Investors Presentation pursuant to Regulation 30 of LODR Regulations, 2015 for discussion on Audited Half Yearly and yearly financial statements of the Company for the Financial Year ended ....
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DSM Fresh Foods Ltd (Zappfresh) reported strong FY26 results with revenue of Rs. 2,208 Mn, up 68.9% YoY. EBITDA grew 41.4% to Rs. 311 Mn with 14.1% margin, while PAT increased 58.8% to Rs. 143 Mn with 6.5% margin. The company operates an integrated farm-to-fork fresh food platform with 3 processing facilities, 300+ farmer partnerships, and two brands (ZappFresh and Meevaa Foods). Revenue split is 32% B2C and 68% B2B, with chicken, mutton, and fish/seafood as core categories. Management targets scaling the retail store network from ~100 to 500 stores and has outlined strategic priorities including acqui-hiring model, geographic expansion, higher value-added products, and backward integration in seafood (targeting 200-300 bps gross margin uplift).
The company demonstrates strong growth momentum with triple-digit revenue CAGR (116%) and improving EBITDA margins, though gross margin declined to 29.2% from 34.8%. The aggressive retail expansion plan and backward integration strategy could drive structural margin improvements, but execution risk remains given the capital-intensive nature of the growth playbook.