Investor Presentation

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: August 05, 2026 Ref: BFIL/SEC/2026-27/45 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 ended on June 30, 2026. In compliance with the Regulation 46 of the Listing Regulations, the aforesaid 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 Q1 FY27 EARNING PRESENTATION August 5th, 2026 TABLE OF CONTENTS 1 Financial Highlights 4 2 Manufacturing Facilities 5 3 Pan India Distribution 6 4 Marketing Initiatives 7 5 Business Performance 11 6 Key Quarterly Highlights / Commentary 18 7 Sensitivity in Key Material Categories 19 8 Consolidated Financial Performance 20 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. www.bikaji.com 3 Q1FY27 KEY FINANCIAL HIGHLIGHTS Strong Quarter Performance with 12.5% 35.7% Gross Margin & Revenue from operations 13.5% EBITDA Margin INR 7,343 mn 7.7% underlying volume growth 35.7% 13.5% 2.8% 1.6% Gross Margin EBITDA Margin EBITDA Growth PAT Growth (up 70 bps YoY) (down 130bps YoY) INR 990 mn INR 595 mn Note: # Growth is calculated on a year-on-year basis www.bikaji.com 4 MANUFACTURING FACILITIES Category wise Installed Capacity Manufacturing facilities Installed Capacity as of 30th June 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 www.bikaji.com 5 PAN INDIA DISTRIBUTION Direct Coverage (No. of Outlets) 3,70,893 4,00,000 3,53,638 3,29,282 3,50,000 3,26,361 3,34,068 3,11,331 Delhi / NCR 2,88,431 3,00,000 2,78,150 2,72,040 Ghaziabad 2,50,000 Varanasi Ahmedabad 2,00,000 Raipur 1,50,000 Pune 1,00,000 50,000 Core Focused - Others Jun-24 Sep-24 Dec-24Mar-25 Jun-25 Sep-25 Dec-25Mar-26 Jun-26 C&F/CFA of the Focus on increasing direct reach Company Continued focus on direct distribution model Overall total reach as on 30thJune 2026 – 14.46 Lacs outlets www.bikaji.com 6 MARKETING INITIATIVES Marketing Campaigns CAMPAIGN CREATIVE — FEAT. PANKAJ TRIPATHI CINEMA — SUSTAINED HIGH IMPACT VISIBILITY New Brand Campaign with Mr. Bachchan 110+ 13 4+ 58L+ 4.5 Premium Screens Key Cities Screenings / Day Moviegoers Reached Month Campaign Featured alongside blockbuster releases —Dhurandhar, Border 2, The Kerala Story 2, Mardaani and other high-footfall titles —delivering premium, high-attention brand exposure across a 4.5-month window. TVC’s were shot with Mr. Bachchan, showcasing our flagship portfolio across family and on- the-go consumption occasions to build a scalable, multi-channel creative ecosystem. www.bikaji.com New Launches POP / POSM Market E-COMMERCE GROWTH (point-of-purchase & point-of- Successfully launched a range Launched 10+ products on e- sale materials) distributed to the of 5 western snacks. commerce platforms like sales team. Blinkit, Zepto, Instamart etc. www.bikaji.com Exhibitions FHA Singapore Fancy Foods USA Sweets & Snacks, USA www.bikaji.com BUSINESS PERFORMANCE Q1FY27 CORE BUSINESS PERFORMANCE (INR Mn) Volume (in tonnes) Revenue from Operations Ethnic Snacks 7.7% 12.5% 11.4% 36,505 35,778 33,213 7,209 7,343 5,153 6,527 4,920 4,625 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Packaged Sweets Western Snacks Papad 4.4% 21.3% -6.5% 684 519 408 588 354 331 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Note: *Revenue from operations includes sale of raw material, packing materials, PLI Income and service income also which arenot included in category wise breakup www.bikaji.com 12 Q1FY27 PRODUCT MIX (in %) Q1FY26 Q1FY27 3.1% 3.1% 5.8% 4.9% 9.2% 10.1% 6.6% 75.3% 6.3% 75.7% Ethnic Snacks Packaged Sweets Western Snacks Ethnic Snacks Packaged Sweets Western Snacks Papad Others Papad Others www.bikaji.com 13 Q1FY27 CORE & FOCUS MARKETS PERFORMANCE (INR Mn) Core Focus 10.8% 18.9% 4,886 4,927 4,448 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Others Exports 5.6% -2.2% 579 624 611 296 290 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 www.bikaji.com 14 Q1FY27 CORE & FOCUS MARKETS-WISE MIX Q1FY26 Q1FY27 4.8% 4.3% 9.4% 9.0% 13.3% 14.3% 72.4% 72.4% Core Focus Others Export Core Focus Others Export www.bikaji.com 15 Q1FY27 SKU MIX- MARKET LEADER IN FAMILY PACK SEGMENT (INR Mn) Family Packs Impulse Packs 11.2% 10.5% 4,001 3,985 2,818 2,659 3,583 2, [Showing first 8,000 characters — download PDF for full document]