Conference Call with Bikaji Foods International Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Packaged Foods company Bikaji Foods International announced Q4FY26 & FY26 results Standalone Financial Highlights: Total Revenue from Operations: Q4FY26: Rs 66,730.66 lakh, a QoQ decrease of 8.67% from Rs 73,067.88 lakh in Q3FY26, and a YoY increase of 14.15% from Rs 58,458.35 lakh in Q4FY25. FY26: Rs 2,81,717.61 lakh, a YoY increase of 10.87% compared to Rs 2,54,072.92 lakh in FY25. Total Income: Q4FY26: Rs 68,137.06 lakh, a QoQ decrease of 7.95% from Rs 74,023.49 lakh in Q3FY26, and a YoY increase of 15.13% from Rs 59,184.33 lakh in Q4FY25. FY26: Rs 2,85,859.77 lakh, a YoY increase of 11.28% compared to Rs 2,56,882.68 lakh in FY25. Profit for the Period/Year: Q4FY26: Rs 6,361.05 lakh, a QoQ decrease of 1.68% from Rs 6,469.66 lakh in Q3FY26, and a YoY increase of 31.30% from Rs 4,844.74 lakh in Q4FY25. FY26: Rs 26,907.07 lakh, a YoY increase of 28.33% compared to Rs 20,967.05 lakh in FY25. Consolidated Financial Highlights: Total Revenue from Operations: Q4FY26: Rs 72,088.40 lakh, a QoQ decrease of 8.75% from Rs 79,001.43 lakh in Q3FY26, and a YoY increase of 18.00% from Rs 61,097.52 lakh in Q4FY25. FY26: Rs 2,99,386.34 lakh, a YoY increase of 14.41% compared to Rs 2,61,676.53 lakh in FY25. Total Income: Q4FY26: Rs 73,864.35 lakh, a QoQ decrease of 7.83% from Rs 80,136.05 lakh in Q3FY26, and a YoY increase of 18.94% from Rs 62,102.24 lakh in Q4FY25. FY26: Rs 3,04,527.45 lakh, a YoY increase of 15.00% compared to Rs 2,64,892.59 lakh in FY25. Profit for the Period/Year: Q4FY26: Rs 5,604.03 lakh, a QoQ decrease of 9.86% from Rs 6,216.79 lakh in Q3FY26, and a YoY increase of 39.84% from Rs 4,007.71 lakh in Q4FY25. FY26: Rs 25,440.98 lakh, a YoY increase of 31.00% compared to Rs 19,424.12 lakh in FY25. Business Highlights: Dividend: The Board recommended a Final Dividend of Rs 1.25 per equity share (125%) for FY26. Investments: Approved additional investment in Bikaji Foods International USA Corp (Wholly-Owned Subsidiary) up to USD 50 lakh. Approved investment in Jai Barbareek Dev Snacks Private Limited (JBDSPL) via acquisition of 14,800 equity shares, representing 74% of its equity share capital. Approved investment in Bikaji Bakes Private Limited (Wholly-Owned Subsidiary) up to Rs 5 crore via Optionally Convertible Debentures (OCDs). Borrowings & Guarantees: Approved the execution of a Loan Agreement with Dadiji Snacks Private Limited (Contract Manufacturing Unit) up to Rs 5 crore. Approved Corporate Guarantees in favor of HDFC Bank Limited: Rs 59 crore for Jai Barbareek Dev Snacks Private Limited and Rs 5 crore for Bhujialalji Private Limited. Operational Updates: During the year, the Company changed its accounting policy for inventory valuation from FIFO to the Weighted Average Cost (WAC) method, except for the QSR business which continues to use FIFO. The Group operates in a single reportable segment, 'Food Products'. Deepak Agarwal Managing Director, Bikaji Foods International, said: “The Company delivered a strong fourth quarter, with healthy growth of 18% in Revenue from Operations driven by broadbased, volume-led momentum across the core snacks portfolio. Demand trends remained resilient, supported by steady consumption in staples-led snacking categories, continued formalisation of the unorganised segment, and sustained traction in our focus markets. Growth was welldistributed across Bhujia, Namkeen, Packaged Sweets and Papad, reflecting the strength of our brand franchise and the depth of our regional play. Channel-wise, modern formats – particularly E-commerce and Modern Trade – continued to outpace the broader market, while General Trade delivered steady gains supported by ongoing distribution expansion and improved on-shelf availability. We also executed two highly successful brand campaigns during the year. “Kya baat hai ji”, our first ever regional campaign focused on Uttar Pradesh featuring Pankaj Tripathi, received an encouraging consumer response and helped strengthen regional brand connect. In parallel, the “Bhujia Ho to Bikaji” mega campaign further reinforced Bikaji’s strong association with the bhujia category and witnessed strong consumer engagement across markets. Gross margin expanded meaningfully on a year-on-year basis, benefiting from a benign input-cost environment and continued focus on operational efficiencies. Operating leverage and a disciplined cost structure translated into robust EBITDA growth and margin expansion, even as we continued to invest behind brand building, innovation and route-to-market. Profit After Tax grew at a strong double-digit pace, reflecting the combined benefits of topline momentum, margin expansion and prudent capital management.” Result PDF
Conference Call with Bikaji Foods International Management and Analysts on Q3FY26 Performance and Outlook. Listen to the full earnings transcript.
Packaged Foods company Bikaji Foods International announced Q3FY26 results Revenue: Rs 77,578.49 lakh against Rs 69,607.33 lakh during Q3FY25, change 11%. PBT: Rs 8,156.72 lakh against Rs 3,851.88 lakh during Q3FY25, change 112%. PAT: Rs 6,216.79 lakh against Rs 2,796.1 lakh during Q3FY25, change 122%. EPS: 2.48 for Q3FY26. Result PDF