BSE FMCG Sector Regulatory Filings — April 29, 2026

Board meeting rescheduled to May 5, 2026 for FY26 results approval, providing timely audited data disclosure vs prior May 4 plan

Q4/FY26 earnings call confirmed May 7, 2026 at 4:00 PM IST with universal dial-in access, enhancing investor transparency

Earnings presentation to be released May 6, 2026 post-results on BSE and company website, standard protocol signals management confidence

Neutral sentiment (no bearish tones) on governance filing, no insider pledges or sales noted

Neutral sentiment on investor meet, filing on April 29, 2026 aligns with results timeline, no delays flagged

1-day reschedule (May 4 to May 5) at registered office, minor adjustment unlikely to delay trading outcomes

Management-hosted call post-results announcement, historical pattern for detailed guidance discussion

Standalone and consolidated results approval upcoming, potential for full FY26 period-over-period reveals

Dial-in numbers +91 22 6280 1384 / +91 22 7115 8285 provided, broad access vs invite-only peers

Both scrips (517423/532497) low materiality 3/10, relative stability pre-results

Full year FY26 coverage in call, opportunity for forward guidance absent in current filing

BSE intimation on April 29, 2026 compliant, no regulatory concerns raised

Board meeting rescheduled 1 day from May 4 to May 5, 2026, potential minor slippage in results timeline

May 5 meeting precedes trading sessions, risk of knee-jerk reaction if results miss expectations

No forward-looking guidance in April 29 filing, risk of downside surprise on May 7 call

Absence of YoY/QoQ previews, heightened uncertainty for Q4 FY26 margins/revenue

Slides available only May 6 post-results, limited pre-call analysis window

Reschedule at registered office only, no virtual option flagged, potential low attendance signal

2/2 filings neutral, masks potential unreported insider concerns or weakening trends

Fixed dial-in only, risk of technical issues impacting access during peak analyst participation

Audited Q4/year-end focus, risk if consolidated figures show divergence from standalone

Events May 5-7 close together, correlated FMCG volatility if weak sector results emerge

Position ahead of May 5, 2026 board approval for FY26 results, potential beat on operational metrics

Participate in May 7, 2026 4PM IST call for management commentary on FY26 trends/guidance

Access slides May 6, 2026 on website/BSE for early alpha on period comparisons

Low 3/10 materiality, undervalued entry if results reveal positive YoY surprises

No insider sells/pledges in filings, opportunity for run-up in low-volatility setup May 1-5

Universal call dial-in enables retail edge over restricted peers

Reschedule suggests finalization stage, opportunity if margins/ROE trends strong vs sector

May 5-7 events for 2/2 filings, relative outperformance potential for RADICO (532497) post-call

Governance compliance intact, turnaround alpha if Q4 volumes beat forecasts

FY26 full-year review likely to include FY27 targets, forward alpha generation

2/2 BSE FMCG filings flag May 5-7, 2026 events for FY26 results, building sector catalyst calendar with clustered volatility potential

100% neutral across filings (materiality avg 3/10), implies stable FMCG backdrop absent margin compression or growth deceleration signals

No insider activity, capital allocation, or M&A details in filings, pattern of routine governance pre-results vs outlier distress

Integra reschedule (1-day) and Radico call 2 days post, aggregate theme of disciplined FY26 close with low delay risk

BSE intimation April 29 for both, universal access in Radico call highlights improving investor engagement trends

Zero YoY/QoQ/ratio reveals, sector theme of opacity creating alpha opportunities post-May 7 disclosures

Monitor May 5, 2026 results approval for Q4/FY26 YoY trends, insider reactions post-announcement

Track May 7, 2026 4PM IST for guidance changes, margin commentary vs prior quarters

Watch May 6, 2026 BSE/company website upload for operational metrics previews

Observe stock reaction May 5-6 to 1-day delay, any further governance updates

Post-results calls for bullish/bearish turn from neutral, insider filings May 1-10

Confirm call access May 7 via +91 22 6280 1384, watch for capacity issues/FAQ releases

Upcoming AGM/record dates post-results, potential dividend/buyback signals

Comparative results from other BSE FMCG constituents May 5-10 for relative ROE/debt trends