ALFA Finder| Revenue growth | 9.5% consolidated growth, primarily organic volume-driven. |
|---|---|
| Margins | Pressure from sugar, palm oil, and fuel costs; 13.6% PAT growth. |
| Demand visibility | Strong rural recovery and healthy momentum in urban quick-commerce. |
| Management confidence | Confident but cautious regarding persistent commodity price volatility. |
Growth
Growth is high-quality and volume-led (9%), with rural recovery signaled by outperforming 'other states' and strong quick-commerce traction.
Outlook
Exited Q1 with mid-teen revenue growth; target is maintaining the virtuous triangle of volume, value, and profitability.
Risks
Sharp inflation in industrial fuel, sugar, and palm oil; inability to fully pass through costs via shrinkflation.
Last quarter's promises, checked
Delivered
- Guided price stabilization in rural/wholesale → delivered 9% volume surge (= BEAT)
- Guided double-digit growth in adjacent categories → delivered double-digit growth (= BEAT)
- Guided expansion of health platform → delivered Doodh Marigold variant (= BEAT)
Partly delivered
- Guided calibrated price increases to offset fuel → delivered only 50% inflation mitigation (= PARTIAL)
Missed
- Guided 5-month palm oil cost coverage → delivered margin pressure from palm oil (= MISS)
Earnings Call Transcript filed with BSE, NSE: BRITANNIA. Summary written with AI assistance from the document.
Britannia Industries Ltd: key numbers
- Share price
- ₹4,827.50
- Market cap
- ₹1,16,279 Cr
- Revenue (annual)
- ₹19,152 Cr
- Net profit (annual)
- ₹2,533 Cr
- P/E (TTM)
- 43.5×Sector 41.3×
- Promoter holding
- 50.55%+0.00% QoQ
- FII holding
- 12.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Britannia Industries Ltd
All →Britannia Industries Management Change
Britannia Industries re-designated Sonny Iqbal from additional to non-executive independent director, effective 8 August 2026. The change was disclosed on 6 November 2026.
Britannia Industries Annual General Meeting
Britannia shareholders passed the special resolution appointing Sonny Iqbal as Non-Executive Independent Director via postal ballot. Approval was 99.7187% in favour of votes polled.
Britannia Industries Earnings Call Transcript: Key Takeaways
Revenue ₹5,542 Cr, up 16.6% YoY on a weak base. Management gave no margin outlook amid broad input inflation and deflected gross-margin and per-kg cost questions.
Britannia Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs 5,542 Cr (+16.6% YoY), PAT Rs 721 Cr (+10.2%), profit-from-operations margin 17.0%. H1 revenue Rs 10,506 Cr (+13.1%). Growth broad-based across channels.
Britannia Industries Results Update
Britannia reported Q2 consolidated sales of Rs 5,542 Crore (up 16.6%) and net profit of Rs 726 Crore (up 10.8%). Six-month sales reached Rs 10,506 Crore with profit at Rs 1,319 Crore.
Britannia Industries Q2 FY27 Results: Net Profit ₹726 Cr, Up 10.8% YoY
Britannia Industries Ltd reported revenue from operations of ₹5,598 Cr (+15.6% YoY) and net profit of ₹726 Cr (+10.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹726 Cr · +10.8% YoY