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KRBL Ltd. Investor Presentation 2026
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Investor Presentation
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KRBL Limited
May 14, 2026
Ref: KRBL/SE/2026-27/11
| The General Manager
Department of Corporate Services
BSE Limited
Floor 25, Phiroze Jeejeebhoy Towers
Dalal Street, Mumbai – 400 001
Scrip Code: 530813 | National Stock Exchange of India Limited
“Exchange Plaza”, C-1, Block-G
Bandra-Kurla Complex
Bandra (E), Mumbai-400051
Symbol: KRBL |
| --- | --- |
| ISIN: INE001B01026 | |
Sub: Investor Presentation on Audited Financial Results of the Company for the fourth quarter (Q4) and financial year ended March 31, 2026.
Dear Sir/Madam,
Pursuant to the provisions of Regulation 30 read with Para A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the Investor Presentation on Audited Financial Results of the Company for the fourth quarter (Q4) and financial year ended March 31, 2026.
The above information will also be available on the Company's website at www.krblrice.com under the head Investor Relations.
You are requested to kindly take the same on record.
Thanking you,
Yours Faithfully,
For KRBL Limited
Anoop
Kumar Gupta
Digitally signed by
Anoop Kumar Gupta
Date: 2026.05.14
21:21:56 +05'30"
Anoop Kumar Gupta
Joint Managing Director
DIN: 00030160
Corporate Office : C-32, 5th & 6th Floor, Sector-62, Noida-201301, Gautambudh Nagar, (U.P.), INDIA.
Regd. Office : 5190, Lahori Gate, Delhi - 110 006, INDIA. Tel. : +91-11-23968328, Fax : +91-11-23968327, CIN No. L01111DL1993PLC052845
Tel. : +91-120-4060300, Fax : +91-120-4060398. E-mail : [email protected]. Visit us at : www.krblrice.com
WORLD'S LARGEST RICE MILLERS & BASMATI RICE EXPORTERS
INVESTOR PRESENTATION
Q4 FY2026
WORLD'S LARGEST RICE MILLERS & BASMATI RICE EXPORTERS
LEADING RICE COMPANY
Highest-ever Total Income in FY26
All figures in ₹, crore and are based on consolidated financials. * FY26 Market share of basmati packaged rice in India as per Nielsen ® Source: NSE @ Source: Kantar Household Panel (MAT Dec'25) – 13 Major Markets (Urban)
KRBL Limited
WORLD'S LARGEST RICE MILLERS & BASMATI RICE EXPORTERS
Market Leadership
Highlights
Unparalleled processing capacity with the Largest Rice Milling Plant in Punjab
Underpinned by a Strong Financial Position with substantial internal accruals and minimal debt reliance
Robust domestic network supported by over 850+ distributors
KRBL has Largest Contact Farming Network coverage for rice
Pricing Power
On the back of Strong Brand & Superior Product
Basmati Realization (per MT)*
KRBL
KRBL enjoys significant premium, reflecting strong brand and superior product.
*KRBL FY26 Basmati Export Realisation per MT compared with India's export realization. Latter is as per APEDA export data of FY26.
ROBUST CASH FLOW
Low Debt Dependence
All figures in ₹. crore and are based on consolidated financials
STRATEGICALLY LOCATED FACILITIES
Strategically located manufacturing and procurement facilities
DHURI, PUNJAB
ALIPUR, DELHI
SONIPAT, HARYANA
G B NAGAR, UTTAR PRADESH
ANJAR, GUJARAT
Q4 FY26
Consolidated Performance Highlights
| | 1,526
Total Income | | 919
Cash & Bank balance |
| --- | --- | --- | --- |
| | 453
Gross Profit | | (789)
Net Bank Borrowings |
| | 237
EBITDA | | 5,806
Net worth |
| | 155
PAT | | 3,714*
Total Inventory |
All figures in ₹, crore and are based on consolidated financials.
*Includes Other Bank balances and Investments (excluding Investment in Equity Shares)
Revenue
Performance Overview
- In Q4 FY26, revenue grew by 6% on YoY basis mainly due to higher domestic sales and partially impacted by lower exports to middle-east region.
