schedule.
Bikaji reported Q4 revenue of ₹720cr with 18% growth and 12.2% EBITDA margin. Management focused on distribution expansion to 3.5 lakh outlets and premium family packs.
Bikaji Foods submitted its Annual Secretarial Compliance Report for the financial year ended March 31, 2026. The report confirms regulatory compliance with no adverse observations or penalties.