| Revenue growth | 13% YoY, 27.8% QoQ |
|---|---|
| Margins | Gross margin 34.4%, down 60 bps; EBITDA 12.6%, down 280 bps |
| Demand visibility | Festive campaigns; 5.0% underlying volume growth |
Growth
Revenue +13% YoY, 5% volume growth; ethnic snacks +19.7%, western snacks +44.2%, packaged sweets -11.3%.
Outlook
No numerical guidance given; focus on direct reach (3.9 lakh outlets) and festive marketing campaigns.
Risks
Input cost inflation in key commodities; marketing spends and fuel costs compressed EBITDA margin by 280 bps YoY.
Last quarter's promises, checked
Partly delivered
- FY EBITDA 13–13.5% incl. PLI, ≥50 bps YoY → Q2 12.6% (= PARTIAL; FY unverifiable)
Missed
- FY rev growth 15%+ / mid-teens ~16% QoQ → Q2 rev +13.0% YoY (= MISS)
- Packaged sweets +12–13% Q2+Q3 → sweets -11.3% (= MISS)
- Q2 EBITDA to improve on ~13.5% Q1 margin → Q2 12.6%, -280 bps YoY (= MISS)
Investor Presentation filed with BSE, NSE: BIKAJI. Summary written with AI assistance from the document.
Bikaji Foods International Ltd: key numbers
- Share price
- ₹476.35
- Market cap
- ₹11,944 Cr
- Revenue (annual)
- ₹2,994 Cr
- Net profit (annual)
- ₹258.3 Cr
- P/E (TTM)
- 47.9×Sector 40.7×
- Promoter holding
- 73.88%+0.00% QoQ
- FII holding
- 4.74%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bikaji Foods International Ltd
All →Bikaji Foods International Earnings Call Transcript: Key Takeaways
Q2 top-line grew ~13% but volume only ~5%, as festive sweets shifted into Q3. YTD growth guidance raised to 17%+, while Q3 margins face pressure.
- Call
- Guides 17% growth
Bikaji Foods International Results Update
Bikaji Foods reported Q2 FY27 revenue up 13.0% to INR 9,385 mn with a 12.6% EBITDA margin. H1 revenue rose 12.8% to INR 16,728 mn in its press release.
Bikaji Foods International Q2 FY27 Results: Net Profit ₹69 Cr, Down 11.2% YoY
Bikaji Foods International Ltd reported revenue from operations of ₹938.5 Cr (+13.0% YoY) and net profit of ₹69 Cr (-11.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹69 Cr · -11.2% YoY
Bikaji Foods International Credit Rating
ICRA re-affirmed Bikaji Foods' Bank Facilities rating at AA- (Stable) long-term and A1+ short-term. The rated facility amounts to ₹147.32 Crore.
Bikaji Foods International Board Meeting Date
Bikaji Foods scheduled its board meeting for 05 Nov 2026 to approve Q1 and H1 FY27 results. Trading window closed from 01 Oct 2026 pending announcement.
Bikaji Foods International Other Announcement
Bikaji Foods filed its quarterly shareholding pattern for the period ended September 30, 2026. It also provided a note regarding the demise of promoter Mr. Shiv Ratan Agarwal.