- In FY26, revenue grew by 9% on YoY basis due to growth in both domestic and export revenue. Domestic revenue grew by 10% while Export revenue grew by 6%.
Q4 FY26
Profitability Metrics
GROSS PROFIT
Gross margin decreased primarily due to higher COGS and lower other income.
EBITDA
EBITDA followed the Gross margin trend partially impacted by revaluation loss on investment and partially benefitted from lower other expenses.
PROFIT AFTER TAX
PAT margin followed the trend in EBITDA.
CASH PROFIT
All figures in
\mathbb{P}
score and are based on consolidated financials
FY26
Profitability Metrics
GROSS PROFIT
Gross margin mainly benefited from lower avg. basmati COGS and higher other income.
EBITDA
EBITDA followed the Gross margin trend.
PROFIT AFTER TAX
PAT margin followed the trend in EBITDA.
CASH PROFIT
All figures in ₹ crore and are based on consolidated financials
Q4 FY26 & FY26
Consolidated P&L Summary
| Particulars | Q4 FY26 | Q3 FY26 | Q4 FY25 | FY 2026 | FY 2025 |
|---|---|---|---|---|---|
| Revenue from operations | 1,526 | 1,477 | 1,442 | 6,098 | 5,594 |
| Other income | 8 | 25 | 11 | 70 | 61 |
| Total Income | 1,534 | 1,502 | 1,454 | 6,168 | 5,655 |
| Cost of goods sold | 1,080 | 1,048 | 995 | 4,421 | 4,214 |
| Gross Profit | 453 | 453 | 458 | 1,747 | 1,441 |
| Gross Profit % | 29.6% | 30.2% | 31.5% | 28.3% | 25.5% |
| Employee benefits expenses | 53 | 60 | 49 | 215 | 174 |
| Other expenses | 163 | 140 | 174 | 559 | 531 |
| EBITDA | 237 | 254 | 235 | 973 | 736 |
| EBITDA % | 15.5% | 16.9% | 16.2% | 15.8% | 13.0% |
| Finance costs | 4 | 1 | 8 | 8 | 15 |
| Depreciation and amortisation expense | 23 | 23 | 21 | 91 | 81 |
| Profit before tax | 210 | 229 | 207 | 873 | 640 |
| Tax Expenses | 55 | 59 | 52 | 225 | 164 |
| Profit after tax | 155 | 170 | 154 | 648 | 476 |
| Profit after tax % | 10.1% | 11.3% | 10.6% | 10.5% | 8.4% |
| Q4 FY26 | FY 2026 | Q4 FY25 | |||
| --- | --- | --- | |||
| Y-o-Y | O-o-O | ||||
| 6% | 9% | 3% | |||
| -28% | 15% | -67% | |||
| 6% | 9% | 2% | |||
| 9% | 5% | 3% | |||
| -1% | 21% | 0% | |||
| 7% | 23% | -12% | |||
| -6% | 5% | 16% | |||
| 1% | 32% | -6% | |||
| -45% | -43% | 196% | |||
| 11% | 13% | -1% | |||
| 2% | 36% | -8% | |||
| 5% | 37% | -7% | |||
| 1% | 36% | -9% | |||
All figures in ₹ crore and are based on consolidated financials
BALANCE SHEET METRICS
Working Capital Highlights
Total Inventory as on 31st Mar 2026 is Rs. 3,714 Cr vs Rs 3,885 Cr as on 31st Mar 2025.
INVENTORY VOLUME (in '000 MT)
INVENTORY VALUE (In Rs. Cr.)
WORKING CAPITAL DAYS
All figures in ₹ crore and are based on consolidated financials
BALANCE SHEET METRICS
Debt Protection Highlights
CURRENT RATIO (times)
NET BANK BORROWINGS (Rs. Cr)
INTEREST COVERAGE RATIO (days)
- Strong credit ratings from ICRA (AA(Stable)) and [ICRA] A1+; and CARE (A1+) reflect the confidence in KRBL's financial discipline and stability. ICRA reaffirmed long term rating in December 2025.
- Lower net bank debt is mainly due to lower inventory and higher cash profit in current year.
