Gopal Snacks Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gopal Snacks reported Q4 revenue of INR 318 Cr, down 12% YoY due to fire-related disruptions. Gross margin fell to 20.2% from 28.1%, hit by sharp cost rises in palm oil, potato, and maida flour. EBITDA margin dropped to 0.6% with exceptional fire losses of INR 47 Cr. FY25 revenue rose 5% to INR 1,468 Cr; EBITDA margin declined to 7.2%. Management is ramping up in-house production, expanding distribution, and doubling sales coverage in Gujarat to drive growth. They expect 20% revenue growth to INR 1,800 Cr in FY26, with margin improvement from easing input costs and controlled spends. Modern trade revenue is growing 50-60%, and insurance claims should cover fire losses. The outlook is confident, backed by supply chain stabilization and product expansion.