BSECompany Update2d ago · 5 Nov 2026, 01:54 pm

Investor Presentation for the Quarter ended 30th September, 2026

Mrs. Bectors Food Specialities Ltd · 543253

✦ AI Summary▲ PositiveResults

Mrs. Bectors Food Specialities Ltd has released its investor presentation for Q2 FY27, showcasing a 14.3% growth in net revenue, 19.1% growth in EBITDA, and 25.3% growth in PAT compared to Q2 FY26. The company's biscuit segment revenue grew 9% YoY, while the bakery segment revenue grew 42% YoY compared to Q2 FY25.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Mrs. Bectors Food Specialities Ltd - 543253 - Announcement under Regulation 30 (LODR)-Investor Presentation

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MBFSL/CS/2026-27 5th November, 2026 To, To, Department of Corporate Relations, National Stock Exchange of India Ltd, BSE Limited, Exchange Plaza, C- 1, Block G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (East), Dalal Street, Mumbai – 400001 Mumbai– 400051 Scrip Code : 543253 Scrip Symbol : BECTORFOOD Dear Sir/Ma’am, Subject: Investor’s Presentation In terms of Regulation 30 and other applicable provisions of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewith copy of Investors’ Presentation with respect to the performance of the Company for the Quarter ended September 30, 2026. The same is also available on the website of the Company i.e. www.bectorfoods.com Thanking You, Yours faithfully, For Mrs. Bectors Food Specialities Limited Atul Sud Company Secretary and Compliance Officer M.No. F10412 Encl: as above THE MAGIC OF BAKING INVESTOR PRESENTATION | Q2 & H1FY27 Safe Harbour This presentation has been prepared by and is the sole responsibility of Mrs. Bectors Food Specialities Limited (the “Company”). By accessing this presentation, you are agreeing to be bound by the trailing restrictions. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer or recommendation to purchase or subscribe for, any securities of the Company, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment thereof. In particular, this presentation is not intended to be a prospectus or offer document under the applicable laws of any jurisdiction, including India. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the date of this presentation. There is no obligation to update, modify or amend this communication or to otherwise notify the recipient if the information, opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate. Certain statements contained in this presentation that are not statements of historical fact constitute “forward-looking statements.” You can generally identify forward-looking statements by terminology such as “aim”, “anticipate”, “believe”, “continue”, “could”, “estimate”, “expect”, “intend”, “may”, “objective”, “goal”, “plan”, “potential”, “project”, “pursue”, “shall”, “should”, “will”, “would”, or other words or phrases of similar import. These forward- looking statements involve known and unknown risks, uncertainties, assumptions and other factors that may cause the Company’s actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward- looking statements or other projections. Important factors that could cause actual results, performance or achievements to differ materially include, among others: (a) our ability to successfully implement our strategy, (b) our growth and expansion plans, (c) changes in regulatory norms applicable to the Company, (d) technological changes, (e) investment income, (f) cash flow projections, and (g) other risks. This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such change or changes. Marketing & Historical Overview New Launches Financials Performance Manufacturing Update Capabilities Key Macro Drivers India’s growth story remains resilient amid global uncertainties and rising inflationary pressure. India’s Real GDP Growth CPI Inflation 7.6 6.0 7.0 5.5 6.5 6.5 5.0 4.8 3.5 3.2 3.0 2.7 FY19 FY23 FY24 FY25 FY26 