Bikaji Foods International Limited (BIKAJI) Earnings Call Transcripts

Bikaji Foods International Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Bikaji Foods International Limited reported a revenue of INR 720 crores, reflecting an 18% year-over-year growth, while the full fiscal year revenue reached INR 2,994 crores, up 9.5% in volume. The company's EBITDA margin stood at 12.2% for the quarter, with a PAT margin of 8%. Management maintained a positive outlook, indicating continued momentum into Q1 FY '27, despite some production disruptions due to labor movement and the recent loss of the Chairman. They expect core market growth to stabilize at around 15% and focus markets to achieve 20% growth in the upcoming year.

Reported metrics

Guidance from management

Management expects core market growth of around 15% and focus market growth of 20% for FY '27. They aim to maintain gross margins despite inflationary pressures.

What management said

Abneesh, so momentum, what we are seeing is it's a continued momentum. So post November, the way of the trajectory we are on, this continues. This also is the outcome of the kind of investment in demand generation, what we have done thus far and is giving us -- keeping us on the same trajectory. So in spite of certain price being passed to the consumer, yet we haven't seen any slowdown in terms of the demand.

Also, like we're seeing -- we've seen 2 turbulence in this last 50 days. One, largely Bengal election and the factory, most of the labors are Bengal. So largely some of the labors have moved to Bengal for elections and all. And we've seen some production loss, but the overall momentum seems very strong. And of course, our Chairman loss, so the time the factory was shut for 2.5, 2.5, 3 days. That was also -- but overa...

What analysts pressed on

Analysts expressed concerns regarding the impact of labor disruptions on production and sales, as well as the potential need for further price hikes due to ongoing raw material inflation. There were also questions about the sustainability of growth in the Western snacks segment.

Main topics on the call

• Revenue Growth Acceleration — Bikaji reported a revenue of INR 720 crores in Q4 FY '26, an increase of 18% year-over-year. Management noted, 'the core market hasn't grown at upward of 15%, which was from last many quarters.'
• Impact of Marketing Campaigns — The company launched two successful marketing campaigns, contributing to a 20% growth in family pack sales. Management stated, 'these marketing campaigns have worked very well.'
• E-commerce Growth — E-commerce now accounts for 3% of overall business, having grown nearly 100% year-over-year. Management emphasized the importance of this channel for future growth.
• Raw Material Inflation Management — Management acknowledged significant increases in raw material costs, particularly in edible oils and packaging materials, but indicated that price hikes taken in April should manage these costs. 'We have taken a price ri...

Read the full Bikaji Foods International Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 Bikaji Foods International Limited earnings call transcripts on record, spanning May 24, 2024 to August 6, 2026. Based on this history, Bikaji Foods International Limited reports semi-annually. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BIKAJI

Exchange

NSEI

Country

IN

Sector

Consumer Staples

Industry

Food Products

Calls on record

6

First call

May 24, 2024

Most recent

August 6, 2026

Reporting cadence

semi-annually