Bikaji Foods International Limited (BIKAJI) — Financial Results

1 Financial Results 🔴 High Importance Neutral 📄 PDF

📢 Key Event
Bikaji Foods released investor presentation for Q4 FY26 results and FY26 annual performance.

🔄 What Changed
Gross margin increased to 35.6% (up 240 bps YoY), EBITDA grew 18.4% to INR 877 million, PAT surged 39.8% to INR 560 million, and full-year revenue rose 14.4% to INR 29,939 million.

💡 Investor Takeaway
Shareholders see improved profitability with expanding margins and strong volume growth, though raw material cost pressures remain a risk.

Bikaji Foods reported Q4 FY26 revenue of INR 7,209 million, up 18% YoY, with gross margin expanding to 35.6% and EBITDA margin stable at 12.2%. PAT rose 39.8% YoY to INR 560 million. Full-year FY26 revenue reached INR 29,939 million, up 14.4% YoY, driven by 9.5% volume growth. The company highlighted strong performance in core markets and successful marketing campaigns like 'Kya Baat Hai Ji' in Uttar Pradesh. Manufacturing capacity stood at 325,320 metric tonnes across facilities in Bikaner, Bhuj, and other locations. Distribution reached 1.4 million outlets by March 2026. Sensitivity analysis showed raw material cost pressures, particularly in pulses and edible oil, with price increases observed in Q4 FY26.

2 Financial Results 🔴 High Importance ✨ Positive 📄 PDF

Revenue: ₹7,209 CrNet Profit: ₹560 Cr

📢 Key Event
Q4FY26 PAT up 39.8% YoY to INR 560 mn

🔄 What Changed
PAT increased 39.8% YoY to INR 560 mn; EBITDA margin expanded to 12.2%

💡 Investor Takeaway
Strong PAT growth signals healthy profitability momentum for shareholders.

No summary available

3 Financial Results 🔴 High Importance Neutral 📄 PDF

Revenue: ₹2.76 L CrNet Profit: ₹14,289.54 Cr

📢 Key Event
Board approved FY2026 audited financials, declared ₹1.25 final dividend per share, and appointed Deepak Agarwal as Chairman.

🔄 What Changed
Net loss widened to ₹1,153.92 lakhs from prior-year levels; revenue remained flat YoY; dividend recommended at ₹1.25 per share.

🔮 What's Next
AGM scheduled for August 20, 2026, at 11:30 A.M. IST; record date for dividend set for July 17, 2026.

💡 Investor Takeaway
Stable revenue but persistent losses; dividend signals confidence despite profitability headwinds.

Bikaji Foods International Limited reported audited consolidated revenue of ₹21,496.02 lakhs for FY2026, up from ₹21,496.02 lakhs in FY2025, with a net loss of ₹1,153.92 lakhs compared to prior-year figures, reflecting stable top-line performance but ongoing profitability challenges. The board recommended a final dividend of [amount context mismatch] per share and set a record date of July 17, 2026, while appointing Deepak Agarwal as Chairman effective immediately. Strategic investments, including a merger with Vindhyawasini Sales Private Limited under Ind AS 103, were approved, alongside disclosures on insurance claims and labor law compliance. The auditor confirmed no material uncertainty around going concern and issued an unmodified opinion on both standalone and consolidated financials.