Britannia Industries Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Britannia reported Q1 FY27 consolidated revenue of about Rs 4,964 crore, up 9.5% year-on-year, with PAT at 11.9% of revenue and PAT growth of 13.6%. Management said volume growth for the quarter was close to 9%, and described General Trade recovering after disruption from dual pricing, while noting cost pressure from LPG, PNG, palm oil, sugar and milk. Management also said the company exited the quarter with revenue growth in the mid-teens and noted a mixed international performance with pressure in the Middle East and North America.
Britannia reported Q4 FY26 revenue of Rs 4,686 crore, up 7.1% year-on-year, and PAT of Rs 678 crore, up 21.1%, aided by income tax case closures. Management attributed a slowdown in standalone growth to dual pricing issues following the GST transition in wholesale and rural channels, as well as disruption to its West Asia manufacturing and dispatch operations due to the regional conflict. For the full year, the company reported revenue of Rs 18,858 crore, a 7.5% increase, and highlighted growth in e-commerce, premiumization initiatives, and continued cost efficiency programs.