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Britannia Industries Ltd.

BRITANNIAFast Moving Consumer Goods filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

18 transcript(s)/analyst meet(s) served; 0 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 18 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202205112022-03-31yes
TRANSCRIPT202208112022-06-30yes
TRANSCRIPT202211112022-09-30yes
TRANSCRIPT202302082022-12-31yes
TRANSCRIPT202305112023-03-31yes
TRANSCRIPT202308102023-06-30yes
TRANSCRIPT202311072023-09-30yes
TRANSCRIPT202402132023-12-31yes
TRANSCRIPT202405092024-03-31yes
TRANSCRIPT202408092024-06-30yes
TRANSCRIPT202411152024-09-30yes
TRANSCRIPT202502112024-12-31yes
TRANSCRIPT202505162025-03-31yes
TRANSCRIPT202508122025-06-30yes
TRANSCRIPT202511112025-09-30yes
TRANSCRIPT202602162025-12-31yes
TRANSCRIPT202605112026-03-31yes
TRANSCRIPT202608122026-06-30yes

BRITANNIA

files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisiongeneral
Scope servedconsolidated
Panels on this page4

Market

No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.

Last close4,895.00
52-week range4895.0 – 6185.0
Return 1M-9.06%
Return 3M-6.53%
Return 1Y-18.01%
Return 3Y7.11%
Return 5Y21.08%
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations5,000.00
Other income61.00
Total income5,061.00
Cost of materials consumed2,800.00
Purchases of stock-in-trade140.00
Changes in inventories-14.00
Employee benefit expense210.00
Finance costs23.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.510.00
institutions foreign0.13-0.02
institutions domestic0.210.02
mutual funds0.120.02
public0.490.00

Documents on file

ClassMost recentOn file
TRANSCRIPT2026-06-3018

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2022-09-302022-12-312023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations4,380.004,197.004,023.004,011.004,433.004,256.004,069.004,250.004,668.004,593.004,432.004,622.004,841.004,970.004,719.005,000.00
Other income53.0051.0056.0054.0052.0051.0057.0056.0046.0062.0063.0057.0052.0059.0055.0061.00
Total income4,433.004,248.004,080.004,065.004,485.004,307.004,127.004,306.004,714.004,655.004,495.004,679.004,893.005,029.004,774.005,061.00
Cost of materials consumed2,246.002,098.002,023.002,079.002,283.002,129.002,056.002,212.002,578.002,630.002,440.002,551.002,647.002,663.002,489.002,800.00
Purchases of stock-in-trade466.00290.00190.00246.00264.00239.00193.00190.00212.00200.00206.00207.00182.00208.00208.00140.00
Changes in inventories-38.00-23.003.004.00-15.0021.00-7.003.00-61.00-16.009.001.00-7.00-52.0034.00-14.00
Employee benefit expense163.00178.00171.00188.00160.00198.00162.00202.00232.00106.00165.00242.00181.00215.00186.00210.00
Finance costs54.0038.0035.0053.0053.0031.0026.0029.0035.0045.0031.0026.0035.0033.0019.0023.00
Depreciation and amortisation52.0058.0065.0071.0072.0078.0080.0074.0076.0082.0081.0082.0085.0085.0085.0080.00
Other expenses831.00836.00836.00805.00869.00848.00877.00889.00922.00828.00808.00864.00882.00955.00949.001,025.00
Total expenses3,774.003,475.003,322.003,446.003,686.003,544.003,388.003,600.003,995.003,875.003,739.003,973.004,006.004,108.003,970.004,262.00
Profit before exceptional items and tax659.00772.00757.00619.00800.00762.00738.00706.00719.00780.00757.00706.00887.00922.00804.00799.00
Exceptional items0.00376.000.000.000.00-3.000.00-25.00-0.000.000.000.000.000.000.000.00
Profit before tax659.001,148.00757.00619.00800.00760.00738.00682.00719.00780.00757.00706.00887.00922.00804.00799.00
Current tax170.00218.00205.00171.00208.00200.00187.00179.00186.00193.00184.00185.00234.00245.0095.00209.00
Deferred tax-1.00-1.00-1.00-5.004.003.0011.00-3.00-2.003.009.00-5.00-5.00-8.0011.00-5.00
Tax expense169.00217.00204.00167.00212.00203.00198.00176.00184.00196.00193.00181.00229.00237.00105.00204.00
Profit for the period491.00932.00558.00455.00586.00556.00537.00505.00532.00582.00559.00520.00655.00682.00680.00593.00
Profit attributable to owners493.00932.00559.00458.00588.00556.00538.00506.00531.00582.00560.00521.00654.00680.00678.00591.00
Profit attributable to non-controlling interests-3.000.00-1.00-2.00-1.00-1.00-2.00-1.000.001.00-1.00-1.001.002.001.002.00
Other comprehensive income5.004.00-2.00-0.003.000.00-2.001.001.006.00-3.001.008.004.0011.006.00
Total comprehensive income496.00937.00556.00455.00589.00556.00535.00506.00533.00589.00556.00521.00663.00686.00690.00599.00
Earnings per share, basic20.4838.7123.1919.0024.4123.1122.3520.9922.0624.1523.2521.6227.1728.2328.1624.55
Earnings per share, diluted20.4838.7123.1919.0024.4123.1122.3520.9922.0624.1523.2521.6227.1728.2328.1624.55

