Integrated Annual Report for the Financial Year ended 31st March, 2025
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Chatha Foods filed its Integrated Annual Report for FY25 with BSE, confirming the 28th AGM on August 30, 2025 via video conferencing. FY25 revenue grew 34.2% YoY to Rs 15,717 lakhs, driven mainly by non-vegetarian segment (96.3% of revenue). Key customers remain Dominos (46.6%), Subway (21.4%), and Chinese Wok (9.1%). EBITDA margin improved to 8.1% from 6.0% and PAT jumped to Rs 617 lakhs (3.9% margin) from Rs 245 lakhs, though gross margin slipped to 26.9% from 28.7%. The company highlighted major capacity expansion plans: a new 16,000 MT vegetarian plant (starting October 2025) and a 7,000 MT JV with Allana Group for RTE/RTC meat products in Aurangabad. RoCE declined to 6.1% and RoE to 3.5% due to the ~37% asset base increase. Stock ended FY25 at Rs 108.35 with market cap of Rs 260.9 crores.
Capacity additions and JV expansion signal an aggressive growth push into vegetarian and protein segments, but declining returns on capital and gross margin compression suggest execution risk. Shareholders should track utilization at new plants and the promised efficiency gains from automation to see if margins and RoCE recover from current compressed levels.