Mrs. Bectors Food Specialities Limited — Investor Meet, 22-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Mrs. Bectors Food Specialities reported Q1 FY'26 revenue of INR 473 Cr (+7.6% YoY), with EBITDA at INR 58.2 Cr (12.3% margin) and PAT at INR 30.9 Cr (6.5% margin).

Bakery segment surged 19% to INR 183 Cr, fueled by distribution expansion, strong quick commerce, and new healthier 'NatureBake' products. Biscuit segment grew 3% to INR 281 Cr, affected by export challenges, especially the US market. Domestic biscuits aim for double-digit growth by Q3/Q4.

Input costs are stabilizing. The Dhar biscuit plant is ramping up, and new bakery plants in Kolkata and Maharashtra are set for Q3/Q4 commissioning. Management anticipates EBITDA margins to recover to ~14% from Q2, driven by efficiency and new product launches. A confident outlook on strategic growth initiatives.