BSECompany Update4d ago · 6 Nov 2026, 07:41 am
Pursuant to Regulation 30 read with Clause 15 of Para A of Part A of Schedule III of the SEBI Listing Regulations, 2015, please find enclosed the copy of Investors/Analysts Conference Call Presentation pertaining to the financial results and operations of the Company for the quarter and half year ended 30 September 2026.
Britannia Industries Ltd · 500825
✦ AI Summary▲ PositiveResults
Britannia Industries Ltd has announced its Q2 FY26-27 results, with revenue from operations at Rs 5,542 crores, a 16.6% increase from the previous quarter, and profit after tax at 13.0% of revenue, a 10.2% increase from the previous quarter. The company has also reported a 12-month growth of 13.1% in revenue from operations and a 12.5% increase in profit after tax.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10
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Britannia Industries Ltd - 500825 - Announcement under Regulation 30 (LODR)-Investor Presentation
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Date: 6 November 2026
The Corporate Relations Department, The Listing Department,
BSE Limited, National Stock Exchange of India Limited,
Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Bandra-Kurla Complex,
Dalal Street, Fort, Mumbai - 400 001 Bandra (East), Mumbai – 400 051
Scrip Code: 500825 Symbol: BRITANNIA
Dear Sir/Madam,
Sub : Presentation for Investors/Analysts Conference Call (Group Meet) to be held today i.e., Friday,
6 November 2026
Ref : Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and
Disclosure Requirements) Regulations, 2015 (‘SEBI Listing Regulations, 2015’)
With reference to the subject cited above and pursuant to Regulation 30 read with Clause 15 of Para A
of Part A of Schedule III of the SEBI Listing Regulations, 2015, please find enclosed the copy of
Investors/Analysts Conference Call Presentation pertaining to the financial results and operations of the
Company for the quarter and half year ended 30 September 2026.
The Presentation is also made available on the Website of the Company at
http://www.britannia.co.in/investors/financial-performance/analyst-call. The Audio Recording and
Transcript of the said Call will be disseminated to the Stock Exchanges and will be hosted on the Website
of the Company within the prescribed timelines as per the SEBI Listing Regulations, 2015.
Request you to please take the above information on record.
Thanking you,
Yours faithfully,
For Britannia Industries Limited
Sona Rajora
Company Secretary and Compliance Officer
ICSI Membership No.: A35468
Encl.: As above
Analyst Meet/ Q2’26-27
Results / Conference Call
Disclaimer /
Safe Harbor
Statement
This presentation may contain statements which reflect
. Management’s current views and estimates and could be
c construed as forward-looking statements. The future involves
risks and uncertainties that could cause actual results to differ
materially from the current views being expressed. Potential
risks and uncertainties include factors such as general
r economic conditions, commodities and currency fluctuations,
. competitive product and pricing pressures, industrial relations
w and regulatory developments.
Business Overview
n Agenda
n Strategic Priorities
Costs & Financials
Business Overview
Performance Scorecard – Q2 26-27
Revenue from Operations
n Q2’27
i 12 Months Growth Vs Q1’27
. Rs 5,542
o +16.6% +11.6%
c Crores
a Profit after Tax*
. Q2’27
w 12 Months Growth Vs Q1’27
w 13.0% of
+10.2% +21.9%
Revenue
Source: Company Financials – Consolidated Results
*Owner’s share
Performance Scorecard – YTD September 26-27
Revenue from Operations
n H1’27
i 12 Months Growth
. Rs 10,506
o +13.1%
c Crores
a Profit after Tax*
. H1’27
w 12 Months Growth
w 12.5% of
+11.7%
Revenue
Source: Company Financials – Consolidated Results
*Owner’s share
Strategic Priorities
