Bikaji Foods International is navigating a period of significant raw material volatility, balancing its expansion in ethnic snacks and retail with the operational challenges of a leadership transition. Investors will be looking for updates on how the company’s recent price hikes and distribution growth are offsetting input cost pressures to maintain its margin trajectory.
| Results date | August 05, 2026 |
|---|---|
| Quarter | Q1 FY 2026-2027 |
| Previous quarter revenue | Rs. 720.9 Cr |
| Previous quarter PAT | Rs. 56.0 Cr |
| Previous quarter EBITDA margin | 12.2% |
| Market cap | Rs. 16230.17 Cr |
| CMP | Rs. 647.3 |
The board is scheduled to meet on August 05, 2026, to approve the unaudited Q1 FY27 financial results.
The earnings call is scheduled for August 06, 2026, at 12:00 PM IST.
Revenue growth is expected to remain in the low-to-mid teens YoY, supported by a long-term volume growth target of 10-12% and the 3% price increase implemented in April 2026. Gross margins face significant pressure from edible oil prices, which reached multi-year highs during the quarter, and a 30-40% surge in packaging costs. Management has previously guided for an annual EBITDA margin improvement of at least 50 basis points from the FY26 ex-PLI base of 12.2%, though Q1 is seasonally the weakest period for margins. The upcoming call will likely focus on the impact of minor production disruptions caused by labor migration and the transition in leadership following the passing of the Founder Chairman.
Performance vs Guidance Tracking
Raw material and margin impact
Strategic and operational updates
Bikaji reported revenue of Rs. 720.9 Cr in Q4 FY26, representing an 18.0% growth YoY. This growth was supported by a 16.0% YoY volume increase and strong demand for family packs.
Bikaji plans to open 8-10 stores annually for the next three years to reach 35-40 outlets by the end of FY28. Management has guided for THF EBITDA margins to reach 8-10% in FY27.
Management has guided that advertising and promotion spend will remain close to 2% of revenue for FY27. This level is consistent with the spend observed in FY26.
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