Hindustan Foods Ltd (BOM:519126)

Q1 2027 Hindustan Foods Ltd Earnings Call Transcript

Aug 5, 2026 / 06:00 AM GMT

Release Date Price: ₹577.45 (-1.55%)

Transcript

Key Points

Positve

Hindustan Foods Ltd (BOM:519126) delivered its highest-ever quarterly PAT of INR 42.8 crores, a 33% year-on-year increase, driven by strong performance across most business segments.
The company has signed on new projects totaling approximately INR 340 crores for FY27, with a total of nearly INR 500 crores in projects under implementation, indicating robust future growth prospects.
The home and personal care (HPC) business is operating at maximum capacity with record performance, and the company is seeing material improvement in demand traction across all categories and sites.
The beverage division had an excellent season, and the company is expanding into new high-growth categories like Greek yogurt, with new capacities expected to come online by December-January.
The footwear business has a full order book from Q2 FY27 onwards, with new customer wins and improved capacity utilization expected to drive profitability in the second half of the year.
Management reaffirmed its FY27 PAT guidance of INR 200-220 crores, representing a healthy growth of 34-48% over FY26, supported by improving operating leverage and asset utilization.

Negative

The footwear business faced temporary cost pressures of approximately INR 6 crores in Q1 FY27 due to higher raw material prices from the Middle East crisis and a 30% increase in minimum wages in Haryana, which could not be passed on to customers.
The Silvassa manufacturing facility was disrupted by record rainfall in July, with production only partially restored and full operations expected only by the end of August, though the facility is insured.
GST inversion continues to affect cash flows in some business units, leading to higher growth in profitability compared to revenue growth.
Export orders for personal care products to the US are on hold due to ongoing tariff and freight uncertainties, despite product development and investments being completed.
The company's shoe business operates on a fixed pricing model with prices set 6-8 months in advance, making it difficult to pass on sudden cost increases from black swan events like geopolitical crises.
Capacity utilization in the footwear business was poor in Q1 due to material availability issues and supply chain disruptions, though it is expected to improve to 80-90% from August onwards.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HFDS.NS - Hindustan Foods Ltd
Q1 2027 Hindustan Foods Ltd Earnings Call
Aug 05, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, good day and welcome to the Hindustar Foods Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during the conference call, please signal an operator by pressing star with zero on your touchtone phone.

Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Samil Kothari, Managing Director from Hanustan Foods Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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