Investor Presentation for Analyst Meet under Regulation 30 of SEBI(LODR) Regulations, 2015
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Chatha Foods, a food processing company supplying flatbreads, gravies, frozen snacks, and meat products to QSR chains like Domino's, Burger King, Taco Bell, and Subway, held an analyst meet and shared its Vision 2028 targets. The company is guiding for 30-35% revenue CAGR with gross margins expanding to 30% (from 26.2% in FY25), driven by deeper QSR penetration, product diversification, and export expansion. For H1FY26, revenue grew 13.8% YoY to Rs. 841 Mn, but profitability was under pressure with EBITDA margins declining to 6.8% (from 7.3%) and PAT falling 9.5% to Rs. 29 Mn. Capacity utilization is targeted to rise from 80% in FY25 to ~85% by FY28. Revenue mix is planned to shift towards 30-35% vegetarian and >45% exports by FY28, reducing concentration in non-veg (96% currently) and domestic markets.
The Vision 2028 roadmap is positive and outlines ambitious growth and margin expansion, which could boost investor sentiment. However, the H1FY26 results show near-term margin pressure and a PAT decline despite revenue growth, suggesting execution risks and cost headwinds remain in the short term.