Annual results, as filed

Line2018-03-312019-03-312020-03-312022-03-312023-03-312024-03-312025-03-312026-03-31
Revenue from operations9,990.0011,055.0011,600.0014,136.0016,301.0016,769.0017,943.0019,152.00
Other income166.00206.00279.00223.00216.00214.00227.00224.00
Total income10,156.0011,261.0011,879.0014,359.0016,516.0016,983.0018,170.0019,376.00
Cost of materials consumed4,906.005,513.005,901.007,474.008,327.008,547.009,859.0010,350.00
Purchases of stock-in-trade1,195.001,104.00974.001,362.001,337.00941.00809.00805.00
Changes in inventories6.00-55.0053.00-75.00-73.004.00-65.00-22.00
Employee benefit expense402.00442.00487.00542.00658.00709.00705.00824.00
Finance costs8.009.0077.00144.00169.00164.00139.00113.00
Depreciation and amortisation142.00162.00185.00201.00226.00300.00313.00337.00
Other expenses1,980.002,318.002,342.002,632.003,220.003,399.003,447.003,650.00
Total expenses8,638.009,492.0010,018.0012,280.0013,865.0014,064.0015,208.0016,057.00
Profit before exceptional items and tax1,518.001,769.001,861.002,080.002,652.002,920.002,962.003,319.00
Exceptional items0.000.00-17.00-1.00376.00-3.00-25.000.00
Profit before tax1,518.001,769.001,844.002,079.003,027.002,917.002,937.003,319.00
Current tax514.00600.00448.00612.00721.00766.00742.00758.00
Deferred tax1.0013.003.00-50.00-5.0014.007.00-7.00
Tax expense514.00612.00451.00562.00716.00779.00749.00752.00
Profit for the period1,004.001,155.001,394.001,516.002,316.002,134.002,178.002,537.00
Profit attributable to owners1,004.001,159.001,403.001,525.002,322.002,140.002,179.002,533.00
Profit attributable to non-controlling interests-0.00-4.00-9.00-9.00-5.00-6.00-1.004.00
Other comprehensive income-0.004.005.006.0015.001.006.0024.00
Total comprehensive income1,004.001,159.001,399.001,522.002,332.002,135.002,184.002,561.00
Earnings per share, basic83.6548.2558.3563.3196.3988.8490.45105.18
Earnings per share, diluted83.6148.2158.3463.3196.3988.8490.45105.18