Efficiencies in Sales,
Distribution & Supply Driving Innovation,
Chain Adjacencies & Future Sustainability
Platforms
Elevate Brand
Winning in
Experiences &
“Many Indias”
Investments
Broad-Based Growth across all Channels
o o Y
. t w
Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q2'27
w General Trade Other Channels
• General Trade growth in Q2’27 is 2.6x that of FY 25-26
• Other Channels continue to grow faster @ 1.8x of GT
• Contribution of E-Com now @ ~7%
Sustained Revenue acceleration in Key States
o o Y
. t w
b Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27
Key States Others
• Key States growth in Q2’27 is 2.8x to that of FY 25-26
• Other States growth continue to outpace that of Key States
Key States contributing >50% of Domestic Revenue
Strengthening Brand Relevance Across Core
Consumer Cohorts
NutriChoice Portfolio
Little Hearts
Augmenting Cheese through Innovations
Italian Herb Slices
Korean Chilli Slices
Adjacency Businesses
Adjacent Bakery Businesses*
grew >20% during the
n quarter
Middle East
w America
w Egypt Nepal
Africa
Kenya
International Business – Resilient rebound into mid-
Dairy – Cheese, Ghee, Milk Drinks leading teens growth across key geographies
the business into double-digit growth
*includes Cake, Rusk, Wafers & Croissant
Winning Regional Moments: Tailored Festive
Campaigns
Bourbon X Bombay Sweet 5050 Cheeze Dipped X
Shop for Ganesh Chaturthi Onam
ESG – Building a sustainable, profitable business
Progress on ESG KPIs
Women factory workforce @ 45%
5,73,663 BNF beneficiaries reached by H1’27
Renewable Electricity share in Own
Plants @ 48%
Costs &
Financials
Input Costs Trend
Vs Q1’27 : +9% Vs Q1’27 : +11% Vs Q1’27 : +4%
Vs Q2’26 : -4% Flour Vs Q2’26 : +17% Refined Palm Oil Vs Q2’26 : +6% Sugar
a 6 6 6 6 7 7 6 6 6 6 7 7 6 6 6 6 7 7
2 '1
2 '2
2 '3
2 '4
2 '1
2 '2
2 '1
2 '2
2 '3
2 '4
2 '1
2 '2
2 '1
2 '2
2 '3
2 '4
2 '1
2 '2
b Milk Vs Q1’27 : +7% Laminate Industrial Fuel
. Vs Q1’27 : +2% Vs Q2’26 : +18% Vs Q1’27 : -21%
Vs Q2’26 : +16%
Vs Q2’26 : +45%
6 6 6 6 7 7 6 6 6 6 7 7 6 6 6 6 7 7
2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2
'1 '2 '3 '4 '1 '2 '1 '2 '3 '4 '1 '2 '1 '2 '3 '4 '1 '2
Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q
Note:
Strategic covers enabled input costs being lower than market prices Note: Above values are based on average actual consumption rates for the quarter
Revenue trends
12-month Growth% 4% 4% 6% 9% 10% 4% 9% 7% 9% 17%
24-month Growth%
13% 5% 9% 12% 14% 9% 17% 17% 20% 21%
n FY 23-24 (4%) FY 24-25 (6%) FY 25-26 (8%) H1’27 (13%)
o 5,542
. s e
i a S 4,885 4,964
d s. 4,752 4,686
e t ar C 4,566
4,463
4,535
d 4,370 4,376
t is
i l oR 4,192
4,130
r s n 3,970 4,014
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
Consolidated Sales as per published results Nos. in the bracket indicate revenue growths
Key Financial Lines – Q2 26-27 - Consolidated
Q2 26-27
Particulars
Rs Crs Vs Q2 25-26
Net Sales 5,542 16.6%
Operating Profit 943 8.5%
c Profit Before Tax 977 10.6%
Profit After Tax (Owner’s Share) 721 10.2%
Particulars 21-22 22-23 23-24 24-25 25-26 Q1’27 Q2’27
Profit from Operations % 14.3% 16.3% 17.3% 16.4% 17.0% 15.3% 17.0%
Profit before Tax % 14.9% 19.0% 17.6% 16.7% 17.4% 16.1% 17.6%
Profit after Tax % (Owner’s Share) 10.9% 14.5% 12.9% 12.4% 13.4% 11.9% 13.0%
Source: Company Financials – Consolidated Results
Key Financial Lines – H1 26-27 - Consolidated
H1 26-27
Particulars
Rs Crs Vs H1 25-26
Net Sales 10,506 13.1%
Operating Profit 1,704 10.3%
c Profit Before Tax 1,775 12.0%
Profit After Tax (Owner’s Share) 1,312 11.7%
Particulars 21-22 22-23 23-24 24-25 25-26 H1’27
Profit from Operations % 14.3% 16.3% 17.3% 16.4% 17.0% 16.2%
Profit before Tax % 14.9% 19.0% 17.6% 16.7% 17.4% 16.9%
Profit after Tax % (Owner’s Share) 10.9% 14.5% 12.9% 12.4% 13.4% 12.5%
Source: Company Financials – Consolidated Results
Thank You!