Bikaji Foods International Limited — Investor Meet, 30-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bikaji Foods delivered a strong quarter with consolidated revenue up 14.2% to INR 653 Cr and EBITDA at INR 96 Cr. Gross margins hit 35%, driven by price adjustments and easing raw material costs, with management aiming to maintain these levels. Volume growth was 7.5%, notably higher in family packs. The company sees sustained demand recovery for the festive Q2. Key strategic steps include a Nepal JV with CG Group (Bikaji investing INR 15 Cr, targeting INR 50 Cr revenue in 2 years) and expansion of The Hazelnut Factory. Exports surged 60.8%, with overall direct outlet coverage reaching 3.26 lakh. Management projects 9-10% full-year volume growth from Q2, expressing confidence in future performance.