Balance sheet, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Total assets7,912.009,353.008,749.009,074.009,467.008,839.009,450.009,732.00
Non-current assets3,961.004,606.004,445.004,225.004,217.004,925.004,823.005,054.00
Current assets3,951.004,714.004,298.004,842.005,250.003,914.004,627.004,678.00
Property, plant and equipment1,558.002,472.002,587.002,603.002,783.002,735.002,749.002,673.00
Capital work-in-progress879.00105.0083.00188.0056.0089.0073.0039.00
Goodwill147.00128.00129.00130.00130.00133.00137.00144.00
Other intangible assets15.0014.0012.0011.009.008.006.005.00
Inventories1,850.001,193.001,649.001,181.001,972.001,237.002,200.001,346.00
Trade receivables361.00329.00413.00393.00510.00449.00497.00469.00
Cash and cash equivalents97.00102.00120.00323.00111.00133.0078.00220.00
Total equity and liabilities7,912.009,353.008,749.009,074.009,467.008,839.009,450.009,732.00
Equity2,073.003,564.002,874.003,966.003,236.004,381.003,759.005,136.00
Equity share capital24.0024.0024.0024.0024.0024.0024.0024.00
Other equity2,017.003,510.002,824.003,917.003,186.004,332.003,709.005,082.00
Total liabilities5,839.005,788.005,875.005,108.006,230.004,457.005,691.004,596.00
Non-current liabilities1,776.001,654.00904.001,023.00941.00839.00771.00416.00
Current liabilities4,063.004,134.004,971.004,084.005,289.003,618.004,920.004,180.00
Borrowings, non-current1,710.001,552.00801.00905.00809.00713.00617.00286.00
Borrowings, current1,312.001,429.001,960.001,136.001,922.00512.001,558.001,072.00
Trade payables1,479.001,449.001,629.001,627.001,809.001,752.001,882.001,896.00

Cash flow, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Net cash from operating activities731.002,526.00967.002,573.00546.002,481.00399.002,612.00
Net cash from investing activities174.00-1,517.001,121.00476.00401.0084.00451.00-757.00
Net cash from financing activities-923.00-1,028.00-2,072.00-2,830.00-1,165.00-2,762.00-906.00-1,783.00
Purchase of property, plant and equipment385.00711.00293.00562.00197.00375.00161.00206.00
Net increase in cash-12.00-9.0017.00219.00-217.00-194.00-53.0088.00
con:CFO.BEFORE_TAX951.003,617.001,251.003,338.00821.003,171.00682.003,434.00
con:INTEREST_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:TAX_PAID.OPERATING220.00726.00284.00765.00275.00689.00283.00822.00
con:CF_OTHER.OPERATING0.00-365.000.00-0.000.00-1.00-1.00-1.00
con:INVESTMENTS_PURCHASED0.000.000.000.000.000.000.000.00
con:INVESTMENTS_SOLD0.00262.000.000.000.000.000.000.00
con:PPE_DISPOSALS5.000.0053.000.006.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.00-139.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.00216.000.000.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group50.5550.5550.5550.5550.5550.5550.5550.5550.5550.550.510.510.510.51
Domestic institutions14.3512.5913.9814.9715.7716.8216.3717.5818.2618.660.190.200.190.21
Mutual funds—————————8.630.100.110.100.12
Insurance companies1.821.572.293.363.273.743.623.804.434.540.040.040.040.04
Foreign institutions19.4421.2919.6618.9918.2317.4117.9016.4615.7215.580.150.150.160.13
Government—————————0.000.000.000.000.00
Public49.4549.4549.4549.4549.4549.4549.4549.4549.4549.450.490.490.490.49
Non-institutional15.6615.5715.8215.4915.4515.2315.1815.4115.4715.210.150.150.150.15
Shares outstanding240868296240868296240868296240868296240868296240868296240868296240868296240868296240868296240868296240868296240868296240868296

