Parag Milk Foods Limited has informed the Exchange about Investor Presentation for Earnings Call (Group Conference Call) for quarter ended June 30, 2025
PARAGMILK · price
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Parag Milk Foods reported its highest-ever Q1 revenue of ₹852 Cr, up 12% year-on-year, supported by 5% volume growth. Core categories (Ghee, Cheese, Paneer) led with 14% value growth and 9% volume growth, now contributing 57% of total revenue. EBITDA rose to ₹66 Cr (up 6% YoY), but margin contracted to 7.7% from 8.1% last year due to higher advertising spends. PAT grew marginally to ₹28 Cr. The New Age business (Pride of Cows and Avvatar) surged 57% YoY, now 9% of revenue. Milk procurement prices were up 18% YoY. The company remains #1 in branded cow ghee (22% share) and #2 in cheese (35% share).
Strong top-line growth and premium category expansion are positive, but slight EBITDA margin compression and modest PAT growth suggest near-term cost pressure from rising milk prices and higher marketing investments. Balance sheet improved with Net Debt/Equity at 0.5x and ROCE at 14.3%, signaling financial discipline.