BIKAJIBikaji Foods International Ltd
Revenue on track, profitability stalled by inflation & ad spend
margin compression · raw material inflation · retail expansion
Research Reports
16 Aug 2026
GODREJCPGODREJ CONSUMER PRODUCTS LTD.
450 bps of margin hides a structural turnaround—but timing matters
margin compression · Africa turnaround · commodity shock
GODREJCPGODREJ CONSUMER PRODUCTS LTD.
Margin squeeze masks structural wins — near-term caution warranted
margin compression · Africa turnaround · commodity shock
BRITANNIABRITANNIA INDUSTRIES LTD.
Revenue growth overstated; cost inflation only half-mitigated
earnings growth · cost inflation · shrinkflation
BRITANNIABRITANNIA INDUSTRIES LTD.
Growth overstated, cost pressures real; margins resilient but under watch
dual pricing recovery · input cost inflation · shrinkflation
15 Aug 2026
14 Aug 2026
KSEKSE LTD.-$
KSE Q1 FY27: standalone PAT crashes 97.5% YoY to ₹0.94 Cr as raw-material costs bite
animal feed · oil cake · margin compression
PATANJALIPatanjali Foods Ltd
Patanjali Foods Q1 FY27: consolidated PAT surges 86% YoY as margins expand, revenue +29%
edible oils recovery · fmcg margin compression · consumer staples
BANARISUGBANNARI AMMAN SUGARS LTD.
Bannari Amman Sugars swings to ₹10.9 Cr Q1 loss as revenue drops 59% YoY on off-season
sugar · seasonality · off-season
TIERRATierra Agrotech Ltd
Tierra Agrotech Q1FY27: PAT falls 37% YoY on margin squeeze despite revenue growth
seeds · agri inputs · margin compression
JYOTHYLABJyothy Labs Ltd
Severe PAT miss masks guarded recovery narrative
margin compression · crude exposure · pricing power
DAVANGEREDavangere Sugar Company Ltd
Davangere Sugar Q1 FY27: PAT falls 28% YoY to ₹0.94 Cr despite 44% revenue growth
sugar · distillery · co-generation
RANASUGRANA SUGARS LTD.
Rana Sugars Q1 FY27 loss widens to ₹20.65 Cr YoY; revenue down 12.5% on weak sugar segment
sugar sector · seasonality · standalone loss
REGAALRegaal Resources Ltd
Regaal Resources standalone Q1 FY27: revenue down 18% YoY on capacity ramp-up, PAT up 47%
maize starch · capacity expansion · margin expansion
WARDWIZFBLWardwizard Foods and Beverages Ltd
Wardwizard Foods turns to Q1 FY27 profit; PAT ₹1.31 Cr vs year-ago loss, OPM up to 16%
turnaround · margin expansion · food commodities trading
EVEREADYEVEREADY INDUSTRIES INDIA LTD.
Margins Beat, But the Real Story Is Jammu—and Whether It Ramps
alkaline growth · margin beat · Jammu facility
EVEREADYEVEREADY INDUSTRIES INDIA LTD.
Alkaline surge drives margins past guidance, Jammu ramp underway
alkaline growth · premiumization · Jammu facility
VIJSOLXVIJAY SOLVEX LTD.
Vijay Solvex Q1 FY27: consolidated PAT up 4.3x YoY to ₹5.58 Cr on lower input costs
edible oils · ceramics · margin expansion
AVTNPLAVT NATURAL PRODUCTS LTD.
AVT Natural Q1 FY27: consol PAT jumps 157% YoY to ₹31.1 Cr as OPM expands to 16.6%
natural extracts · oleoresins · margin expansion
13 Aug 2026
JINDALPHOTJINDAL PHOTO LTD.
Jindal Photo consolidated PAT falls 75% YoY to ₹13.1 Cr as associate profit share shrinks
investment holding company · equity method pickup · associate profit swing
APEXApex Frozen Foods Ltd
PAT jumps 138% YoY to ₹21.7 Cr, but inventory build drives gain as revenue stays flat
shrimp exports · margin expansion · inventory build
MANORAMAManorama Industries Ltd
Manorama Q1FY27: consol PAT surges 67.5% YoY to ₹78.7 Cr, margins expand on 39.5% growth
specialty fats and butters · cocoa butter equivalent · margin expansion
GODAVARIBGodavari Biorefineries Ltd
Strong chemicals offset by sugar collapse; long-term potential real but near-term pressure
bio-based chemicals · debottlenecking capex · integrated biorefinery flexibility
VISHWARAJVishwaraj Sugar Industries Ltd
Vishwaraj Sugar: standalone Q1 FY27 loss widens to ₹25.8 Cr as revenue slips 19.5% YoY
sugar sector · seasonal quarter · widening losses
KRBLKRBL LTD.
KRBL Q1 FY27: Consolidated PAT surges 73% YoY to ₹260.7 Cr as margins expand sharply
basmati rice · export tariffs · margin expansion
VADILENTVADILAL ENTERPRISES LTD.
Vadilal Enterprises: revenue up 36% YoY but margin compression caps PAT growth at 16%
ice cream · food segment · seasonality
MKPLM. K. Proteins Ltd
MK Proteins Q1 FY27: standalone PAT falls 61% YoY as costs outpace flat revenue
edible oil · margin compression · cost inflation
GOKULGOKUL REFOILS & SOLVENT LTD.
Gokul Refoils: consolidated PAT +58% YoY to ₹6.08 Cr as thin margins widen further
edible oil trading · margin expansion · q1 fy27
HMAAGROHMA Agro Industries Ltd
HMA Agro Q1 FY27: consolidated revenue +88% YoY to ₹2,110 Cr, PAT swells to ₹50.5 Cr
frozen buffalo meat exports · subsidiary turnaround · other income surge
AVANTIFEEDAVANTI FEEDS LTD.-$
Avanti Feeds Q1FY27: consolidated PAT falls 37% YoY as feed-cost inflation squeezes margins
aquaculture · shrimp feed · margin compression