Gopal Snacks Earnings Conference Call Transcript for Q2 FY26
Gopal Snacks releases Q2 FY26 earnings call transcript, reporting ₹375.7 Cr revenue, 6.4% EBITDA margin. Impacted by GST changes, Modasa plant trials begin, and insurance payment received. Revenue guidance revised.
The announcement provides details on the earnings call and financial performance, which is relevant to investors. The impact is medium due to the mix of positive and negative factors and the revision of revenue guidance.
The announcement is a factual update on the earnings conference call transcript and financial performance, with both positive (revenue increase, insurance payment) and negative (GST impact, guidance revision) elements, resulting in a neutral sentiment.
* Gopal Snacks Limited announced the transcript of the Earnings Conference Call held on 11 Nov 2025 to discuss the operations and financial performance for the quarter and half year ended on 30 Sep 2025. * Revenue from operations stood at ₹375.7 crore, up 16.6% Q-o-Q. * EBITDA margin improved to 6.4%. * Gross margin expanded to 26.4%. * H1 FY26 revenue stood at ₹697.8 crore, with EBITDA margin at 5.6%. * Received an interim insurance payment of ₹19.99 crore related to Rajkot facility. * Modasa plant started trial production. * The company entered into a long-term agreement for third-party manufacturing facilities at Hiriyur (Karnataka) and Kashipur (Uttarakhand), adding over 10,000 metric tons per annum of capacity. * The company's priorities remain centered on expanding market presence, driving efficiency through technology integration, and innovation across product lines. * CFO Perspective: PAT stood at ₹25.7 crore for the quarter, which includes an exceptional income of ₹21.5 crore due to interim insurance payment. The Modasa plant has started trial production, and benefits of which will be shown partially in Q3 and fully in Q4 results. * Impact of GST-related hiccups in September was around ₹8-10 crore and in October was around ₹3-4 crore, totaling ₹15-18 crore. * The company does not expect to meet the revenue guidance of ₹1,750 crore for the entire year. * Subsidy income in this quarter was around ₹5.3 crore, which is for the Nagpur plant pertaining to GST, and is expected to continue for the next 3 years.
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Gopal Snacks Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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