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Bikaji Foods

Q1 FY27Food Products

Bikaji Foods Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹600
Market cap₹15.2K Cr
P/E54.8
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

3 of 4 strong

RevenueModerate growth
MarginMargins slightly up
CapexCapex planned
Order bookOrder book rising

The short version

The company targets mid-teens to high-teens growth in sales/revenue on a quarter-on-quarter basis, aiming for around 16% plus growth. Bikaji Foods targets a long-term operating margin of 15% within the next 3 years, with a near-term margin guidance of 13%-13.5% for the current year and a 50 basis point year-on-year improvement expected.

From Bikaji Foods's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Moderate growth
  • The company targets mid-teens to high-teens growth in sales/revenue on a quarter-on-quarter basis, aiming for around 16% plus growth.
  • Core markets are expected to grow between 13%-15%, with focus markets (where the company has a smaller presence) showing disproportionately higher growth.
  • Exports are expected to eventually grow significantly, especially in the US market, with export business contribution potentially reaching about 5.5%-6% of overall business in 3-4 years.
  • Packaged sweets are expected to grow around 12%-13% over the last year, particularly during the festive season (Q2 and Q3).
  • Retail business through THF stores is expected to grow approximately 50-60% year-on-year for the next 3-4 years.

2 more points from Bikaji Foods's call on revenue

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Profitability & Margins

See what Bikaji Foods said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Bikaji Foods has a new ASRS investment nearing completion, adding approximately 1 lakh square feet in Bikaner for enhanced supply chain capacity, enabling storage of an additional 1.2 to 1.3 lakh cartons.
  • The Nepal JV involves a capital investment of close to INR 15 Crores each from both parties, with plant construction underway; production expected to start in 8-9 months.
  • Planned manufacturing diversification of core bhujia from Bikaner to two more plants within the year to mitigate labor issues and enhance production reliability.
  • Retail expansion includes opening around 10 THF stores this year, targeting growth of 50-60% year-on-year for 3-4 years, scaling from 22 to over 35 stores this year and approximately 50 stores over the next 2.5-3 years.

2 more points from Bikaji Foods's call on capex

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Top-ranked in Food Products

Ranked on what management guided this quarter

Guidance-ranked
1Milky Mist Dairy
Rev 1Mar 1
2Nurture Well Industries
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 3
5
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

Order book rising
Relevant insights related to demand and commitments include: - GT (General Trade) commitments and demand plans for the next 3 months are very positive, indicating a strong order pipeline. - No price increases are planned in the next 30 days, suggesting stable ongoing order flow. - Export shipments have been deferred due to freight cost issues, impacting order fulfillment timing but not demand.

2 more points from Bikaji Foods's call on order book

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Bikaji Foods — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹721 Cr, net profit ₹56 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Bikaji Foods's management said in earlier quarters

Others in Food Products this season

  • Wardwizard Foods (Q1 FY27)

    Revenue for Q1 FY27 (June 2026 quarter) is ₹17.03 Cr, up from ₹13.20 Cr in Q1 FY26, reflecting a strong year-on-year growth. Key investor presentation takeaways

  • Chemkart India (Q1 FY27)

    Revenue from operations for Apr–Jun FY27 reported at INR 99.60 crore (INR 9,960.22 lakhs). Key investor presentation takeaways from Chemkart India Ltd's Q1 FY27

  • Sheetal Cool (Q1 FY27)

    Revenue from Operations for FY26: ₹366.0 Crores, up 13.9% YoY from ₹321.3 Crores in FY25 (Page 29, 5). Key investor presentation takeaways from Sheetal Cool Pro

  • Mukka Proteins (Q1 FY27)

    Q1 FY27 Revenue from Operations: ₹489.7 crore . Key concall takeaways from Mukka Proteins Ltd's Q1 FY27 earnings call — and how it ranks against sector peers.

Compare:vs Nestle Indiavs Britannia Inds.vs Milky Mist Dairy

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Frequently Asked Questions

What were Bikaji Foods Q1 FY27 results?

The company targets mid-teens to high-teens growth in sales/revenue on a quarter-on-quarter basis, aiming for around 16% plus growth. Bikaji Foods targets a long-term operating margin of 15% within the next 3 years, with a near-term margin guidance of 13%-13.5% for the current year and a 50 basis point year-on-year improvement expected.

What is Bikaji Foods share price analysis?

Bikaji Foods currently shows a below-average growth signal. The stock trades at a P/E of 54.8 with a market cap of ₹15,188 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bikaji Foods planning capital expenditure?

Bikaji Foods has a new ASRS investment nearing completion, adding approximately 1 lakh square feet in Bikaner for enhanced supply chain capacity, enabling storage of an additional 1.2 to 1.3 lakh cartons.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.