Q4 2026 Foods and Inns Ltd Earnings Call Transcript
Key Points
- Frozen Foods segment showed strong momentum with a 28% volume growth during FY26, driven by increasing demand for value-added products and interest from the US market.
- The company is expanding its spray line capacity by 120 metric tons per annum and building its Tetra Recart business, with confirmed orders of approximately 400 metric tons valued at INR8 crores.
- Foods & Inns Ltd (BOM:507552) has strengthened its sustainability initiatives through additional solar installations at its Vankal and Gonde facilities, contributing to long-term cost efficiencies.
- The company received and recognized the FY25 PLI incentive of INR33.86 crores, reflecting successful execution of growth investments.
- Management expects around 18% volume growth for FY27, with significant contributions from the frozen segment and new packaging solutions like Tetra Recart.
- The company faced challenges due to lower realizations from the pass-through of lower raw material costs and temporary disruptions in certain export markets.
- Sales volumes in Q4 were affected by geopolitical situations, particularly in the Middle East, leading to lower realizations.
- Tomato processing volumes were lower due to constrained availability of quality tomatoes, impacting overall business performance.
- The company does not disclose margin percentages as they are a complete pass-through of raw material costs, creating uncertainty about profitability.
- The Tetra Recart facility faced initial challenges with offtake, and the company is still working on gaining traction in the domestic market.
Ladies and gentlemen, good day, and welcome to Foods and Inns Limited Q4 FY26 earnings conference call. (Operator Instructions) Please note this conference is being recorded. Now I hand the conference over to Mr. Deepali Kumari from Arihant Capital Markets Limited. Thank you, and over to you.
Thank you, and good afternoon everyone. On behalf of Arihant Capital Markets Limited, I thank you all for joining to the Q4 and full year FY26 earnings conference call of Foods and Inns Limited. Today from the management side we have Mr. Anand Krishnan, Chief Financial Officer. Without any further delay, I hand over the call to the management for their opening remarks. Over to you, sir.
Good evening, ladies and gentlemen. This is Anand Krishnan here, the CFO at Foods and Inns. Thank you for joining us today. We have with us Mr. Milan Dalal, the MD of the company; and Mr. Moloy Saha, the CEO. FY26 witnessed a challenging
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