ALFA Finder
The call ran from 11:01 AM to 11:52 AM IST (51 min).
Key takeaways
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.
| Revenue growth | Spray drying H1 volume +15%, value +7%; H2 value ~10%. |
|---|---|
| Margins | Spray drying EBITDA ~18%; export frozen margins above domestic; pulping pricing pressure. |
| Order book | Unshipped ~3,300 MT; ~60% shipped in October; completion expected Q3. |
| Demand visibility | Export freight easing; GCC frozen demand surge; October record spray drying sales. |
| Management confidence | Balanced to defensive; optimistic on H2 volume, evasive on revenue guidance. |
Growth
Spray drying H1 volume 474 MT, +15% YoY; value +7%. October set a record month. H2 volume seen +17-19%.
Outlook
H2 volume growth 17-19% guided; no revenue guidance; frozen segment 3x in three years.
Risks
Forex loss ~₹10 Cr notional; forward hedging dropped, bank penalty cost unquantified; subsidy receipt uncertain.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Foods & Inns Q2 FY27 Results: Net Loss of ₹5 Cr
Foods & Inns Ltd reported revenue from operations of ₹170.2 Cr (-11.6% YoY) and a net loss of ₹5 Cr for Q2 FY27.
- Key figure
- Net loss ₹5 Cr
What management said last time
Full summary →From the call summary published .
Outlook they gave
Frozen snack segment targeted to grow from $12M to $30M+ USD over three years.
Growth they described
Domestic volume growth is strong; however, exports are severely impacted by vessel non-availability and tripled freight costs.
Call details
| Company | Foods & Inns Ltd |
|---|---|
| NSE symbol | FOODSIN |
| ISIN | INE976E01023 |
| Call | Q2 FY27 earnings call |
| Date | Saturday, 7 November 2026 |
| Time | 11:00 AM IST |
| Length | 51 min |
| Audio | Our stream on YouTube ↗ |
Foods & Inns Ltd: key numbers
- Share price
- ₹43.68
- Market cap
- ₹321.2 Cr
- Revenue (annual)
- ₹868.0 Cr
- Net profit (annual)
- ₹27.69 Cr
- P/E (TTM)
- 17.1×Sector 25.2×
- Promoter holding
- 25.39%+0.00% QoQ
- FII holding
- 0.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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