Sundrop Brands Limited has informed the Exchange about Investor Presentation
SUNDROP · price
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Sundrop Brands (formerly Agro Tech Foods) shared its investor presentation following the Q4 FY25 results call. The company completed its acquisition of Del Monte Foods India (DMFPL) in February 2025, and as consideration issued a 35.4% stake to the Bharti Group and DMPL India, resulting in a new ownership structure: ConAgra-related TCAG (33.9%), Bharti Group (21%), Del Monte (14.4%) and public shareholders (30.7%). Consolidated FY25 revenue grew to Rs 8,989 Mn (up 18% YoY) but the company posted a loss of Rs 1,099 Mn largely due to a Rs 1,468 Mn exceptional charge from asset impairments. The company is discontinuing its chocolate business and has impaired Rs 1,360 Mn of assets across chocolate, wafers, fries, silos and three plants to sharpen focus on core categories. Capex in FY25 fell to Rs 256 Mn, the lowest in 6 years, and proforma combined FY25 revenue stands at Rs 14,105 Mn with EBITDA margin of 3.8%.
The asset cleanup and rationalisation of non-core businesses should support future margin expansion and return ratios, with management explicitly guiding to improved EBITDA and PAT margins. Near-term, shareholders should expect continued investment in core brands (Sundrop, ACT II, Del Monte) and channel expansion, while the integration of Del Monte remains a key catalyst to watch.