Hindustan Foods Limited has informed the Exchange about Transcript
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Hindustan Foods reported its highest-ever quarterly profit in Q1 FY'26, with total income up 15% year-on-year to INR998 crores, narrowly missing the INR1,000 crore milestone. PAT grew 17% to INR32 crores, EBITDA rose 10% to INR84 crores, and PBT increased 16% to INR42 crores. Operationally, the new Nashik ice cream greenfield plant commenced production in May 2025, the Lucknow facility hit peak capacity, and the footwear business posted its highest-ever monthly sales in June 2025. The company is on track to grow gross block from INR1,491 crores currently to INR1,800-2,000 crores by FY'27, with major investments lined up for a new North ice cream facility (~INR200+ crores), shoe business (~INR50 crores), and FMCG (~INR50 crores). Net debt-to-equity improved to 0.65 after warrant conversion. Management remained confident on FY'26 and FY'27 targets but flagged that footwear H2 visibility is unclear due to global tariff impacts on multinational customers, even though 100% of footwear production is for the domestic market.
Record quarterly profit, double-digit earnings growth, and a clear capex pipeline support the long-term growth story, but near-term softness in ice cream and beverages from unseasonal rains and uncertainty around footwear demand in H2 due to tariff-related customer caution could keep the stock range-bound in the short term.