ALFA Finder| Revenue growth | 9.5% YoY for FY26. |
|---|---|
| Margins | EBITDA margin contracted to 5.9% in FY26 from 8.0%. |
| Demand visibility | Strong traction in curd, paneer, and ice-creams. |
| Management confidence | High on VAP and long-term premiumization strategy. |
Growth
FY26 Revenue grew 9.5% to ₹45,260 Mn; however, PAT declined 31% to ₹1,501 Mn due to margin pressure.
Outlook
Targeting VAP revenue share of 40% and higher gross margins by FY28; new 24ML annual ice cream capacity operational.
Risks
Severe milk shortages, elevated procurement inflation (up 8%), and weak flush season impacted FY26 margins.
Earnings Call filed with BSE, NSE: HERITGFOOD. Summary written with AI assistance from the document.
Heritage Foods Ltd: key numbers
- Share price
- ₹380.85
- Market cap
- ₹3,534 Cr
- Revenue (annual)
- ₹4,526 Cr
- Net profit (annual)
- ₹150.1 Cr
- P/E (TTM)
- 30.9×Sector 41.3×
- Promoter holding
- 41.30%+0.00% QoQ
- FII holding
- 1.71%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Heritage Foods Ltd
All →Heritage Foods Acquisition
Heritage Foods board approved amalgamation of wholly-owned subsidiary Heritage Novandie Foods under Sections 230-232. No cash or new shares involved; subject to NCLT and shareholder approvals.
Heritage Foods Earnings Call Transcript: Key Takeaways
Strong 19% revenue growth driven by value-added products (VAP) is masked by rising raw milk costs.
Heritage Foods Investor Presentation: Key Takeaways
Heritage Foods reported 19% YoY revenue growth in Q2 FY27, driven by a 32% surge in Value-Added Products (VAP). EBITDA margin recovered sequentially to 5.6% despite rising milk procurement costs.
Heritage Foods Results Update
Heritage Foods posted 19% YoY revenue growth in Q2 FY27, EBITDA margin recovering 98 bps QoQ to 5.6%. VAP contribution expanded to 35.4% on broad-based category growth.
Heritage Foods Acquisition
Heritage Foods Limited has paid the purchase consideration for the acquisition of an additional 5.60% equity stake in its subsidiary, Heritage Novandie Foods Limited.
Heritage Foods Other Announcement
Heritage Foods Ltd submitted its quarterly shareholding pattern for the period ending September 30, 2026, in compliance with Regulation 31(1)(b) of SEBI LODR.