BSEDSM Fresh Foods LtdMediumNeutral
Announced Fri, 14 Nov · 11:29 IST

Investor presentation to discuss the financial performance for half year ended on 30th September, 2025.

Mgmt Guided Margin ImprovementInvestor 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

Awaiting price reaction for this filing.

AI summary

DSM Fresh Foods (Zappfresh), an online fresh meat delivery platform, shared its H1FY26 investor presentation reporting strong growth. Net revenue rose 43% YoY to ₹95.85 Cr, while EBITDA grew 188% to ₹5.18 Cr and PAT grew 188% to ₹2.44 Cr. Gross Profit Margin improved by 490 bps and EBITDA Margin by 783 bps, reflecting better unit economics. The company serves 100K+ monthly orders with an average order value of ~₹540 and <0.5% cancellations, and supports 300+ HORECA partners. Revenue mix is 56% chicken, 23% mutton, and 21% fish & seafood across 100+ SKUs. ROCE stands at 23% and ROE at 21%, with debt-to-equity at a comfortable 0.65.

Likely market impact

Strong revenue and profit growth with major margin improvement signals operating leverage. The comfortable leverage and focus on automation/in-house processing suggest continued profitability expansion, which is a positive read for shareholders despite the small absolute profit base.