| Revenue growth | 19% YoY growth to ₹13,196 million. |
|---|---|
| Margins | EBITDA margin 5.6%; sequential improvement of 98 bps. |
| Demand visibility | Strong consumer trust; focus on deeper market penetration. |
| Management confidence | Balanced; optimistic on VAP mix but cautious on procurement costs. |
Growth
Revenue grew 19% YoY; VAP reached 42.5% of sales, offsetting raw milk price inflation.
Outlook
New ice cream facility targets ₹500 Cr revenue in 6-7 years.
Risks
Raw milk procurement costs jumped 11% YoY; El Niño continues to strain margins.
Earnings Call Transcript filed with BSE, NSE: HERITGFOOD. Summary written with AI assistance from the document.
Heritage Foods Ltd: key numbers
- Share price
- ₹356.35
- Market cap
- ₹3,307 Cr
- Revenue (annual)
- ₹4,526 Cr
- Net profit (annual)
- ₹150.1 Cr
- P/E (TTM)
- 28.9×Sector 38.3×
- 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 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.
Heritage Foods Board Meeting Date
Heritage Foods intimated that its Board meeting is scheduled for 15 Oct 2026 to consider un-audited results for Q2 and H1 FY27. Trading window closed from 1 Oct 2026 until results are declared.