KRBL Limited — Q1FY27 earnings call summary

Filed 21 August 2026 · Official transcript

Domestic revenue grew 14% YoY; 10% domestic volume growth guidance for FY27
Gross margin 36.3% in Q1 FY27 vs 25.7% last year; EBITDA margin 23.8% vs 13.9%
FY27 EBITDA margin guidance 17-18%, gross margin ~30%; margins not sustainable at Q1 levels
Q1 FY27 exports revenue declined 50% YoY due to Middle East disruption; non-Middle East exports grew 37%
Export volumes expected to recover progressively from Q2 as West Asia shipping stabilizes
Multiple analyst queries on export recovery and margin sustainability; management expects export growth and calibrated pricing
New product launches include India Gate Light and Fluffy Poha; regional rice growing 25%
Overall Q1 revenue INR1,496 Cr, down 6%; EBITDA INR372 Cr, PAT INR261 Cr, highest quarterly profitability