Sundrop Brands Limited has informed the Exchange about Transcript

Sundrop Brands reported its first full quarter as a combined entity after the Del Monte acquisition (completed Feb 2025), posting consolidated revenue of INR 372 crore, up 12% year-on-year, ahead of the industry growth rate. The Sundrop brand grew 15% to INR 208.5 crore while Del Monte grew 8%. Gross margins expanded by 110 basis points despite commodity inflation, and EBITDA grew 9% to a margin of 3.7%. On a normalized basis (excluding INR 1.5 crore ESOP charge and INR 1.1 crore one-off advisory costs), EBITDA was INR 16.3 crore at 4.4% margin, up 30% YoY. The company is debt-free with net worth of INR 1,444 crore, and invested heavily in growth with advertising spend up 58% and e-commerce growing 42%. Management explicitly guided a multi-year journey toward double-digit EBITDA margins (from current ~4%) via four levers: operational efficiency (~20%), integration synergies (~20-30%), scale leverage (20-30%), and procurement gains (~10%).