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Earnings Call

Chatha Foods Earnings Call: Key Takeaways

Chatha Foods reported FY26 revenue of ₹1,657 Mn, with EBITDA margins expanding to 7.4%. Strategy focuses on scaling frozen food solutions for major QSR partners like Domino's and Subway.

Why this was an Alfa AlertManagement explicitly guided a 65% CAGR target through FY28, which represents a future growth guidance >50% YoY on primary metrics.
Highlights
Revenue growth5.4% YoY in FY26; targeting 65% CAGR through FY28.
MarginsEBITDA margin expanded 19 bps to 7.4% in FY26.
Demand visibilityStrong via long-term sticky contracts with global QSR brands.
Management confidenceHigh; citing deep QSR moats and new plant commissioning.

Growth

FY26 revenue grew 5.4% YoY; PAT increased 5.5% YoY to ₹64 Mn. H2 FY26 PAT surged 22.6% YoY.

Outlook

Ambitious 65% CAGR target through FY28; targeting 80% capacity utilization and >45% export share via new plants.

Risks

High customer concentration with top 4 clients contributing 84% of revenue. Reliance on non-vegetarian segment (96%).

Source

Earnings Call filed with BSE, BSE: 544151. Summary written with AI assistance from the document.

Read the document ↗

Chatha Foods Ltd: key numbers

Share price
₹101.10
Market cap
₹244.7 Cr
Revenue (annual)
₹165.7 Cr
Net profit (annual)
₹6.40 Cr
P/E (TTM)
38.3×Sector 29.0×
Promoter holding
55.77%
FII holding
2.86%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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