Foods & Inns Limited has informed the Exchange about Investor Presentation
FOODSIN · price
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Awaiting price reaction for this filing.
Foods & Inns posted Q3 FY26 total income of Rs 153 Cr, down 21% YoY due to deferred US customer call-offs over tariff uncertainty and a ~16.5% drop in realizations from selling inventory built at lower 2025 crop costs. However, gross margins expanded sharply to 47.0% from 40.3%, with management explicitly stating pricing remains a raw material pass-through with no structural margin damage. 9M FY26 sales volumes grew 11% YoY to 65,391 MT, with frozen foods volumes up ~37% YoY, and two new large airline customers added. EBITDA for Q3 stood at Rs 19 Cr (margin 12.5%), while 9M FY26 PAT fell 57% to Rs 8 Cr due to higher finance costs and depreciation. The company is expanding spray-drying capacity by 120 MTPA (~Rs 2.5 Cr investment), entering new markets (Hong Kong, Gulf, Finland), and awaiting FY25 PLI incentive disbursement.
Shareholders should note that while headline revenue and profits look weak this quarter, management is guiding that margins are structurally protected and demand pipeline remains strong. The US tariff overhang is a near-term watch item, but new geographic entries, frozen food growth, and the pectin JV offer medium-term upside. Stock trades at Rs 65 with Rs 475 Cr market cap and promoter holding of 26%.