KRBL Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

KRBL's Q4 FY26 saw robust domestic revenue of INR1,230 Cr (+22% YoY), a record, with 16% volume growth and strong non-basmati expansion. Exports declined 33% in Q4 to INR279 Cr due to Middle East geopolitical disruptions. Q4 EBITDA was INR237 Cr (15.5% margin), PAT INR155 Cr (10.1%). Management is optimistic for a strong export recovery post-geopolitical stability, noting low Middle East inventories. Domestic business targets 10% volume growth in FY27, bolstering its market leadership and new product segments like Uplife edible oil. Inventory levels are comfortable. The focus is on leveraging domestic strength while navigating global uncertainties.