Q4 2026 Hindustan Foods Ltd Earnings Call Transcript
Key Points
- Hindustan Foods Ltd (BOM:519126) achieved record profitability in FY26, with EBITDA growing by 20% year-on-year and PAT increasing by 29% year-on-year.
- The company successfully executed a significant CapEx plan, investing over INR700 crores, which expanded capacities across geographies and product categories.
- Hindustan Foods Ltd (BOM:519126) maintained a strong project pipeline with new projects worth approximately INR150 crores already signed for FY27.
- The company reported strong operational execution, with divisions like beverages and ice creams delivering record volume growth.
- Hindustan Foods Ltd (BOM:519126) continues to diversify its manufacturing platform, deepening relationships with existing customers and onboarding new ones.
- The footwear division faced challenges due to rising petrochemical prices, impacting profitability.
- Two factories were temporarily affected by LPG shortages, causing disruptions.
- The company experienced higher working capital deployment due to GST rate changes and proactive inventory buildup amid geopolitical uncertainties.
- Cash flows were impacted by higher working capital needs, affecting the cash flow from operations as a percentage of EBITDA.
- The transition from gross to net revenue recognition due to GST duty inversion is delayed, potentially affecting reported revenues.
Ladies and gentlemen, good day, and welcome to the Q4 and FY26 EARNINGS CONFERENCE CALL hosted by Hindustan Foods Limited. (Operator Instructions)
I now hand the conference over to Mr. Sameer Kothari, Managing Director from Hindustan Foods Limited. Thank you, and over to you, sir.
Thank you, Farah. Good morning, and welcome to our Q4 FY26 earnings conference call. I'm joined on the call by Ganesh Argekar, Executive Director; Mayank Samdani, Group CFO; Vimal Solanki, Head, Corporate Communications; and SGA, our Investor Relations adviser.
I hope everyone has had a chance to go through our updated earnings presentation uploaded on the exchange and our company website. FY26 was a milestone year for HFL, a culmination of various initiatives taken over the last few years. It was a year in which we undertook an ambitious CapEx goal of investing more than INR700 crores. And in spite of the macroeconomic and geopolitical headwinds, we were able to deliver capacities across
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