Pursuant to Regulation 30 read with Clause 15 of Para A of Part A of Schedule III of the SEBI Listing Regulations, 2015, please find enclosed the copy of Investors/Analysts Conference Call ....
BRITANNIA · price
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Britannia Industries reported Q4 FY26 consolidated revenue of Rs 4,686 crore (up 7.1% YoY) and full-year revenue of Rs 18,858 crore (up 7.5%). Net profit after tax for Q4 surged 21.1% YoY to Rs 678 crore with PAT margin at 14.5% of revenue. Full-year PAT grew 16.3% to Rs 2,533 crore with margin of 13.4%. Management flagged that the West Asia conflict impacted international business revenues and profitability due to vessel unavailability and rising fuel/freight costs. Price increases are planned from Q1 FY27 to mitigate this. E-commerce is growing exponentially, and new products like 50-50 Cheeze became the 2nd biggest player in the sandwich cracker category within 3 months of launch. Adjacent categories like wafers and dairy are delivering healthy double-digit growth. Cost optimization efforts across packaging, logistics, and energy are ongoing.
The company delivered strong profit growth with margin recovery in Q4, signalling effective cost management. However, the international business headwinds from geopolitical tensions may weigh on near-term earnings, though planned price hikes and sourcing optimization should provide relief in FY27. Overall, positive earnings trajectory is intact for domestic-focused business.