Gopal Snacks Limited — Investor Meet, 15-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gopal Snacks' Q2 FY26 revenue rose to INR 375.7 Cr (+16.6% QoQ), with PAT at INR 25.7 Cr (6.8% margin), including a significant INR 21.5 Cr interim insurance payment. H1 revenue was INR 697.8 Cr. Gross margins are holding steady around 25-26%.

The Modasa plant's trial production has begun, expected to largely resolve supply chain disruptions. While full-year revenue targets are revised due to plant delays, H2 is projected to be stronger than H1. Focus areas include deepening Gujarat market presence, expanding around Nagpur, and utilizing new manufacturing hubs in Karnataka and Uttarakhand. New product launches like popcorn and wafer biscuits are gaining traction. Management signals a cautious but confident outlook on operational improvements and strategic growth.