Britannia Industries Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Britannia reported Q1 FY26 consolidated revenue of INR 4,535 crore, up 9.8%, with PAT growth of 3%. Management highlighted market share gains in five out of seven regions and robust growth in the Hindi belt. Innovations like Pure Magic Choco Tarts and Millet NutriChoice boosted premium product salience by 310 bps. Adjacency businesses such as Rusk, Croissant, and Wafers demonstrated strong growth and improved profitability. While Q1 saw commodity inflation, the outlook points to stable prices ahead. Distribution reforms are ongoing, enhancing reach. The company expresses confidence in sustaining margins and competitive positioning.