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
Associated Biscuits International Limited (ABIL), UKHolding companyDividend paid7,924,000,000.001
Britannia Bel Foods Private LimitedJoint ventureAny other transaction, Investment, Purchase of goods2,520,600,000.0010
International Bakery Products LimitedSubsidiaryAny other transaction, Investment, Purchase of goods2,180,700,000.0010
Manna Foods Private LimitedSubsidiaryAny other transaction, Investment, Purchase of goods2,131,800,000.008
Strategic Food International Co. LLC, DubaiSubsidiaryAny other transaction, Dividend received, Investment1,790,600,000.008
J B Mangharam Foods Private LimitedSubsidiaryAny other transaction, Investment, Purchase of goods1,470,500,000.006
Britchip Foods LimitedSubsidiaryAny other transaction, Investment, Purchase of goods943,900,000.009
Bombay Burmah Trading Corporation LimitedUltimate Holding companyAny other transaction, Inter-corporate deposit, Inte868,900,000.004
Mr.Varun BerryKMP - Vice Chairman and Managing DAny other transaction, Remuneration769,100,000.003
Nowrosjee Wadia and Sons LimitedOther related partyAny other transaction301,500,000.001
Dowbiggin Enterprises Pte Limited, SingaporeFellow subsidiary companiesDividend paid204,700,000.001
Nacupa Enterprises Pte Limited, SingaporeFellow subsidiary companiesDividend paid204,700,000.001
Spargo Enterprises Pte Limited, SingaporeFellow subsidiary companiesDividend paid204,700,000.001
Valletort Enterprises Pte Limited, SingaporeFellow subsidiary companiesDividend paid204,700,000.001
Bannatyne Enterprises Pte Limited, SingaporeFellow subsidiary companiesDividend paid204,600,000.001

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-08-12Q1FY27BRITANNIA INDUSTRIES LIMITED, LIMITEDRead the call
2026-05-11Q4FY26LIMITED, SIDDHARTH, VICERead the call
2026-02-16Q3FY26CORPORATE, GENERAL, LIMITED, RAMAMURTHY, SIDDHARTH, VICE, – BRITANNIARead the call
2025-11-11Q2FY26CHIEF FINANCIAL OFFICER, MANAGER, CORPORATE FINANCE, MARKETING, PROCUREMENT OFFICER, SALESRead the call
2025-08-12Q1FY26LIMITEDRead the call
2025-05-16Q4FY25Read the call
2025-02-11Q3FY25INDUSTRIES LIMITED, LIMITEDRead the call
2024-11-15Q2FY25INDUSTRIES LIMITED, LIMITEDRead the call
2024-08-09Q1FY25INDUSTRIES LIMITED, LIMITEDRead the call
2024-05-09Q4FY24BRITANNIA INDUSTRIES LIMITED, INDUSTRIES LIMITEDRead the call
2024-02-13Q3FY24GENERAL, LIMITED, RAMAMURTHYRead the call
2023-11-07Q2FY24BRITANNIA INDUSTRIES LIMITED, INDUSTRIES LIMITED, – BRITANNIA INDUSTRIES LIMITEDRead the call
2023-08-10Q1FY24BRITANNIA INDUSTRIES LIMITED, LIMITED, – BRITANNIA INDUSTRIES LIMITEDRead the call
2023-05-11Q4FY23BRITANNIA INDUSTRIES LIMITED, CEO, BRITANNIA INDUSTRIES LIMITED, CFO, BRITANNIA INDUSTRIESRead the call
2023-02-08Q3FY23Read the call
2022-11-11Q2FY23Read the call
2022-08-11Q1FY23BRITANNIA INDUSTRIES LIMITED, CFO, BRITANNIA INDUSTRIES LIMITED, OFFICER, BRITANNIA INDUSTRead the call
2022-05-11Q4FY22BRITANNIA INDUSTRIES LIMITED, CFO, BRITANNIA INDUSTRIES LIMITED, LIMITEDRead the call

