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Earnings Call Transcript

Milky Mist Dairy Food Earnings Call Transcript: Key Takeaways

Milky Mist reported strong Q1 FY27 performance with 44% YoY revenue growth driven by paneer, cheese, and yogurt. Strategy focuses on value-added FMCG dairy, leveraging owned logistics and expanding pan-India presence.

Highlights
Revenue growth44% YoY growth to INR 973.45 Crores.
MarginsGross margin expanded 270 bps to 34.2%; EBITDA margin 14.9%.
Demand visibilityStrong across retail, modern trade, and quick-commerce channels.
Management confidenceHigh; cited strong momentum as a newly listed entity.

Growth

Revenue grew 44% YoY to INR 973.45 Cr. Paneer revenue rose 34% (INR 248.29 Cr); yogurt grew 153%.

Outlook

Commissioned 120 MT/day cheddar plant. Planning INR 700 Cr total capex for whey protein and capacity expansion.

Risks

Inflationary milk procurement prices and seasonal variations in ice cream demand pose potential margin risks.

Source

Earnings Call Transcript filed with NSE, NSE: MILKYMIST. Summary written with AI assistance from the document.

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Milky Mist Dairy Food Ltd: key numbers

Share price
₹319.30
Market cap
₹24,581 Cr
Revenue (annual)
₹3,138 Cr
Net profit (annual)
₹127.0 Cr
Promoter holding
79.51%
FII holding
3.16%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Milky Mist Dairy Food Ltd

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19:16 IST NSE
Capacity Expansion

Milky Mist Dairy Food Capacity Expansion: ₹40 Cr Investment

Milky Mist Dairy Food will invest ₹40 Crore to add 150 Tonnes per day of production capacity. This facility will produce Skyr and Greek Yogurt.

Value
₹40.00 Cr
manufacturing capacity
150.0 Tonnes per day
18:58 IST NSE
Production Started

Milky Mist Dairy Food Production Started

Milky Mist Dairy Food has commissioned a new Skyr and Greek Yogurt manufacturing plant at Perundurai with a 150 tonnes per day capacity, costing Rs. 40 Crores.

Value
₹40.00 Cr
processing capacity
150.0 tonnes per day