Investor & Analyst Conference Call Presentation scheduled today at 12 noon
SUNDROP · price
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Sundrop Brands released its investor presentation ahead of a May 8, 2026 earnings call. Q4 FY26 saw 11% consolidated revenue growth driven by strong e-commerce (+26%) and B2B channels (+12%). Full year FY26 revenue reached INR 1549.4 Cr, up 10% on a proforma basis (including Del Monte Foods, acquired in February 2025). EBITDA grew 96% year-on-year to INR 89.1 Cr, with margins expanding by 270bps in gross profit. The company is nil-debt with INR 56.7 Cr free cash and INR 1479 Cr net worth. Over 70 new product launches were made in FY26. Core categories (Popcorn, Premium Staples, Ready-to-Eat/Cook) now contribute 62% of revenue, up from 53% in FY23. Management flagged margin improvement programs in packaging, manufacturing, and logistics delivering sequential margin gains.
Sundrop Brands demonstrates strong operational recovery post-Del Monte acquisition, with doubled EBITDA and improving margins. The zero-debt balance sheet and cash position provide flexibility for further growth investments. Shareholders can expect continued focus on core categories and margin expansion.