Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find the attached transcript of conference call held on Thursday, February ....
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Chatha Foods, a B2B supplier to QSR chains like Domino's, Subway, and Taco Bell, held a knowledge session covering its growth roadmap. The company is commissioning a new vegetarian plant and a 70%-owned JV with Allana (for exports), taking total capacity to 30,800 metric tons per year across three plants. Management guided revenue of ~325 Cr in FY27, ~450 Cr in FY28, and ~550 Cr in FY29 at full utilization (vs 157 Cr in FY25). Gross margins guided at 27-28% for non-veg and 32% for veg/Allana, with EBITDA margins targeted at 15-16% at full capacity (up from current ~7%) and double-digit PAT margins. Allana JV opens access to 85 countries including Singapore, Vietnam, Kuwait, and Senegal. Working capital cycle is targeted at 55 days, and promoters confirmed no further dilution.
The path to tripling revenue and roughly doubling EBITDA margins to 15-16% signals major operating leverage as new plants ramp up. With diversification across veg, non-veg, exports, and cinema (PVR) plus reduced customer concentration, the setup is constructive for re-rating, though execution on commissioning timelines and Allana ramp remains the key swing factor.