BSECompany Update5d ago · 5 Nov 2026, 04:11 pm

Investor Presentation on Unaudited Financial Results for the quarter and half year ended on September 30, 2026

Bikaji Foods International Ltd · 543653

✦ AI Summary▲ PositiveResults

Bikaji Foods International Ltd has released an investor presentation on its unaudited financial results for the quarter and half year ended September 30, 2026, showing a 13% revenue growth with a 34.4% gross margin and a 12.6% EBITDA margin.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Bikaji Foods International Ltd - 543653 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

f81750e5-76b1-45f7-a672-9527b22a2525.pdf

pdf

Download →
View document text
BIKAJI FOODS INTERNATIONAL LIMITED F 196-199, F 178 & E 188, Bichhwal Industrial Area, Bikaner, Rajasthan, India – 334006 T: +91-151-2250350 | E: cs@bikaji.com | W: www.bikaji.com CIN: L15499RJ1995PLC010856 | GST No.: 08AAICS1030P1Z5 Date: November 05, 2026 Ref: BFIL/SEC/2026-27/71 Dept of Corporate Services The Listing Department BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Fort, Bandra Kurla Complex, Bandra (East), Mumbai 400 001 (Maharashtra) Mumbai 400 051 (Maharashtra) Scrip Code: 543653 Trading Symbol: BIKAJI Subject: Investor Presentation or Communication Dear Sir/ Madam, We hereby inform you that in compliance with the applicable requirements of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”), as amended, from time to time, enclosing herewith a copy of the Investor Presentation or Communication, in connection with the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter and half year ended on September 30, 2026. In compliance with the Regulation 46 of the Listing Regulations, the above presentation will also be hosted on the website of the Company and same can be accessed at www.bikaji.com. You are kindly requested to take the same on record. Thanking you Yours faithfully, For Bikaji Foods International Limited Rahul Joshi Head – Legal and Company Secretary Membership No.: ACS 33135 Enclosure: As Above Corporate Office: E - 558 - 561, C - 569 - 572, E - 573 - 577, F - 585 - 592, Karni Extension, RIICO Industrial Area, Bikaner, Rajasthan - India – 334004 | T : +91-151-2250350 Bikaji Foods International Limited Q2 FY27 EARNINGS PRESENTATION November 5th, 2026 TABLE OF CONTENTS 1 Financial Highlights 4 2 Manufacturing Facilities 6 3 Pan India Distribution 7 4 Marketing Initiatives 8 5 Business Performance 16 6 Key Quarterly Highlights / Commentary 29 7 Sensitivity in Key Material Categories 30 8 Consolidated Financial Performance 31 DISCLAIMER This presentation may have certain statements that may be “forward looking” including those relating to general business plans and strategy of Bikaji FoodsInternationalLtd.,itsoutlookandgrowthprospects.Theactualresultsmaydiffermateriallyfromtheseforward-lookingstatementsduetoseveral risks and uncertainties which could include future changes or developments in Bikaji Foods International Ltd., the competitive environment, the company’sabilitytoimplementitsstrategiesandinitiatives,respondtotechnologicalchangesaswellassociopolitical,economicandregulatoryconditions inIndia. All financial data in this presentation is obtained from theunaudited/audited financial statements and the various ratios are calculated based on these data.Thispresentationdoesnotconstituteaprospectus,offeringcircularorofferingmemorandumoranoffer,invitationorasolicitationofanyoffer,to purchaseorsell,anysharesofBikajiFoodsInternationalLtd.andshouldnotbeconsideredorconstruedinanymannerwhatsoeverasarecommendation thatanypersonshouldsubscribefororpurchaseanyofBikajiFoodsInternationalLtd.shares.Noneoftheprojection,expectations,estimatesorprospects inthispresentationshouldbeconstruedasaforecastimplyinganyindicativeassuranceorguaranteeoffutureperformance,northattheassumptionson whichsuchfutureprojects,expectations,estimatesorprospectshavebeenpreparedarecompleteorcomprehensive. Thispresentationisforinformationpurposesonly.Thisdocumentanditscontentsshouldnotbeforwardedordeliveredortransmittedinanymannerto any personotherthanitsintendedrecipientsandshouldnotbereproducedinanymannerwhatsoever.Therecipients furtherrepresents andwarrants