| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | Revenue grew 16% YoY; bakery and biscuits segments saw robust momentum. |
|---|---|
| Margins | EBITDA margin expanded 80 bps YoY to 13.1%; Q4 target 14%. |
| Order book | Export order book strengthened materially; US market back on growth trajectory. |
| Demand visibility | Strong domestic demand; export order book strengthened despite shipping delays. |
| Management confidence | Confident but cautious regarding Q2 inflationary pressures and geopolitical conflicts. |
Growth
Revenue grew 16% YoY, supported by 15.7% biscuit and 17.5% bakery growth, driven by both price and volume.
Outlook
Management targets mid-teens revenue growth and 14% EBITDA margins by Q4 FY27, aiming for 16% by FY30.
Risks
Escalating commodity costs, fuel price hikes, and West Asia disruption threaten Q2 margins despite cost optimization efforts.
Last quarter's promises, checked
Delivered
- Biscuit growth target low-to-mid teens → delivered 15.7% (= BEAT)
- Bakery growth target mid-teens → delivered 17.5% (= BEAT)
- EBITDA margin improvement Q-o-Q → delivered 13.1% vs 12.7% (= BEAT)
Partly delivered
- Targeting 14% EBITDA margin → delivered 13.1% (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: BECTORFOOD. Summary written with AI assistance from the document.
Mrs. Bectors Food Specialities Ltd: key numbers
- Share price
- ₹215.58
- Market cap
- ₹6,618 Cr
- Revenue (annual)
- ₹2,044 Cr
- Net profit (annual)
- ₹140.9 Cr
- P/E (TTM)
- 44.5×Sector 43.4×
- Promoter holding
- 49.04%+0.00% QoQ
- FII holding
- 8.07%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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