The document is a regulatory filing containing the transcript of an Earnings Conference Call held on Friday, May 22, 2026, at 12:00 P.M. IST to discuss the company's Audited Standalone and Consolidated Financial Results for the quarter and financial year ended March 31, 2026.
The call was hosted by S-Ancial Technologies Private Limited. The management participants were Mr. Rishabh Jain, Chief Financial Officer (CFO) and Mr. Manoj Verma, Chief Operating Officer (COO).
The stated purpose of the event was to discuss the quarterly and annual results, provide a strategic and operational update, and answer questions from analysts and investors.
The meeting was scheduled and conducted after the earnings announcement, as it refers to a previous intimation letter (Ref. BFIL/SEC/2026-27/14) dated May 14, 2026.
The company has stated that the transcript of the call will be hosted on its website, www.bikaji.com, in compliance with Regulation 46 of the SEBI Listing Regulations.
The transcript includes financial highlights and forward-looking statements:
Q4 FY26 Performance: Revenue from operations was close to INR 720 crores, representing ~18% YoY growth. EBITDA was INR 88 crores with a margin of 12.2%. PAT was INR 56 crores with a margin of ~8%.
FY26 Full-Year Performance: Revenue was INR 2,994 crores with 9.5% volume growth. Gross Margin was 35.1%. EBITDA margin was 13.7%, an improvement of 120 basis points YoY.
Growth Drivers: Core market growth exceeded 15%; Family Pack sales grew 20%; E-com/Q-com channel grew ~100% and now constitutes 3% of business; Export business crossed INR 100 crores.
Inflation & Price Hike: Significant inflation was noted in edible oils (~13-14%) and packaging materials (~25-30%) due to geopolitical events. A 3% price hike was implemented in April 2026 to manage this, involving price increases on Family Packs and grammage reduction on Impulse packs.
FY27 Outlook: The company targets maintaining gross margins. Ad spend budget is set at 2% of sales. Capex for FY27 is planned at ~INR 100 crores, focused on expanding sweets capacity and supply chain (a new warehouse). The retail subsidiary, The Hazelnut Factory (THF), aims for 50-60% growth and plans to open 8-10 new stores annually.
Additional Notes Section
The document is an enclosure to a formal compliance letter submitted to the BSE and NSE. The primary attachment is the full transcript of the earnings call.
The announcement itself does not contain the actual financial results data; it is an intimation that the transcript of the call discussing those results is being submitted and will be hosted online.
The tone of the disclosure is neutral and informative, serving as a scheduled regulatory update following the earnings release.