that:(i)Itislawfullyabletoreceivethispresentationunderthelawsofthejurisdictioninwhichitislocated,and/oranyotherapplicablelaws,(ii)Itis not a U.S. person, (iii) This presentation is furnished to it, and has been received, outside of the United States, and (iv) It will not reproduce, publish, disclose,redistributeortransmitthispresentation,directlyorindirectly,intotheUnitedStatesortoanyU.S.personeitherwithinoroutsideofrecipient’s organization. Q2FY27 KEY FINANCIAL HIGHLIGHTS Healthy Revenue Growth with 13% 34.4% Gross Margin & Revenue from operations 12.6% EBITDA Margin INR 9,385 mn 5.0% underlying volume growth 34.4% 12.6% -7.4% -11.2% Gross Margin at EBITDA Margin at EBITDA Growth PAT (down 60 bps YoY) (down 280bps YoY) INR 1,187 mn INR 690 mn Note: # Growth is calculated on a year-on-year basis H1FY27 KEY FINANCIAL HIGHLIGHTS Healthy Revenue Growth with 12.8% 35.0% Gross Margin & Revenue from operations 13.0% EBITDA Margin INR 16,728 mn 6.2% underlying volume growth 35.0% 13.0% -3.0% -6.0% Gross Margin at EBITDA Margin at EBITDA Growth PAT (Flat YoY) (down 210bps YoY) INR 2,177 mn INR 1,284 mn Note: # Growth is calculated on a year-on-year basis MANUFACTURING FACILITIES Category wise Installed Capacity Manufacturing facilities Installed Capacity as of 30th September 2026 Located in core Easy access market -reduced to cow milk, logistic costs & Capacity dew bean Category (moth dal) & build sales in (in metric tones) western snacks moong dal Bhujia 57,600 Guwahati Kanpur Namkeen 141,540 Bikaner Muzaffarpur Packaged Sweets 62,280 Patna Kolkata Raipur Western Snacks 39,300 Helps in serving Papad 11,400 eastern market Tumkur Others 13,200 Cater to the Total 325,320 southern markets Strategically located manufacturing facilities PAN INDIA DISTRIBUTION Direct Coverage (No. of Outlets) 4,50,000 4,00,000 3,90,087 Delhi / NCR 3,50,000 3,70,893 Bikaner 3,53,638 3,44,000 Ghaziabad 3,00,000 3,26,361 3,29,282 3,11,331 2,88,431 Varanasi 2,50,000 2,78,150 Ahmedabad 2,00,000 Raipur 1,50,000 Pune 1,00,000 Core 50,000 Focused Others Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Sep-26 Focus on increasing direct reach C&F/CFA of the Company Mother warehouse Continued focus on direct distribution model Overall total reach as on 30thJune 2026 – 14.46 Lacs outlets MARKETING INITIATIVES Paytm Cashback Campaign: Driving Consumer Trials & Pack Offtake PAYTM CASHBACK CAMPAIGN Driving OTG Adoption 33 OTG SKUs Activated Integrated cashback-to-loyalty scan funnel to incentivize consumer purchases. Retail Activation POP/POSM kits (banners, posters, buntings and long pads) deployed to sales teams for standardized in-market execution. Hyperlocal Visibility Chai Tapri branding in Rajasthan & Chhattisgarh to drive OTG pack uptake through cashback incentives. Digital Amplification Pan-India influencer-led campaign planned to amplify cashback awareness and consumer participation. Paytm Campaign – Driving On – Ground Activation Driving Retail Engagement and Consumer Connect Strengthening Brand Connect Through a New Campaign Featuring Mr. Amitabh Bachchan TVC’s aired with Mr. Bachchan, showcasing our flagship portfolio across family and on-the-go consumption occasions to build a scalable, multi-channel creative ecosystem. TVC’s Produced Products Featured Mirzapur : The Movie – Driving Consumer Engagement & Sales Momentum 13M+ Views garnered across digital platforms • Leveraged the popularity of Mirzapur, to promote Bikaji’s Namkeen portfolio through a digital consumer contest, offering lucky winners an exclusive meet-and-greet with the star cast and movie vouchers. Complemented the activation with a sales contest across the sales force, rewarding top performers KBC X Rishtey Pan-India KBC Integration – Amplifying Festive Brand Visibility at Scale First-of-its-kind festive integration through two strategic hamper associations, creating meaningful brand connect with consumers during the peak Diwali season while strengthening gifting awareness, brand visibility and recall Festive Campaign – Quick Comm/ E.comm platforms TRADE EXHIBITIONS AND AWARDS “Kya Baat Hai Ji” campaign won the Gold for Best Regional Campaign at the ET DigiPlus Awards 2026 BUSINESS PERFORMANCE Q2FY27 CORE BUSINESS PERFORMANCE (INR Mn) Volume (in tonnes) Revenue from Op [Showing first 8,000 characters — download PDF for full document]