Foods & Inns
Volumes grew, but management avoided revenue guidance, booked a ~₹10 Cr notional forex loss, and dropped forward hedging. A ₹41 Cr asset outlay went unexplained.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Foods & Inns earnings call we streamed: the live audio and our summary of what management said.
Volumes grew, but management avoided revenue guidance, booked a ~₹10 Cr notional forex loss, and dropped forward hedging. A ₹41 Cr asset outlay went unexplained.
Volumes grew, but management avoided revenue guidance, booked a ~₹10 Cr notional forex loss, and dropped forward hedging. A ₹41 Cr asset outlay went unexplained.
H2 volume growth 17-19% guided; no revenue guidance; frozen segment 3x in three years.
Management is navigating an export logjam due to global shipping container shortages while leveraging a 50th-anniversary boost from key client Coca-Cola (Maaza). Optimism relies heavily on domestic juice consumption offsets.
Q4FY26 impacted by geopolitical disruptions in Middle East and lower raw material pass-throughs. Company remains focused on volume growth over value due to cost-plus pricing model.
Foods & Inns FY26 performance saw 12% revenue decline to ₹880cr, though Gross Margins improved to 39.1%. Strategy focuses on brand restructuring, Pectin JV, and international market expansion.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.