Bikaji Foods International (BIKAJI) Q4 25/26 earnings summary

Executive summary

• Q4 FY26 and FY26 delivered strong revenue and profit growth, with topline up over 18% in Q4 and robust volume expansion across core and export markets.

• Family pack segment grew over 20%, supported by successful marketing campaigns and brand initiatives.

• E-commerce and quick commerce channels contributed 3% of business, growing nearly 100% year-over-year.

• Audited standalone and consolidated results for FY26 were approved, with unmodified auditor opinions.

• The company mourned the loss of its chairman, resulting in a temporary production halt.

Financial highlights

• Q4FY26 revenue from operations rose 18.0% YoY to INR 7,209 mn; PAT up 39.8% YoY to INR 560 mn.

• FY26 consolidated revenue reached INR 29,347.432 mn, with net profit at INR 2,544.098 mn.

• Gross margin improved to 35.6% in Q4FY26 (up 240 bps YoY) and 35.1% for FY26 (up 290 bps YoY).

• EBITDA margin was 12.2% in Q4FY26 and 13.7% for FY26, both up year-over-year.

• EPS for FY26 stood at ₹10.31 (consolidated), up from ₹8.02 in FY25.

Outlook and guidance

• Management targets 13% growth from core states and over 20% from focus states in FY27.

• Sweets category expected to grow 11-12%, with new capacity coming online.

• Retail business aims for 50-55% topline growth, with 8-10 new stores annually.

• Ongoing investments in subsidiaries and associates are expected to support future growth.

• Board recommended a final dividend of ₹1.25 per share for FY26, pending AGM approval.