Transcript of Earning Conference call
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Prospect Consumer Products reported strong H1 FY26 results with total income up 125.4% year-on-year to ₹29.69 crore, EBITDA up 125.6% to ₹3.97 crore, and PAT up 86.9% to ₹2.06 crore. The company expanded manufacturing capacity fourfold from 1,200 MT to 4,800 MT through automation, targeting 2,500-3,000 MT utilization this year and 4,000+ MT next year. Management guided H2 FY26 revenue to be roughly similar to H1 (~₹30 crore), supported by a strong festive and wedding season. The B2C brand 'Drifrutz' is gaining traction via influencer marketing and corporate gifting, though B2B still accounts for about 90% of revenue. Margins improved due to automation, backward integration in raw cashew sourcing, and a higher B2C mix.
Significant revenue and earnings growth, alongside major capacity expansion, signals a strong growth phase that should benefit shareholders. However, with B2C at only ~10% of revenue, the brand-building story is still in early stages and execution on utilization targets and B2C scaling will be key to sustaining the momentum.