ALFA Finder| Revenue growth | 15% YoY in Q1 FY27. |
|---|---|
| Margins | Gross margin up 110bps; EBITDA margin improved to 7.0%. |
| Demand visibility | Strong growth in E-commerce (32%) and B2B (18%). |
| Management confidence | High; citing scaled food platform and profitable growth opportunities. |
Growth
Revenue grew 15% YoY to ₹428.1 Cr. EBITDA reached ₹30.0 Cr (7% margin), up from 4.3% YoY.
Outlook
Focus on high-growth channels like Quick-Com (35% growth) and scaling 100 new launches contributing ~4% of sales.
Risks
Spreads segment faces headwinds with -3% YoY value decline, though moderating from -10% in Q4 FY26.
Last quarter's promises, checked
Delivered
- Guided 150-225bps EBITDA margin expansion → delivered 270bps YoY (= BEAT)
- Guided ~13% core category growth → delivered 15% (= BEAT)
- Guided ~4% sales contribution from new launches → delivered 4% (= BEAT)
Partly delivered
- Guided recovery in Spreads/Peanut Butter by Q2 → delivered -3% (improved from -10%) (= PARTIAL)
Missed
- Guided 10-11% packaging cost as % of sales → delivered 110bps GM expansion (= MISS/INSUFFICIENT DATA)
Investor Presentation filed with BSE, NSE: SUNDROP. Summary written with AI assistance from the document.
Sundrop Brands Ltd: key numbers
- Share price
- ₹635.35
- Market cap
- ₹2,395 Cr
- Revenue (annual)
- ₹1,549 Cr
- Net profit (annual)
- ₹20.13 Cr
- P/E (TTM)
- 58.3×Sector 41.3×
- Promoter holding
- 43.90%+0.00% QoQ
- FII holding
- 0.05%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sundrop Brands Ltd
All →Sundrop Brands Earnings Call Transcript: Key Takeaways
Q2 revenue up 21% YoY (H1 18%), normalized EBITDA margin up 240 bps; volume ~10%, with ~6-7% price and ~3-4% premiumisation contributing. Operating cash flow was negative in H1 on inventory build.
Sundrop Brands Q2 FY27 Results: Turns Profitable, Net Profit ₹11.1 Cr
Sundrop Brands Ltd reported revenue from operations of ₹463.1 Cr (+20.8% YoY) and net profit of ₹11.1 Cr for Q2 FY27.
- Key figure
- Net profit ₹11.1 Cr
Sundrop Brands Other Announcement
Sundrop Brands Limited announced that its Registrar and Share Transfer Agent, KFin Technologies Limited, is shifting its corporate office. The change takes effect on December 01, 2026.
Sundrop Brands Board Meeting Date
Sundrop Brands will hold a board meeting on 5 November 2026 to approve Q2 and H1 FY27 results. An earnings call is scheduled for 6 November 2026 at 11 am IST.
Sundrop Brands Other Announcement
The company submitted its quarterly shareholding pattern as of September 30, 2026, including details on promoter holdings and outstanding employee stock options.
Sundrop Brands Legal & Regulatory
Sundrop Brands Limited received a GST show cause notice for FY 2022-23 demanding ₹26.38 Crore. The demand includes penalties and the company intends to contest it.
- Value
- ₹26.38 Cr