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Bikaji Foods International Limited Q2 FY26 earnings call summary

NSE: BIKAJI · BSE: 543653

Earnings call of 12 Nov 2025, summarised by AI from the filing.

Bikaji Foods Q2 FY26 revenue grew 15.2% with EBITDA margin at 15.4%, despite GST transition disruption; management expects high-teens ethnic snacks growth in H2.

Key takeaways

  1. Revenue growth Revenue grew 15.2% in Q2 FY26, with EBITDA margin at 15.4%, highest in last 5 quarters.
  2. Guidance Management expects high-teens growth in ethnic snacks in Q3 and Q4, and double-digit overall volume growth in Q3.
  3. GST impact GST cut from 12% to 5% caused trade destocking in September, impacting Q2 growth; recovery expected in H2.
  4. Risk Unorganized players may continue tax avoidance despite GST reduction, limiting level playing field.

Original filing on BSE

Bikaji Foods International Limited Q1 FY27 results

As filed: Revenue ₹734 cr (+12% year on year), EBITDA ₹99.0 cr (+2% year on year), PAT ₹59.5 cr (+1% year on year), EBITDA margin 13.5% (−137 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹721 cr (+17% year on year), EBITDA ₹87.7 cr (+17% year on year), PAT ₹56.0 cr (+40% year on year), EBITDA margin 12.2% (−4 bps). Score 50 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin was flat year on year. Revenue fell 9% from last quarter. Share price after the results: −0.6% in 29 days (Nifty 500: +2.4%).
  • Q3 FY26: Revenue ₹790 cr (+10% year on year), EBITDA ₹98.4 cr (+76% year on year), PAT ₹62.2 cr (+122% year on year), EBITDA margin 12.5% (+462 bps). Score 61 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was above it; profit growth was well above it. EBITDA margin rose 462 bps year on year. Revenue fell 5% from last quarter. Revenue rose ₹75.0 cr on a year ago, against ₹91.0 cr the year before. Share price after the results: −2.5% in 30 days (Nifty 500: +2.8%).
  • Q2 FY26: Revenue ₹830 cr (+15% year on year), EBITDA ₹128 cr (+20% year on year), PAT ₹78.0 cr (+13% year on year), EBITDA margin 15.4% (+58 bps). Score 51 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin rose 58 bps year on year. Revenue rose ₹109 cr on a year ago, against ₹112 cr the year before. Share price after the results: 0.0% in 30 days (Nifty 500: −0.6%).
  • Q1 FY26: Revenue ₹653 cr (+14% year on year), EBITDA ₹97.0 cr (+5% year on year), PAT ₹59.0 cr (+2% year on year), EBITDA margin 14.9% (−123 bps). Score 43 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 123 bps year on year. Share price after the results: −2.3% in 30 days (Nifty 500: −1.9%).
  • Q4 FY25: Revenue ₹614 cr (0% year on year), EBITDA ₹75.0 cr (−53% year on year), PAT ₹40.0 cr (−66% year on year), EBITDA margin 12.2% (−1,000 bps). Score 14 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Revenue fell 14% from last quarter. Revenue rose ₹0.0 cr on a year ago, against ₹152 cr the year before. Share price after the results: +13.0% in 30 days (Nifty 500: +7.7%).
  • Q3 FY25: Revenue ₹715 cr (+15% year on year), EBITDA ₹56.0 cr (−25% year on year), PAT ₹28.0 cr (−39% year on year), EBITDA margin 7.8% (−419 bps). Score 25 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 419 bps year on year. Profit fell 59% from last quarter. Revenue rose ₹91.0 cr on a year ago, against ₹116 cr the year before.
  • Q2 FY25: Revenue ₹721 cr (+18% year on year), EBITDA ₹107 cr (+22% year on year), PAT ₹69.0 cr (+15% year on year), EBITDA margin 14.8% (+39 bps). Score 38 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 39 bps year on year.

Past price moves after results do not indicate future moves. Not a recommendation.

Bikaji Foods International Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.