Mrs. Bectors Food Specialities Q2 & H1 FY26 Earnings Call Transcript
Mrs. Bectors Food Specialities' Q2 & H1 FY26 earnings call highlights record quarterly revenue of ₹551.4 crore, 11.1% YoY growth. GST benefits, expansion plans, and a comprehensive brand strategy are underway.
The announcement provides updates on financial performance, strategic initiatives, and future outlook, which could influence investor sentiment and stock performance.
The company reported strong revenue growth and is taking strategic actions to further improve its performance.
* Mrs. Bectors Food Specialities Limited held an earnings conference call on 13 Nov 25 to discuss Q2 & H1 FY26 results. * Highest ever quarterly revenue of ₹551.4 crore, up 11.1% Y-o-Y. * H1 FY26 revenue grew by 9.5% to ₹1,024.4 crore. * Biscuit segment revenue grew 10% to ₹350 crore in Q2 FY26. * Bakery segment revenue grew 16% to ₹194 crore in Q2 FY26. * EBITDA for the quarter stood at ₹69.3 crore, with a margin of 12.6%. * PAT stood at ₹36.5 crore, up 18.2% Q-o-Q. * GST rate cut from 18% to 5% benefited the domestic biscuit portfolio. * Khopoli Bakery plant commissioning in Q4 FY26 will boost distribution and revenue in Maharashtra. * Transition to SAP S4 HANA targeted by Q4 FY26, with complete implementation by Q1 FY27. * A comprehensive brand strategy is expected to be finalized by Q4 FY ‘26. * Expects the CAPEX for the next financial year to be approximately ₹100 crore. This year, the CAPEX should be touching close to ₹400 crore. * Management Expects double-digit growth in the next financial year and endeavor to work and plan for achieving somewhere within two little high peaks. Also, endeavor is to get back to that above 14 % EBITDA range and then improve it beyond that.
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Mrs. Bectors Food Specialities 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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