Heritage Foods Ltd (BOM:519552)

Q3 2025 Heritage Foods Ltd Earnings Call Transcript

Jan 22, 2025 / 05:00 AM GMT

Release Date Price: ₹435.8 (-3.39%)

Transcript

Key Points

Positve

Heritage Foods Ltd (BOM:519552) reported a 10% increase in revenue from operations, reaching ₹10,339 million.
EBITDA for the quarter grew by 43% year-on-year, with margins expanding to 7.2% from 5.5% in the previous year.
Profit after tax increased by 60% year-on-year, with margins expanding to 4.2% from 2.9% in the previous year.
Value-added products now account for 28% of total revenue, highlighting strong growth in this segment.
The company has a robust distribution network with 7,200 distributors and over 180,000 retail outlets, enhancing market reach.

Negative

There is an anticipated increase in milk procurement prices by ₹1.5 to ₹2 over the next several months, which could impact margins.
The company has not increased market prices for the last six quarters, which may pressure margins if procurement costs rise.
Other expenses increased by 24.81%, driven by higher freight, power, and fuel costs, impacting overall profitability.
The ice cream business, while growing, remains a smaller segment with revenue of only ₹15.94 crore for the quarter.
Despite expansion efforts, market share in newly entered markets like Eastern India remains insignificant.

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

HEFI.NS - Heritage Foods Ltd
Q3 2025 Heritage Foods Ltd Earnings Call
Jan 23, 2025 / 05:00AM 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 Heritage Foods Q3 and nine months FY25 earnings conference call. As a reminder, all partisan lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your Touchstone phone. Please note that this call is being recorded.

I would now like to hand the conference over to MS Garima Singla. Thank you and over to you, MS Rima.

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Unidentified_2 [2]
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