ALFA Finder| Revenue growth | Q2 revenue +21% YoY, H1 +18%; value growth outpacing volume. |
|---|---|
| Margins | Normalized EBITDA margin +240bps; Foods +70bps; oils margin dilution. |
| Demand visibility | Consumption stable; festive season support; no broad inflation expected near term. |
| Management confidence | Balanced to confident; claims sustained growth, few hard numbers on outlook. |
Growth
Value growth ~20-21% vs volume ~10-11%: ~6-7% price, 3-4% premiumisation. Ready-to-eat popcorn value +38%.
Outlook
Olive oil volume guided 12-15% for Q3; oils volume target 4-5% with margins protected; Del Monte contract price increases expected.
Risks
Edible oil margin dilution; H1 operating cash flow negative from inventory build; peanut butter volume still declining (~-1% in Q2).
Last quarter's promises, checked
Delivered
- Mid-teens to high-teens growth ambition → Q2 revenue +21% YoY (= BEAT)
- Italian volume ~15% sustained → Italian volume +30% (= BEAT)
- Edible oil volume 4-5% target → edible oil +5% (= BEAT; metric assumed volume)
Partly delivered
- EBITDA margin +300bps/yr → normalized EBITDA margin +240bps YoY (= PARTIAL)
Missed
- Peanut butter return to growth in 'next few quarters' → Q2 peanut butter ~-1% (= MISS)
Earnings Call Transcript 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.
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