Bikaji Foods International Limited has informed the Exchange about Transcript of Earnings Conference Call for the quarter and financial year ended on March 31, 2026
BIKAJI · price
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Bikaji Foods reported strong Q4 performance with revenue of ~INR 720 crores and EBITDA of INR 88 crores. Full year revenue reached ~INR 2,994 crores with 9.5% volume growth, while Q4 saw the highest-ever quarterly volume growth of 16%+. EBITDA margin improved 120 basis points to 13.7% YoY. Family pack grew 20% driven by successful campaigns 'Bhujia ho toh Bikaji' and 'Kya Baat Hai Ji'. E-commerce now accounts for 3% of business with ~100% growth. The company faced commodity inflation with edible oils up 12-14% and packaging material up 25-30%, leading to a ~3% price hike taken in April. THF retail and export businesses both crossed INR 100 crores for the first time. The company announced ~INR 100 crores capex for a new sweets factory to address capacity constraints. Distribution reached 3.5 lakh outlets with target of 5 lakh in 3 years.
Strong quarter with margin improvement driven by volume growth and operational efficiency. Management targets maintaining gross margins while EBITDA should improve from fixed cost leverage and warehouse efficiency. Focus states expected to grow 20%+ while core states at 13% +/- in FY27.