Q4 2025 Heritage Foods Ltd Earnings Call Transcript
Key Points
- Heritage Foods Ltd (BOM:519552) reported a 10% year-on-year increase in Q4 revenue, reaching INR10,485 million, supported by broad-based volume gains.
- The company achieved a full-year revenue of INR41,346 million, marking a 9% increase over FY24.
- EBITDA rose by 58% year-on-year to INR3,310 million, with a margin expansion of 248 basis points to 8%.
- The company has strengthened its value-added products segment, which now accounts for 32% of total revenues.
- Heritage Foods Ltd (BOM:519552) has made significant investments in renewable energy, with a 12.14 megawatt capacity installed, enhancing sustainability in operations.
- Rising input costs, including increased fuel and fodder prices, have led to price hikes across the country.
- Employee and other expenses have been growing at a rate higher than overall sales growth, which could impact margins if not managed.
- The company faces challenges from seasonal volatility and unpredictable weather patterns, which can affect business performance.
- The acquisition of Novandie has resulted in a one-time impairment charge, impacting profitability.
- Despite efforts to expand milk sales, growth in this segment remains slower compared to value-added products, which could affect overall revenue growth.
Ladies and gentlemen, good day, and welcome to Heritage Foods Limited Q4 and FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Garima Singla from Go India Advisors. Thank you, and over to you, Ms. Singla.
Thank you. Good afternoon, everyone. I'm Garima Singla. It's my pleasure to welcome you on behalf of Heritage Foods Limited. Thank you for joining us today for quarter four and full year financial year '25 earnings call. This call is being hosted by Go India Advisors. Please note that today's discussion may include certain forward-looking statements. Therefore, they must be viewed in conjunction with the risks that the company faces.
Today on the call, we are joined by Mr. N. Brahmani, Executive Director; Dr. Sambasiva Rao, Whole-Time Director; Mr. Srideep Kesavan, CEO; Mr. A. Prabhakara Naidu, CFO; Mr. J Sambamurthy, COO; Mr. Upendra Pandey, CEO, Heritage Nutrivet; and Mr. Umakanta Barik, Company Secretary
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