Q2 2026 Foods and Inns Ltd Earnings Call Transcript
Key Points
- The export market outlook is highly promising, with strong demand from new customers, particularly for processed mango pulp.
- Foods & Inns Ltd (BOM:507552) has secured significant volume commitments for tomato paste from a large conglomerate, with dispatches scheduled through June 2026.
- The company plans to expand its spray-dried powders capacity with a low CapEx investment, expected to be operational in the next 18 months.
- Frozen food category volumes increased by approximately 39% year-over-year, indicating strong global demand.
- The company is exploring new geographical markets for Tetra Recart, including Russia and North America, which could contribute significantly to future revenues.
- Foods & Inns Ltd (BOM:507552) experienced an MTM ForEx loss of around INR5.5 crores due to currency fluctuations, impacting financial results.
- The Kusum Spices segment showed stable but flat performance, with challenges in gaining traction against established brands.
- Gross profit per ton fell by around 6% year-on-year, attributed to a blended product mix and increased other expenses.
- Despite a 25.7% increase in volume, EBITDA in absolute terms decreased by 2.1% year-on-year, partly due to increased other expenses.
- Revenue concentration remains high, with 60% of revenue coming from the top 10 customers, posing a risk if customer diversification is not achieved.
Ladies and Gentlemen, good day, and welcome to the Foods and Inns Limited Q2 FY26 earnings conference call hosted by Arihant Capital Markets Limited. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Ms. Deepali Kumari from Arihant Capital Markets Limited. Thank you, and over to you, ma'am.
Thank you. Hello, and good afternoon to everyone. On behalf of Arihant Capital Markets Limited, I thank you all for joining the Q2 FY26 earnings conference call of Foods and Inns Limited. Today from the management, we have Mr. Milan Dalal, Managing Director; and Mr. Moloy Saha, Chief Executive Officer; and Mr. Anand Krishnan, Chief Financial Officer.
So without any further delay, I would like to hand over the call to the management for their opening remarks. Thank you, and over to you, sir.
Hello, good afternoon. This is Anand Krishnan
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