Mrs. Bectors Food Specialities Limited has informed the Exchange about Investor Presentation
BECTORFOOD · price
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Mrs. Bectors Food Specialities reported Q1 FY26 consolidated revenue of Rs 473 crore, up 7.6% year-on-year, driven by strong 19% growth in the bakery segment to Rs 183 crore while biscuits grew 3% to Rs 281 crore. However, profitability came under pressure with EBITDA declining 9% to Rs 58.2 crore and PAT falling 12.8% to Rs 30.9 crore, as gross margins contracted to 45.6% from 48% and EBITDA margins slipped to 12.3% from 14.6%. The company commissioned its new Dhar (Madhya Pradesh) plant in Q1 FY26 and is set to commission new bakery units in Kolkata and Khopoli in FY25-26. Management has launched 'Project IMPACT 1.0,' a cost transformation program covering logistics, sales & distribution, procurement, and manufacturing efficiency. Full-year FY25 revenue stood at Rs 1,874 crore with PAT of Rs 143 crore, and the Cremica brand is present in 70+ countries with a strong QSR customer base including McDonald's.
Short-term, the sharp YoY decline in EBITDA and PAT combined with margin compression may weigh on the stock. However, the new capacity additions, pan-India expansion push, and the formal cost optimization program could support margins and growth over the medium term, making this a mixed but watch-worthy quarter for investors.