All figures are based on consolidated financials
INDIA BUSINESS
Highest-ever Quarterly Domestic Revenue
Revenue* in Rs. 1,230 Cr
Revenue growth 22%
For Q4 FY26
YoY
Revenue growth driven by 16% rice volume growth and 5% rice realization growth.
All figures in Rs. crore and are based on consolidated financials.
*Domestic Revenue excludes power revenue
KRBL CONTINUES TO LEAD
ACROSS CHANNELS...
MARKET SHARE (%)
GENERAL TRADE
36.9%
MODERN TRADE
38.7%
E-COMMERCE
40.1%
Market Share : FY'26 as per RMS data | E-commerce as per internal numbers, March'26 end
DEMOCRATIZING OUR DISTRIBUTION
REMODELLING OUR SUPPLY CHAIN
STRATEGIC PILLARS
INDIA
INVESTING IN THE BRAND
FORAYING INTO NEW PROD. & CATEGORIES
DEMOCRATIZING
OUR DISTRIBUTION
REMODELLING
OUR SUPPLY CHAIN
STRATEGIC PILLARS
INDIA
INVESTING
IN THE BRAND
FORAYING INTO
NEW PROD. & CATEGORIES
DEMOCRATIZING OUR DISTRIBUTION
Strong Retail Footprint, with robust presence across Indian Homes
Strongest Outlet Presence
3.4 Lakh Retail Outlets
Reaching out to
1.2 Crore India Households
All Channels # of outlets of Packaged basmati as per RMS JFM'26
*Urban Indian Households penetration - KWP (MAT Dec'25) | All India
DEMOCRATIZING OUR DISTRIBUTION
REMODELLING OUR SUPPLY CHAIN
STRATEGIC PILLARS
INDIA
INVESTING IN THE BRAND
FORAYING INTO NEW PROD. & CATEGORIES
REMODELLING OUR SUPPLY CHAIN
Ongoing transformation endeavors, supporting Distribution democratization
| GENERAL TRADE
Going Deeper with Distribution
Establishing direct distribution in non-covered / underpenetrated towns | MT & E-COMM
Driving Servicing &
Cost Efficiency |
| --- | --- |
| 1. | 2. |
| ENSURING WIDER &
DEEPER SUPPLY
16 C&Fs & 8 Ss
ENABLING COST OPTIMIZATION
BETTER SERVICEABILITY | BUILDING A
ROBUST & HEALTHIER GTM PRACTICE
MOVING TOWARDS ‘FOR’ MODEL
STRONGER GOVERNANCE ON GTM
SAFEGUARDING AGAINST INFILTRATION |
DEMOCRATIZING
OUR DISTRIBUTION
REMODELLING
OUR SUPPLY CHAIN
STRATEGIC PILLARS
INDIA
INVESTING
IN THE BRAND
FORAYING INTO
NEW PROD. & CATEGORIES
INVESTING IN THE BRAND
Driving Brand narratives, by leveraging cultural moments
Driving Relevance Through a Unique Take on New Year Resolutions
NEW YEAR'S
Converting a cultural truth into a social statement, challenging casual sexism.
WOMEN'S DAY
Positioning the Brand at the Heart of Authentic Biryani Celebrations
EID
INVESTING IN THE BRAND
NEW YEARS
Building on Uplife’s brand philosophy with ‘Quitters Day’, encouraging consumers to ‘Keep It Up’ on their health journey
VIEWS
139 Mn
REACH
113 Mn
ENGAGEMENT
2.1 Mn
CONTEST PARTICIPATION
3000+
INVESTING IN THE BRAND
WOMEN'S DAY
Rooted in Indian Values, India Gate turned Everyday Food Language Into a Powerful Conversation, challenging casual sexism
She's a woman.
NotYourBiryani.
