Bikaji's Q4 revenue jumps 18% on 16% volume surge; doubles own stores, eyes margin defence

Bikaji Foods clocked Q4 revenue of ₹720.9 cr (+18%) and FY26 sales of ₹2,993.9 cr (+14.4%) on a 16.1% volume lift, with gross margin expanding 290 bps to 35.1%. Own retail stores doubled to 26, retail revenue jumped 131% to ₹134.9 cr, exports rose 52% to ₹146.8 cr. Edible oil inflation and a one-off GST benefit cloud FY27 margin outlook.

— Filed Fri, 22 May, 2026, 16:43 IST · Source The Hindu BusinessLine · Updated

Bikaji posted 18% Q4 revenue growth on 16% volume surge and 290bps gross margin expansion, but flags one-off GST benefit and edible oil inflation. Retail stores doubled to 26, exports up 52%, with US entity launched.

Why this matters

Bikaji's Q4 print shows volume-led growth alongside aggressive own-retail expansion, with stores doubling to 26 and retail revenue up 131%, signalling a sharper D2C push even as edible oil inflation pressures FY27 margins.

Retail-company theme steady at 956 signals in 90d.