Britannia Industries Limited
1,890words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
Rs 4,686
Crore
7.1%
21.1%
14.5%
16.7%
26.0%
Rs 18,858
Crore
7.5%
13.4%
16.3%
14.0%
Risks & concerns — 1 flagged
▪ International Business revenues and profitability impacted during Q4’26 owing to vessel unavailability, slowdown in demand ▪ Significant increase in fuel costs, ocean freight rates ▪ No material disruption to production operations at our India manufacturing facilities on account of industrial fuel supply constraints
— Impact
Speaking time
1
1
1
Opening remarks
Note
Strategic covers enabled input costs being lower than market prices Note: Above values are based on average actual consumption rates for the quarter Impact – West Asia Conflict
Impact
▪ International Business revenues and profitability impacted during Q4’26 owing to vessel unavailability, slowdown in demand ▪ Significant increase in fuel costs, ocean freight rates ▪ No material disruption to production operations at our India manufacturing facilities on account of industrial fuel supply constraints
Mitigation Measures
▪ Initiating calibrated price increases from Q1’27 ▪ Optimizing sourcing between India and International manufacturing facilities for key geographies to mitigate supply-related challenges; expected to be fully operational by mid-May ▪ Accelerating cost optimization and efficiency initiatives across the business n i . o c . a i n n a t i r b . w w w 8 Driving Strategic Priorities 01 Efficiencies in Sales, Distribution & Supply Chain 03 Driving Innovation, Adjacencies & Future Platforms 05 Sustainability 02 Elevate Brand Experiences & Investments 04 Winning in “Many Indias” 01 E-commerce – exponential growth in emerging channel Salience - Domestic Business Salience - Categories 2.7x 6% 4% 3% 3% 2% 1.0x 2021-22 2022-23 2023-24 2024-25 2025-26 Biscuits Adjacencies • Fueling the fastest growing channel through exclusive launches, Premium offerings • Investments to grow further n i . o c . a i n n a t i r b . w w w 10 02 Key Brands & Products on Air n i . o c . a i n n a t i r b . w w w 11 D