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Earnings Call

Sundrop Brands Earnings Call: Key Takeaways

Sundrop Brands (formerly Agro Tech Foods) reported strong FY26 performance with 10% consolidated revenue growth and 96% EBITDA growth on a proforma basis, driven by popcorn and culinary segments.

Highlights
Revenue growthFY26 +10% (Proforma); Q4 FY26 +11% (Proforma).
MarginsGross margin up 270bps in FY26; EBITDA margin at 5.7%.
Demand visibilityStrong momentum in E-commerce and B2B channels.
Management confidenceHigh; citing scaled food platform and significant growth opportunities.

Growth

FY26 proforma revenue up 10% to ₹1549.4 Cr; EBITDA up 96% to ₹89.1 Cr. Q4 revenue grew 11%.

Outlook

Focus on high-margin core categories, scaling Del Monte, and expanding distribution through sales force automation.

Risks

Spreads segment under pressure (value -7%); Italian portfolio hit by Olive Oil price corrections (-5% value).

Source

Earnings Call filed with BSE, NSE: SUNDROP. Summary written with AI assistance from the document.

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Sundrop Brands Ltd: key numbers

Share price
₹745.75
Market cap
₹2,811 Cr
Revenue (annual)
₹1,549 Cr
Net profit (annual)
₹20.13 Cr
P/E (TTM)
100.6×Sector 43.4×
Promoter holding
43.90%+4.99% QoQ
FII holding
0.20%Current quarter

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

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Other Announcement

Sundrop Brands Other Announcement

Sundrop Brands received a voluntary 'Crisil ESG 56' (Adequate) rating from CRISIL ESG. The company clarified it did not engage CRISIL for the rating.

18:23 IST BSE
Adverse Business Impact

Sundrop Brands Adverse Business Impact

Sundrop Brands' subsidiary Del Monte halted one manufacturing line following a fatal accident. The operational impact is currently assessed as immaterial.

17:56 IST BSE
Financial Results

Sundrop Brands Q1 FY27 Results: Net Profit ₹12.1 Cr, Up 181.4% YoY

Sundrop Brands Ltd reported revenue from operations of ₹428.1 Cr (+15.0% YoY) and net profit of ₹12.1 Cr (+181.4% YoY) for Q1 FY27.

Key figure
Net profit ₹12.1 Cr · +181.4% YoY
20:16 IST BSE
Financial Results

Sundrop Brands Q4 FY26 Results: Turns Profitable, Net Profit ₹9.8 Cr

Sundrop Brands Ltd reported revenue from operations of ₹386.6 Cr (+27.2% YoY) and net profit of ₹9.8 Cr for Q4 FY26.

Key figure
Net profit ₹9.8 Cr