H2 FY26 Investor Presentation
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Prospect Consumer Products, a cashew processing and export company, reported strong FY26 total income of Rs. 57.62 Cr, up 85.14% YoY, with EBITDA at Rs. 6.31 Cr (up 48.34% YoY) and PAT at Rs. 2.46 Cr. Revenue nearly doubled year-over-year driven by B2B cashew exports and new B2C launch under DriFrutz brand. However, margins contracted — EBITDA margin fell from 13.66% in FY25 to 10.95% in FY26, while PAT margin declined from 6.89% to 4.27%. Management has set a target of 40-45% CAGR over the next 3 years and projects EBITDA margins in the 10-15% range, with an additional 10% revenue contribution from B2C segment in 2 years. Capacity stands at 4,800+ MTPA with 2,500-3,000 MTPA utilization.
Strong revenue growth demonstrates business scaling, but declining margins raise concerns about profitability sustainability. The multi-year CAGR target and margin guidance of 10-15% suggest management expects margin stabilization rather than significant expansion, indicating potential cost or competitive pressures.