600 Nano Stories
410K+ Shares
INVESTING IN THE BRAND
EID X BIRYANI
Building Taste Authenticity, through Strategic Partnership with zepto & blinkit with India Gate Classic Biryani Masalas at the heart of it
India Gate Classic Biryani Masala X Zepto
DEMOCRATIZING OUR DISTRIBUTION
REMODELLING OUR SUPPLY CHAIN
STRATEGIC PILLARS
INDIA
INVESTING IN THE BRAND
FORAYING INTO NEW PROD. & CATEGORIES
FORAYING INTO NEW PROD. & CATEGORIES
Launching India Gate Classic Masala Meal mixes, extending the Elevated Experience promise from ‘India Gate Classic’
INDIA GATE CLASSIC MASALA MEAL MIXES
FORAYING INTO NEW PRODUCTS
KASHMIRI DUM ALOO MASALA
Timelessness of the Valley...
Princely kitchens of Patiala...
PATIALA PANEER TIKKA MASALA
Bringing ‘AUTHENTIC TASTE’ that truly reflects Regional & Cultural richness
PURANI DILLI
BUTTER CHICKEN MASALA
Tandoor kitchens of Purani Dilli...
4 EXCITING VARIANTS
Ancestral Spice craft of Chettinad...
CHETTINAD CHICKEN MASALA
AWARDS & ACCOLADES
TRANSFORM ASIA AWARDS 2025
MULTI WINS FOR CREATIVE, BRAND STRATEGY, BRAND EVOLUTION, VISUAL IDENTITY
ET AWARDS, DESIGN
BEST MID-DAY MEAL INITIATIVE, '25
India Gato Basmati Rico
THE HUNGERWARE COLLECTION - PLATES THAT SERVE "TRUTH"
WFP Media
India
K80L who Gold at the 2025 LACP Spotlight Awards and secures a courted spot among the World's Top 100 Annual Reports, marking a third consecutive year of excellence
LACP AWARDS, ANNUAL REPORT
GRAINS OF HOPE, FOMA & E4M AWARDS
INTERNATIONAL BUSINESS
LEADERSHIP BEYOND INDIA
Revenue* in Rs. 279 Cr For Q4 FY26
Revenue growth -33% YoY
Q4 exports lower on YoY basis due to lower export to middle east region.
POSITIVE TRENDS FOR RICE EXPORT FROM INDIA
Global markets offer exciting opportunities for KRBL to drive growth
PRODUCTION
- High yielding varieties boost national surplus
- Farming tech adoption drives produce growth
- Basmati quality focus boosts global demand
EXPORT LEADER
- India is the #1 exporter of rice, holds 85% of basmati market exports and expects to further rise. 16% volume growth in FY25.
INDIAN PRESENCE GLOBALLY
- Growing US demand for PUSA basmati, commercialized by KRBL
- Indian diaspora abroad fuels rice popularity as both staple and premium restaurant item
DEMAND FROM MIDDLE EAST
- Excellent quality standards have spurred increase in the demand for Indian basmati rice amongst locals
- Middle east accounts for nearly 3/4th India's basmati exports.
BASMATI RICE EXPORTS FROM INDIA FOR FY26 Volume - (%)
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STRATEGY
EXPORT
Direct Marketing
- Penetration to locals with Arabic TVC in mainstream channels
- Targeting geo-location customers through social media
- Increasing focus on India Gate HORECA line up to target HORECA customers
Channel Deepening & Diversification
- Acquisition of “Adjacent” Basmati Consumer
AWARDS & ACCOLADES
TRIPLE WIN FOR CREATIVE, STRATEGY, BRAND EVOLUTION, VISUAL IDENTITY
EXCELLENCE IN BARCLAY'S FAMILY BUSINESS AWARDS
BEST MID-DAY MEAL INITIATIVE OF THE YEAR - 2025
KRBL wins Gold at the 2025 LACP Spotlight Awards and secures a coveted spot among the World's Top 100 Annual Reports, marking a third consecutive year of excellence!
CONTACT US
Safe Harbor
This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to KRBL Limited and its affiliated companies (“KRBL”) future business developments and economic performance.
While these forward-looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations.
These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, legislative developments, and other key factors that could affect our business and financial performance.
KRBL undertakes no obligation to periodically revise any forward-looking statements to reflect future/ likely events or circumstances.
Investor Relations Desk
KRBL Ltd.
Tel: +91-120-4060 300
Email: [email protected]