| Revenue growth | Revenue grew 10% YoY to ₹11,576 million in Q4. |
|---|---|
| Margins | EBITDA margin pressured at 4.5% due to record milk procurement inflation. |
| Demand visibility | Strong demand for value-added products, especially curd, paneer, and ice cream. |
| Management confidence | Balanced tone highlighting operational resilience amid sector-wide supply headwinds. |
Growth
FY26 revenue hit ₹45,206 million milestone; value-added products (VAP) grew 18% YoY, now 35.5% of mix.
Outlook
VAP mix targeted to increase 2-2.5% annually; Hyderabad ice cream facility now operational for expansion.
Risks
Margins under pressure from 8% YoY procurement price spike; persistent supply shortages during traditional flush seasons.
Earnings Call filed with NSE, 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 reported FY26 revenue of ₹45,260 Mn (up 9% YoY) despite severe milk shortages and inflation. Strategy focuses on expanding value-added products (VAP) and ice cream capacity.
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.