PARAGMILKNSEParag Milk Foods LimitedMediumNeutral
Announced Sat, 3 May · 01:21 IST

Parag Milk Foods Limited has informed the Exchange about Investor Presentation on Audited Financial Results for quarter & year ended March 31, 2025

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

PARAGMILK · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Parag Milk Foods shared its investor presentation alongside audited Q4FY25 and FY25 results. For FY25, revenue grew 9% year-on-year to ₹3,432 crore, while EBITDA rose 30% to ₹293 crore with margin expanding from 7.2% to 8.5%. Profit after tax jumped 31% to ₹119 crore, and PAT margin improved to 3.5% from 2.9%. Q4FY25 was even stronger with revenue up 16% to ₹918 crore, EBITDA up 69% to ₹75 crore, and PAT nearly tripling to ₹26 crore. The company highlighted 13% volume growth in core categories (ghee, cheese), market shares of 22% in branded cow ghee and 35% in cheese, and its New Age business (Pride of Cows, Avvatar) growing 29% year-on-year. Cash flow from operations stood at ₹212 crore, Net Debt/Equity improved to 0.5x, and ROCE rose to 14.3%.

Likely market impact

Strong margin expansion, robust profit growth, and improved return ratios signal healthy operational momentum, which should be viewed positively by shareholders. However, milk prices were up 12% year-on-year in Q4, which could pressure margins in coming quarters if not fully passed on.