ALFA Finder| Margins | Cost-plus model; focus on improving gross margin per ton. |
|---|---|
| Order book | Tetra Recart orders at 400MT (₹8cr); back-to-back tomato orders (₹70cr+). |
| Demand visibility | Strong momentum in frozen foods; expectation of Middle East demand normalization. |
| Management confidence | Confident in long-term opportunity despite short-term external headwinds. |
Growth
FY26 frozen food volume grew 28%. Total volume growth for FY26 was approximately 4% (3% domestic, 6% exports).
Outlook
Guided 17-18% volume growth for FY27. Pectin plant commercialized; targeting ₹300-400cr frozen segment revenue in 3-4 years.
Risks
Geopolitical tensions in Middle East; constrained tomato quality impacting processing volumes; EL Niño impact on mango/vegetable crops.
Last quarter's promises, checked
Delivered
- Guided 10-15% EBITDA growth → delivered 10-15% internal target met (= BEAT)
- Guided spray drying capacity expansion → delivered ₹2.5cr expansion initiated (= BEAT)
- Guided PLI incentive receipt → delivered ₹33.86cr received (= BEAT)
Partly delivered
- Guided 25% frozen food growth → delivered 28% FY26 growth (= BEAT)
- Guided 40% non-mango share → delivered 26% non-mango share (= PARTIAL)
Missed
- Guided doubling tomato capacity → delivered volume constrained by quality (= MISS)
Earnings Call filed with BSE, NSE: FOODSIN. Summary written with AI assistance from the document.
Foods & Inns Ltd: key numbers
- Share price
- ₹46.88
- Market cap
- ₹344.7 Cr
- Revenue (annual)
- ₹868.0 Cr
- Net profit (annual)
- ₹27.69 Cr
- P/E (TTM)
- 18.3×Sector 29.0×
- 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.
More from Foods & Inns Ltd
All →Foods & Inns Earnings Call Transcript: 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.
Foods & Inns Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs170 Cr (-12% YoY), EBITDA Rs13 Cr (7.3% margin), PAT loss Rs5 Cr; H1 revenue Rs328 Cr (-23%), PAT loss Rs1 Cr. Shipment deferrals hit.
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
Foods & Inns Board Meeting Date
Foods and Inns has given prior notice of an audit committee meeting on November 5, 2026, to consider unaudited standalone and consolidated half-yearly results for September 2026. The trading window is closed from October 1 to November 7, 2026.
Foods & Inns Other Announcement
The company filed its quarterly shareholding pattern under Regulation 31(1)(b) for the period ending September 30, 2026.
Foods & Inns Annual General Meeting
Foods & Inns Ltd. concluded its 54th Annual General Meeting on September 28, 2026. The meeting covered financial adoption, dividend declaration, and director-related resolutions.