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Investor Presentation

Britannia Industries Investor Presentation: Key Takeaways

Britannia reported solid Q1 FY27 results with 9.5% revenue growth and 13.6% PAT growth. Strategy focuses on distribution efficiencies, brand elevation, and innovation in adjacencies like Dairy and Croissants.

Highlights
Revenue growth9.5% YoY for Q1 FY27.
MarginsOperating profit margin at 15.3%; PAT margin at 11.9%.
Demand visibilityPositive momentum in General Trade and E-commerce.
Management confidenceHigh; citing healthy growth across all channels.

Growth

Revenue reached Rs 4,964 Cr (+9.5% YoY). PAT (Owner's share) stood at Rs 591 Cr (+13.6% YoY).

Outlook

Targeting double-digit growth in Dairy and Adjacencies. Focus on regional 'Many Indias' strategy and ESG KPI improvements.

Risks

Significant input cost inflation in Industrial Fuel (+69% YoY) and Laminates (+14% YoY). Flat growth in International business.

Last quarter's promises, checked

Delivered

  • Targeted supply chain optimization → Moved North America mfg to Mundra (= BEAT)
  • Commitment to CEP cost measures → Increased discipline 10x vs 2013-14 (= BEAT)
  • Focus on ESG KPIs → Achieved 7% water reduction and 14% renewable energy share (= BEAT)

Partly delivered

  • Targeted normalized growth in B2B/Wholesale → General Trade momentum positive but overall volume metrics not disclosed (= PARTIAL)

Missed

  • Expected West Asia recovery by mid-May → International business remained flat (= MISS)
Source

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

Read the document ↗

Britannia Industries Ltd: key numbers

Share price
₹4,937.50
Market cap
₹1,18,929 Cr
Revenue (annual)
₹19,152 Cr
Net profit (annual)
₹2,533 Cr
P/E (TTM)
45.7×Sector 43.4×
Promoter holding
50.55%+0.00% QoQ
FII holding
13.40%Current quarter

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

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