Heritage Foods Ltd (BOM:519552)

Q4 2026 Heritage Foods Ltd Earnings Call Transcript

May 12, 2026 / 05:30 AM GMT

Release Date Price: ₹350.9 (-7.14%)

Transcript

Key Points

Positve

Heritage Foods Ltd (BOM:519552) achieved a 10% year-on-year revenue growth in Q4 FY26, reaching Rs 11,576 million.
The company crossed a significant milestone with full-year revenue reaching Rs 45,260 million, reflecting strong brand strength and consumer demand.
Value-added products emerged as a key growth driver, with revenues growing 18% year-on-year in Q4, contributing 35.5% to overall revenues.
Operational efficiencies and disciplined pricing actions helped mitigate the impact of procurement inflation, maintaining stability.
The company is investing in future growth with new facilities for ice cream and flavored milk, positioning itself for expansion in high-growth categories.

Negative

The dairy industry faced a challenging year with tight milk supply, elevated procurement inflation, and volatility in dairy commodity markets.
Profitability was under pressure due to unprecedented procurement inflation, with EBITDA margin at 4.5% and PAT margin at 2.1%.
Milk procurement declined 7% year-on-year due to persistent supply constraints, impacting operating margins.
Average milk procurement prices increased sharply by 8% year-on-year, adding to cost pressures.
Regions like North and Mumbai are still not profitable, with expectations of improvement in FY27.

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

HEFI.NS - Heritage Foods Ltd
Q4 2026 Heritage Foods Ltd Earnings Call
May 12, 2026 / 05:30AM 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 Q4 and FY26 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 after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchtone 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.

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Unidentified_2 [2]
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