BSEDSM Fresh Foods LtdMediumNeutral
Announced Wed, 25 Mar · 13:20 IST

In continuation of our earlier communication, we hereby submit PPT for the Fund Raise purpose of our brand Meevaa Foods

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.0%1-day move
₹98.95
prior close
₹100.00
base price
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+0.5+0.5+0.0+0.0-7.0-14.2-5.3+6.1+4.1+13.2+8.4+12.0+6.1-17.8
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AI summary

DSM Fresh Foods (Zappfresh) filed an investor presentation outlining its fund raise plans and growth roadmap through FY28. H1FY26 revenue stood at Rs. 9,585 Lacs with EBITDA of Rs. 1,527 Lacs and PAT of Rs. 704 Lacs, reflecting a 52% revenue CAGR and 82% PAT CAGR over FY23-25. The company plans to deploy raised capital into working capital, capacity and retail expansion (targeting 1,000 stores by FY29 vs ~20 currently), aquaculture backward integration, and inorganic acquisitions. Management has guided EBITDA margin expansion from 12.5% in FY25 to 19-20% by FY28, driven by backward integration, higher VAP mix, and operating leverage. Three acquisitions have already been completed (Dr. Meat, Bonsaro, Ambrozia), with expansion planned into Telangana, Tamil Nadu, and export markets including the US, Europe, Canada, and the Middle East.

Likely market impact

Positive for shareholders — the presentation signals strong top-line growth, clear margin expansion roadmap, and a credible acquisition-led strategy. The fund raise for Meevaa Foods could lead to near-term equity dilution, but the FY28 margin and revenue targets, if delivered, should support long-term value creation.