Announced Thu, 15 May · 21:23 IST

Bikaji Foods International Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

BIKAJI · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bikaji Foods shared its Q4 and FY25 earnings presentation with the exchanges. FY25 revenue from operations grew 14.6% on an underlying basis to INR 25,620 mn (12.6% reported at INR 26,219 mn), supported by 10.3% volume growth. However, gross margin contracted 181 bps YoY to 30.7% and EBITDA margin fell 286 bps to 10.5%, hurt by sharp inflation in edible oil and other raw materials. Q4FY25 revenue grew 14.8% underlying to INR 5,987 mn, but EBITDA dropped 14.8% to INR 593 mn and PAT fell 37.4% to INR 290 mn. Management noted rural demand is recovering while urban demand is in a gradual recovery phase, and growth came from improved rural penetration and strong brand resilience.

Likely market impact

Despite healthy top-line and volume growth, significant margin compression from input cost inflation is a key concern for shareholders. The stock has already delivered a 35% CAGR over the last 2 years, but profitability pressure from edible oil costs will be watched closely in upcoming quarters.