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Aug-26 Sep-26 Source: Annual GDP, Ministry of Statistics & Programme Implementation (MOSPI),As per RBI Projections Source: CPI, Ministry of Statistics & Programme Implementation (MOSPI) Large & Diverse Portfolio DOMESTIC BISCUITS ENGLISH OVEN EXPORT QSR 384 150 70+ Overall number of Preferred Supplier to Biscuit SKUs Bakery SKUs countries catered Largest QSR Franchises Marketing & Historical Overview New Launches Financials Performance Manufacturing Update Capabilities Consolidated Performance Scorecard – Q2 FY27 Net Revenue EBITDA PAT ₹ 630.5 Cr ₹ 82.5 Cr ₹ 45.7 Cr Q2 FY27 12 Months + 14.3% + 19.1% + 25.3% Growth 24 Months + 27.1% + 17.1% + 17.5% Growth Consolidated Performance Scorecard – H1 FY27 Net Revenue EBITDA PAT ₹ 1,179.3 Cr ₹ 154.6 Cr ₹ 84.5 Cr H1 FY27 12 Months + 15.1% + 21.2% + 25.4% Growth 24 Months + 26.0% + 15.0% + 13.6% Growth Consolidated Q2 FY27 Performance Highlights (YoY and 24 months comparison) Revenue from Operations* Segment Wise Revenues (Rs. Crs.) 631 Biscuit Segment Bakery Segment +27% 383 237 +20% 320 194 +42% Q2FY25 Q2FY26 Q2FY27 Q2FY25 Q2FY26 Q2FY27 Q2FY25 Q2FY26 Q2FY27 Biscuit segment revenue Bakery segment revenue In Q2 FY27 stood at Rs. 383 crores against Rs. 350 crores in Q2 In Q2 FY27 stood at Rs. 237 crores against Rs. 194 crores in Q2 FY26, registering a growth 9% compared to Q2 FY26 including FY26, registering a growth of 22% compared to Q2 FY26 including domestic and export biscuits segment. The Biscuit segment has retail bakery and institutional segment. The Bakery segment has grown by 20% compared to Q2 FY25. grown by 42% compared to Q2 FY25. Biscuit Segment: includes Domestic, Exports and CSD Bakery Segment: includes Retail and Institutional * Total Revenue includes revenue from contract manufacturing Consolidated Profit & Loss Statement – Q2 & H1FY27 Profit & Loss Statement (Rs. Crs.) Q2 FY27 Q2 FY26 Y-o-Y Q1FY27 Q-o-Q H1 FY27 H1 FY26 Y-o-Y Revenue from Operations 630.5 551.4 14.3% 548.7 14.9% 1,179.3 1,024.4 15.1% Cost of Materials Consumed 320.6 296.0 291.3 611.8 554.8 Purchase of stock-in-trade 17.8 12.4 15.2 33.0 23.2 Changes in inventories of finished goods, stock-in- trade and 0.6 -0.6 -16.6 -16.1 -13.0 work-in-progress Gross Profit 291.6 243.6 19.7% 258.9 12.6% 550.5 459.4 19.8% GP % 46.2% 44.2% 47.2% 46.7% 44.8% Employee Benefits Expense 83.0 76.9 79.6 162.6 148.3 Other Expenses 126.0 97.4 107.2 233.3 183.6 EBITDA 82.5 69.3 19.1% 72.1 14.5% 154.6 127.5 21.2% EBITDA % 13.1% 12.6% 13.1% 13.1% 12.4% Other Income 9.2 6.6 8.6 17.8 14.0 Depreciation and Amortisation Expense 27.2 23.7 25.9 53.2 45.0 EBIT 64.5 52.2 23.7% 54.8 17.8% 119.3 96.6 23.5% Finance Costs 3.3 3.3 2.8 6.1 6.4 Share of net profit/Loss of associate accounted for using the 0.0 0.0 0.0 0.0 0.0 equity method PBT 61.2 48.8 25.3% 52.0 17.8% 113.2 90.2 25.5% Total Tax Expense 15.5 12.3 13.2 28.7 22.8 Profit for the period 45.7 36.5 25.3% 38.8 18.0% 84.5 67.4 25.4% PAT % 7.3% 6.6% 7.1% 7.2% 6.6% Consolidated Balance Sheet as on 30th September 2026 EQUITY AND LIABILITIES (Rs. Crs.) 30-Sep-26 31-Mar-26 ASSETS (Rs. Crs.) 30-Sep-26 31-Mar-26 Equity Non-current assets Equity share capital 61.3 61.3 Property, plant and equipment 946.6 855.8 Other equity 1272.2 1,209.6 Right-of-use assets 62.8 67.1 Total equity 1333.6 1,271.0 Capital work-in-progress 19.2 89.9 Non-current liabilities Goodwill 0.4 0.4 Other intangible assets 6.9 8.0 Financial liabilities Intangible assets under development 0.0 0.0 (i) Borrowings 76.6 80.2 Investments accounted for using the equity method 3.8 3.8 (ii) Lease liabilities 52.0 54.6 Financial assets Provisions 6.2 5.3 (i) Investments 0.2 0.2 Deferred tax liabilities (net) 14.6 13.1 (ii) Loans 0.3 0.3 Other non-current liabilities 54.0 4.9 (iii) Other financial assets 56.3 39.3 Total non-current liabilities 203.4 158.1 Non-current tax assets (net) 5.5 4.9 Curr [Showing first 8,000 characters — download PDF for full document]