Sundrop Brands Limited has informed the Exchange about Transcript of Investors and Analysts Conference Call held on May 08, 2026

Sundrop Brands reported 11% revenue growth in Q4 FY26 with EBITDA margin improving to 7.2% from negligible levels last year. Full year margin expansion was 270 basis points with EBITDA growing 96%. The company operates 3 brands (Sundrop, Act II popcorn, Del Monte) with Del Monte acquired in February 2025. E-commerce grew strongly at 26% in Q4 and 35% for full year. Popcorn business is a INR400+ crore brand growing at 18%, with Ready-to-Eat contributing 34% and Ready-to-Cook 66%. Italian business faced value decline due to olive oil price deflation but delivered 17% volume growth as prices were passed to consumers. Peanut butter/spreads business remains under pressure in modern trade and e-commerce channels. Management targets 150-225 basis points annual margin improvement with double-digit EBITDA by FY29.