Britannia Industries Ltd · NSE:BRITANNIA
Britannia Industries — Q2 FY2026-27 Earnings Presentation
21 slides from Britannia Industries's earnings presentation, Nov 6, 2026
Slide 1: Exchange intimation letter for investor/analyst call presentation
Date: 6 November 2026 To, The Corporate Relations Department, The Listing Department, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Bandra-Kurla Complex, Dalal Street, Fort, Mumbai - 400 001 Bandra (East), Mumbai – 400 051 Scrip Code:
Slide 2: Analyst Meet / Q2'26-27 Results / Conference Call
Analyst Meet/ Q2’26-27 Results / Conference Call
Slide 3: Disclaimer / Safe Harbor Statement
Disclaimer / Safe Harbor Statement This presentation may contain statements which reflect w w w . b r i t a n n i a . c o . i n Management’s current views and estimates and could be construed as forward-looking statements. The future involves risks and uncertainties that could cause actual results t
Slide 4: Agenda
Business Overview w w w . b r i t a n n i a . c o . i n Agenda Strategic Priorities Costs & Financials 3
Slide 5: Business Overview
BRITANNIA Business Overview
Slide 6: Performance Scorecard – Q2 26-27
Performance Scorecard – Q2 26-27 Revenue from Operations Q2’27 w w w . b r i t a n n i a . c o . i n 12 Months Growth Vs Q1’27 Rs 5,542 +16.6% +11.6% Crores Profit after Tax* Q2’27 12 Months Growth Vs Q1’27 13.0% of +10.2% +21.9% Revenue 5 Source: Company Financials – Consolidated Results *Owner’s s
Slide 7: Performance Scorecard – YTD September 26-27
Performance Scorecard – YTD September 26-27 Revenue from Operations H1’27 w w w . b r i t a n n i a . c o . i n 12 Months Growth Rs 10,506 +13.1% Crores Profit after Tax* H1’27 12 Months Growth 12.5% of +11.7% Revenue 6 Source: Company Financials – Consolidated Results *Owner’s share
Slide 8: Strategic Priorities
Strategic Priorities Efficiencies in Sales, Distribution & Supply Driving Innovation, Chain Adjacencies & Future Sustainability Platforms Elevate Brand Winning in Experiences & “Many Indias” Investments
Slide 9: Broad-Based Growth across all Channels
01 w w w . b r i t a n n i a . c o . i n Broad-Based Growth across all Channels Growth YoY Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q2'27 General Trade Other Channels • General Trade growth in Q2’27 is 2.6x that of FY 25-26 • Other Channels continue to grow faster @ 1.8x of GT • Contrib
Slide 10: Sustained Revenue acceleration in Key States
01 w w w . b r i t a n n i a . c o . i n Sustained Revenue acceleration in Key States Growth YoY Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Key States Others • Key States growth in Q2’27 is 2.8x to that of FY 25-26 • Other States growth continue to outpace that of Key States 9 Key States
Slide 11: Strengthening Brand Relevance Across Core Consumer Cohorts
02 Strengthening Brand Relevance Across Core Consumer Cohorts w w w . b r i t a n n i a . c o . i n NutriChoice Portfolio Little Hearts 10
Slide 12: Augmenting Cheese through Innovations
03 w w w . b r i t a n n i a . c o . i n Augmenting Cheese through Innovations Korean Chilli Slices Italian Herb Slices 11
Slide 13: Adjacency Businesses
03 Adjacency Businesses Adjacent Bakery Businesses* grew >20% during the quarter w w w . b r i t a n n i a . c o . i n Middle East America Egypt Nepal Africa Kenya International Business – Resilient rebound into mid- Dairy – Cheese, Ghee, Milk Drinks leading teens growth across key geographies the b
Slide 14: Winning Regional Moments: Tailored Festive Campaigns
04 Winning Regional Moments: Tailored Festive Campaigns w w w . b r i t a n n i a . c o . i n Bourbon X Bombay Sweet 5050 Cheeze Dipped X Shop for Ganesh Chaturthi Onam 13
Slide 15: ESG – Building a sustainable, profitable business
05 ESG – Building a sustainable, profitable business Progress on ESG KPIs Women factory workforce @ 45% w w w . b r i t a n n i a . c o . i n 5,73,663 BNF beneficiaries reached by H1’27 Renewable Electricity share in Own Plants @ 48% 14
Slide 16: Costs & Financials
BRITANNIA Costs & Financials
Slide 17: Input Costs Trend
Input Costs Trend Vs Q1’27 : +9% Vs Q1’27 : +11% Vs Q1’27 : +4% Vs Q2’26 : -4% Flour Vs Q2’26 : +17% Refined Palm Oil Vs Q2’26 : +6% Sugar w w w . b r i t a n n i a . c o . i n Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q2'27 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q2'27 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Milk Q2'27 Vs Q1’27 :
Slide 18: Consolidated Sales
Revenue trends 12-month Growth% 4% 4% 6% 9% 10% 4% 9% 7% 9% 17% 24-month Growth% 13% 5% 9% 12% 14% 9% 17% 17% 20% 21% FY 23-24 (4%) FY 24-25 (6%) FY 25-26 (8%) H1’27 (13%) w w w . b r i t a n n i a . c o . i n 5,542 Consolidated Sales 4,885 4,964 4,752 4,686 Rs Crs. 4,566 4,463 4,535 4,370 4,376 4,1
Slide 19: Key Financial Lines – Q2 26-27 - Consolidated
Key Financial Lines – Q2 26-27 - Consolidated Q2 26-27 Particulars Rs Crs Vs Q2 25-26 Net Sales 5,542 16.6% w w w . b r i t a n n i a . c o . i n Operating Profit 943 8.5% Profit Before Tax 977 10.6% Profit After Tax (Owner’s Share) 721 10.2% Particulars 21-22 22-23 23-24 24-25 25-26 Q1’27 Q2’27 Pro
Slide 20: Key Financial Lines – H1 26-27 - Consolidated
Key Financial Lines – H1 26-27 - Consolidated H1 26-27 Particulars Rs Crs Vs H1 25-26 Net Sales 10,506 13.1% w w w . b r i t a n n i a . c o . i n Operating Profit 1,704 10.3% Profit Before Tax 1,775 12.0% Profit After Tax (Owner’s Share) 1,312 11.7% Particulars 21-22 22-23 23-24 24-25 25-26 H1’27 P
Slide 21: Thank You!
BRITANNIA Thank You!
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