BIKAJI FOODS INTERN LTD

During the earnings conference call for the quarter ended June 30, 2026, management reported a growth of approximately 12.5%, attributing this to strong demand across product ranges, particularly in the latter half of the quarter. They noted challenges in the first 45 days due to supply and production issues, including the impact of the Chairman's passing and labor movement during the Bengal elections. Management highlighted a 13.5% EBITDA margin for the quarter, an increase from the previous quarter. They discussed plans to maintain pricing through the festive season despite rising costs in edible oils and pulses. The company aims for a 15% growth overall this year and has expanded its direct reach to 370,000 outlets. Management also mentioned challenges in the export segment due to geopolitical factors and rising freight costs, which have affected shipments. The call concluded with management expressing optimism about future demand and growth prospects.

Management provided a balanced overview of growth and challenges faced during the quarter.