Heritage Foods Limited has informed the Exchange about Investor Presentation
HERITGFOOD · price
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Awaiting price reaction for this filing.
Heritage Foods filed its Q4 FY25 investor presentation highlighting record annual revenue of INR 41,346 million (up 9% YoY) and net profit of INR 1,883 million, a sharp 77% jump driven by improved operating leverage and favorable input costs. EBITDA margins expanded significantly to 8.0% in FY25 from 5.5% last year, a 248 basis points improvement, with margin expansion listed as a clear strategic priority. Value-Added Products (VAP) grew 19.3% to Rs 3,362 million in Q4, raising VAP's contribution to total revenue to 32.5%. The company announced plans to acquire majority stake in its loss-making joint venture Heritage Novandie Foods (HNFPL) for Rs 8.5 crore, targeting majority control by FY26, alongside an ice cream plant under construction. Working capital days improved to 20 from 28, ROCE stood strong at 24.3%, and net debt-to-equity remained low at 0.18.
Positive for shareholders — strong FY25 earnings beat with significant margin expansion, rising VAP share, and reduced working capital cycle signal healthy fundamentals, though Q4 PAT dipped 6% YoY. The Novandie JV acquisition plan and FY28E targets (VAP share at 40%, gross margin at 25%) provide a clear long-term growth narrative for the stock.