Bikaji Foods International Limited has released the transcript of its Earnings Conference Call for the quarter ended June 30, 2026. The call provided insights into the company’s performance, including a growth of approximately 12.5% in the quarter, with specific mentions of challenges and recovery post-first 45 days. Management discussed growth drivers, market performance, and strategies for the upcoming festive season.
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Bikaji Foods International Limited has made available the transcript of its Earnings Conference Call held on August 06, 2026. The call focused on the company’s financial results for the quarter ended June 30, 2026, and provided an in-depth discussion on operational performance, market dynamics, and future strategies.
Financial Highlights and Growth Drivers
During the call, Mr. Rishabh Jain, CFO, highlighted that the company achieved a growth of approximately 12.5% for the quarter. He noted that the quarter comprised two distinct halves: the first 45 days experienced supply and production issues, while the subsequent period saw strong demand recovery across product ranges. The company is also focusing on maintaining price stability entering the festive season. EBITDA margins saw an improvement, closing the quarter at approximately 13.5% compared to 12.2% in the previous quarter.
Mr. Manoj Verma, COO, elaborated on capacity expansion, mentioning the upcoming ASRS investment and its potential to ease supply chain constraints. He also detailed the growth drivers, including an increase in direct outlet reach to 3,70,000. The company reported an overall volume growth of 7.7% and a top-line value growth of 12.5%, with specific segment performance noted for Ethnic Snacks (11.4%), Western Snacks (21.3%), and Sweets (4.4%). Export channels, however, experienced a slight decline of 2.2% due to external factors.
Market Performance and Future Outlook
The management discussed the performance across different geographies and channels, including modern trade and quick commerce, where growth has been significant. For the upcoming festive season, the company anticipates strong demand for sweets and gift packs, with an expected growth of 12% to 13% for sweets and around 17%-18% for gifting.
The company also addressed questions regarding raw material price inflation and potential price increases. While 2 price increases were implemented in the last quarter, no further immediate price hikes are planned before the festive season. The outlook for the coming months remains positive, with strong demand plans for both general trade and organized retail channels.
Strategic Initiatives
Discussions also covered strategic initiatives such as the decentralization of production for Bikaneri Bhujia, international expansion with a focus on the Nepal market through a joint venture, and the development of the bakery segment. The company’s long-term vision includes achieving 15% operating margins within the next 3 years.
Source: BSE
