BIKAJIBSEBikaji Foods International LtdMediumNeutral
Announced Thu, 21 May · 20:35 IST

Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

BIKAJI · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-3.4%1-day move
₹662.80
prior close
₹675.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.7-1.3-1.5-1.6-3.4-3.3-3.4-1.8+0.3-2.2-1.0+0.3-3.9
Up moveDown movePending
AI summary

Bikaji Foods reported strong Q4 FY26 results with revenue of INR 7,209 million (up 18% YoY) and full-year FY26 revenue of INR 29,939 million (up 14.4% YoY). Gross margins improved significantly to 35.6% in Q4 (up 240 bps YoY) and 35.1% for FY26 (up 290 bps YoY). Full-year EBITDA grew 25.1% to INR 4,106 million with EBITDA margin expanding 120 bps to 13.7%. PAT for FY26 was INR 2,544 million (up 8.5% YoY). The company launched two major brand campaigns including the UP-focused 'Kya Baat Hai Ji' with brand ambassador Pankaj Tripathi and 'Bhujia Ho To Bikaji'. Direct retail coverage reached 3.44 lakh outlets with overall reach of 14 lakh outlets. Stock delivered 24% CAGR over 2 years vs BSE Sensex 14% CAGR, with market cap at INR 16,100 crore.

Likely market impact

Strong margin expansion demonstrates operational efficiency gains and pricing power. Volume growth of 16.1% in Q4 signals demand strength. The company is gaining market share in family pack segments while successfully expanding geographically through targeted marketing campaigns.