| 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
- ₹407.40
- Market cap
- ₹3,781 Cr
- Revenue (annual)
- ₹4,526 Cr
- Net profit (annual)
- ₹150.1 Cr
- P/E (TTM)
- 28.1×Sector 43.4×
- Promoter holding
- 41.30%+0.00% QoQ
- FII holding
- 1.98%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 Earnings Call Transcript: Key Takeaways
Heritage Foods reported its highest-ever quarterly revenue in Q1 FY27, driven by a 40% YoY surge in Value-Added Products (VAP). Management is pivoting toward a high-margin branded product mix.
- Call
- Guides 17% growth
Heritage Foods Earnings Call: Key Takeaways
Heritage Foods reported Q1 FY27 revenue of ₹13,381 million, up 18% YoY, driven by a record 44% contribution from Value-Added Products (VAP) despite elevated milk procurement costs impacting margins.
- Call
- Guides 372% growth
Heritage Foods Q1 FY27 Results: Net Profit ₹25 Cr, Down 38.3% YoY
Heritage Foods Ltd reported revenue from operations of ₹1,338 Cr (+17.7% YoY) and net profit of ₹25 Cr (-38.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹25 Cr · -38.3% YoY
Heritage Foods Earnings Call: Key Takeaways
Heritage Foods crossed ₹45,000M FY26 revenue milestone despite tight milk supply. Strategy focuses on premiumization through value-added products and capacity expansion.
Heritage Foods Earnings Call: Key Takeaways
Heritage Foods delivered resilient 10% revenue growth despite a brutal milk supply environment and record procurement inflation impacting margins.
Heritage Foods Earnings Call: Key Takeaways
Heritage Foods delivered resilient FY26 revenue growth of 9% YoY to ₹45,260 Mn despite severe milk shortages and inflation. Focus remains on expanding value-added products and digital operations.