Pursuant to regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) regulations, 2015, please find attached revised transcript of the Conference Call held on Thursday, February ....
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Chatha Foods held an investor call hosted by Go India Advisors, with MD Paramjit Singh Chatha and CFO Vishal Sirmauria outlining capacity expansion and growth plans. The company, which supplies to Domino's, Subway, Taco Bell, and others, has 3 integrated plants with 30,800 MT capacity. They guided FY27 revenue of ~Rs 325+ Cr, scaling to ~Rs 450+ Cr in FY28 and ~Rs 550+ Cr in FY29 at full capacity. Gross margin guidance: 27-28% for non-veg, 30-32% for veg, and ~32% for the Allana JV export unit. EBITDA margin targeted at 15-16% at full capacity (vs current 6-7%), with 30% YoY EBITDA growth and double-digit PAT margins. New orders in pipeline: PVR Cinemas (final stage, samples approved), frozen pizza dough/tortillas with a leading QSR (commercial orders expected in May). KFC project on hold due to Sapphire-Divyani merger. Working capital cycle guided to stay at 55 days. No promoter dilution planned.
Positive for investor sentiment: explicit multi-year revenue tripling to Rs 550 Cr and EBITDA margin expansion to 15-16% suggest a significant earnings growth path driven by new facilities and product mix shift. Key risks to monitor include delayed KFC onboarding, slower-than-expected Allana ramp-up, and execution of capacity utilization targets.