What they said about it, quarter by quarter

TopicQ3FY24Q3FY25Q3FY26Q4FY22Q4FY23Q4FY24Q4FY25Q4FY26
Capex—My second check was just on capex for FY '25, and are there any thoughts on capex for FY '26?—And second question is on the CAPEX plan for FY22?If you were to look at Croissant, I think it's just two players there it's us and Bauli and the reason for that is that it's a high CAPEX model where …———
Capital allocation———On dividend payout, have we finalized some policy because last 2-3 years we have seen externally dividend payout.——In your categories, is there an impact, especially now I'm seeing Tata's Soulfull acquisition now going to Rusk, for example.—
CostsSo basically, I would be right in assuming that even the input cost on a sequential basis on -- the overall basket has deflated by about 3% to 4%.The elements of our cost savings are on the left-hand side.—If you were to look at it in ‘21-22 we were five times cost savings than what were in ‘13-14.Moving to cost and profitability; Slide #14, this is the country's food price index which is showing that over the last year there is a 10% inflation …Would it be fair to say that near term, there could be some negative impact coming on margins, given the RTM 2.0, which we would be initiating, which …But this year, we went on overdrive because inflation had become pretty high, and we thought that we could do with some additional cost efficiencies a…We told you -- you're talking about raw materials so these are the three most important raw materials.
Debt and cash——————For a company with your kind of cash flows, when we compare you versus other F&B players, we have seen some of your peers have been more open to inorg…—
DemandSo probably 20,000 tons per month, and this has given us -- and obviously, we do it with the right demand centers in mind.Our innovation pipeline is also catering to regional preferences and is helping us drive premiumness.While our cheese business is growing more, I would say, marginally, but the other businesses like milk drinks and we're actually entering into the sea…———My first question is on the demand side.Or basically just trying to appreciate or understand the domestic demand environment.
GuidanceSo should we expect the margins to moderate in 4Q and going forward in, say, year FY '25?Can you talk about the outlook for staff costs in the coming year as well?I wanted to just check, so while you've come back to 20% EBITDA level, can we expect gross margins to further improve from here?14,000 crores what is the FY22 new product contribution if you have and if you can share any guidance or targets for FY22?We are already at that end of the steady state guidance.So I think the volume growth this year, we expect them to be quite solid.Just your thoughts, I mean, this is not a guidance or any particular target, but just your thoughts on, if I were to say, over the next 5 years, what …So, we expect those things to start rolling in along with this price of the dual pricing going away as a very positive for us.
MarginWhen one looks at the gross margins and EBITDA level margins, Britannia is at its best apparently.And you have seen a 600 bps gross margin erosion.Intent going forward would also be to launch a lot of digital first brands where it will be margin accretive, adding to the overall profitability stor…We've also seen a healthy consistent margin delivery in bread and rusk.First on the gross margin for this quarter, you reported I think probably the best ever.Wanted to understand what is the optimal margin expectations that we should build into next year?And if you continue to do that, what is the level of operating margin that you will be comfortable with?But yes, it could be from a transaction point of view some wholesalers and rural markets would probably want to stop that more because they see an opp…
PeopleThe right side shows that cost efficiencies that we derive out of our projects have gone to 7x what they were in '13, '14 and the projects are pretty …————There are many more smaller components with the big ones are truck utilization, distance travelled by our product, market damages, renewable energy, w…——
PricingThe next slide is about pricing actions that we've taken.And we have taken pretty steep price increases towards the last year.And so one, the inflation that Britannia Industries Limited February 11, 2026 happened and a delayed price increase with a lag of about 2, 3 months th…Obviously, there's nothing more important than taking the right amount of price increases and which is what we've been doing.The summary is that this year we've taken pricing actions to make sure that we offset inflation.We've actioned measured pricing actions in specific channels, as I've already told you, and we've delivered very solid cost efficiencies across our fu…So this clearly is a story where there was a pretty aggressive inflation and which necessitated us taking some action on the pricing front, and that's…And the price transition on that, because of some dual pricing in the market, has caused some challenges in our rural channels and in our wholesale ch…
Revenue growthAnd all of these are contributing on an annualized basis, about INR 200 crores to our top line.And for a 24-month period, the same number is 8.8% on the top line and 1.6% on the PAT.We believe that the opportunity for us to drive top line better is definitely there.That was the peak, from there onwards we've come to approximately 14.2% operating margin which is a growth of 10% for Q4 and at 24 months growth of 23…Moving on to Slide #12, which gives us the top line growth.Frankly, we are going to drive top line hard this year.Our revenue growth, as I said, was -- for this quarter was 9% and for the full year has been 6%.And then in March, because of our inability to supply from West Asia, that low growth of that market, actually the business from that part was actuall…