Numbers Kaise Aaye Itne Zabardast?
Bikaji Foods ne Q3 FY'26 mein financial performance kaafi strong rakha hai. Revenue mein 11% ka YoY growth mila, lekin asli dhamaka EBITDA mein hua, jo ki 77% tezi se badha hai. Isse company ka EBITDA margin lagbhag 12.5% tak pahunch gaya. Volume growth bhi 8.4% raha, jismein Western snacks ka performance 20% se bhi zyada aur Bhujia ka 16-17% raha. Yeh sab cost cutting aur achhi pricing ki wajah se hua hai.
Kya Thi Thodi Gandi Khabar?
Bas sweets aur gifting wale segment mein thoda negative growth dekha gaya, kyuki iss baar Diwali Q2 mein hi aa gayi thi. Is wajah se kuch focus states mein target miss hua hai. Lekin company ko apne core states mein 13% growth mila hai aur expect kar rahe hain ki next 3-6 quarters mein core categories 14-16% grow hongi. Management ka kehna hai ki next fiscal mein EBITDA margin mein at least 50 bps ka improvement hoga.
Global Plans Kya Hain?
Company sirf India mein hi nahi, bahar bhi business badhane ke mood mein hai. Middle East mein 'Bikaji Bakes' naam se JV shuru kar rahe hain, jiska target hai 3 saal mein ₹100 Crore ka business khada karna. Aur Nepal mein bhi JV se 2-3 saal mein top-3 position pakadne ka plan hai. Hazelnut factory mein bhi investment chal raha hai. Goal yeh hai ki 3-5 saal mein ethnic snacks ke organized market mein double-digit market share pakad lein.