Q1 Results Live: Bikaji Foods, Dr Reddy's Labs Profit Up; Tata Consumer Profit Up, Misses Estimates

Bikaji Foods Q1FY26 (Consolidated, YoY)

• Revenue up 14.2% at Rs 653 crore versus Rs 572 crore

• Ebitda up 5% at Rs 96.2 crore versus Rs 91.6 crore

• Margin at 14.7% versus 16%

• Net profit up 2.8% at Rs 59.9 crore versus Rs 58.3 crore

• Higher R&D spending due to focus on GLP-1 peptide products.

• R&D spending for April-June accounts for 7.3% of sales.

• Nicotine products portfolio integration completed.

• Saw price erosion in Europe markets in April-June.

• Nicotine products, new launches helped Europe operations grow in April-June.

Source: Earnings Presser

Tata Consumer Products Q1FY26 Highlights

• India business growth enabled by strong growth in tea and salt

• Tata Sampann continued its strong momentum

• International business constant currency growth at 5%

• India packaged beverages business revenue grew 12%

• Coffee revenue growth of 67%

• India Foods business revenue grew 14%

• Value-added salt portfolio grew 31%

Source: Press Release

Tata Consumer Products Q1FY26 (Consolidated, YoY)

• Revenue up 9.8% at Rs 4,778.91 crore versus Rs 4,352.07 crore (Bloomberg estimate: Rs 4,813 crore).

• Ebitda down 9% at Rs 606.94 crore versus Rs 667.38 crore (Bloomberg estimate: Rs 648 crore).

• Margin at 12.7% versus 15.3% (Bloomberg estimate: 13.40%).

• Net profit up 15.1% at Rs 334.15 crore versus Rs 290.32 crore (Bloomberg estimate: Rs 355 crore).

Dr Reddy's Laboratories Q1FY26 (Consolidated, YoY)

• Revenue up 11.4% at Rs 8,572 crore versus Rs 7,696 crore (Bloomberg estimate: Rs 8,693 crore).

• Ebitda up 2% at Rs 2,174 crore versus Rs 2,130 crore (Bloomberg estimate: Rs 2,332 crore).

• Margin at 25.4% versus 27.7% (Bloomberg estimate: 26.80%).

• Net profit up 1.8% at Rs 1,418 crore versus Rs 1,392 crore (Bloomberg estimate: Rs 1,514 crore).