Mrs. Bectors Food Specialities Ltd — earnings calls

Mrs. Bectors Food Specialities reported Q1 FY27 revenue from operations of Rs 548.7 crore, up 16% year-on-year, with EBITDA of Rs 72.1 crore growing 23.8% and EBITDA margin expanding 80 basis points to 13.1%. The Biscuit segment grew 15.7% year-on-year while the Bakery segment grew 17.5%, and management said export order books strengthened despite vessel availability not fully normalizing after the West Asia disruption. Management discussed input cost inflation from raw materials, fuel, and minimum wage hikes, and described mitigation through price increases and its Project IMPACT cost optimization program.

Mrs. Bectors Food Specialities reported Q4 FY26 revenue from operations of INR485.86 crores, up 8.9% year-on-year, with the Biscuits vertical growing 8.4% and the Bakery vertical growing 8.5%. For the full year FY26, consolidated revenue was INR2,043.6 crores, up 9.1%, with EBITDA of INR257.7 crores at a 12.6% margin and PAT of INR140.9 crores at a 6.9% margin. Management discussed raw material and packaging cost inflation, export headwinds from U.S. tariffs and the West Asia conflict, and progress on new plants in Kolkata and Mumbai/Khopoli.