HERITGFOODNSEHeritage Foods Limited· Food ProductsHighNeutral
Announced Thu, 17 Jul, 2025 · 14:49 IST

Heritage Foods Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Ebitda Margin CompressionResults View source PDFExplain this filing

HERITGFOOD · price

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Price reactionminutes from the announcement price · days from the prior close
-2.8%Reaction day
₹478.00
prior close
₹467.45
announcement price
In-mkt
timing
Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)+0.3%-3.2% vs market
Dairy Products peers, median of 8sector+0.3%-3.2% vs sector

On the reaction day the stock moved 3.2 pts less than Nifty Microcap 250 and 3.2 pts less than its Dairy Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
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30m
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Reaction day
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Next day
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+1.5-1.8+3.3-7.5+9.0
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+0.8-5.3+6.1-12.5+13.3
UpDownMarket · Nifty Microcap 250Sector · Dairy Products peers, median of 8Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Heritage Foods reported Q1 FY26 standalone revenue from operations of ₹11,189.4 million, up about 9.7% YoY from ₹10,195.9 million in Q1 FY25. Despite this revenue growth, standalone profit after tax fell sharply to ₹377.6 million from ₹580.1 million, a decline of roughly 35% YoY. Standalone EPS stood at ₹4.07 versus ₹6.25 a year earlier, reflecting significant margin pressure — total expenses grew faster than revenue, with notable jumps in cost of materials consumed and other expenses. Consolidated results told a similar story: revenue rose to ₹11,367.6 million (up ~10% YoY) while PAT dropped to ₹405.5 million (down ~31% YoY). The company also completed acquisition of a controlling stake in Heritage Novandie Foods Private Ltd (HNFPL) on June 16, 2025, making it a subsidiary with effect from that date. The auditor (Walker Chandiok & Co LLP) issued an unmodified limited review report on both sets of results.

Likely market impact

Shareholders should note the disconnect between healthy topline growth and a sharp drop in profitability — a sign of cost pressure and margin compression in the dairy business. The stock may react negatively to the steep PAT decline, though the HNFPL acquisition adds a new revenue stream and segment (Feed) going forward.