Sundrop Brands Ltd (NSE:SUNDROP)

Q2 2026 Sundrop Brands Ltd Earnings Call Transcript

Nov 13, 2025 / 06:30 AM GMT

Release Date Price: ₹763.35 (-2.78%)

Transcript

Key Points

Positve

Sundrop Brands Ltd (BOM:500215) reported an 8% growth in Q2 and a 10% growth in H1, despite GST transition challenges.
The B2B segment, particularly led by Del Monte, showed strong performance with a 23% growth in Q2.
E-commerce channels experienced robust growth, with a 31% increase in Q2 and 42% in H1, supported by aggressive marketing investments.
The company achieved a 250 basis points improvement in gross margins, driven by cost efficiencies in manufacturing and supply chain.
Sundrop Brands Ltd (BOM:500215) remains a zero-borrowing company with a strong balance sheet, holding a free cash balance of 24 crore.

Negative

The GST transition led to a 2-3% impact on business growth, affecting the overall performance in September.
The peanut butter segment is under pressure, experiencing an 11% decline due to strong competition and market challenges.
Sunflower oil volumes have been affected by high commodity prices, leading to a shift by bulk pack users to cheaper alternatives.
The Italian business segment saw a 3% decline in value terms due to price reductions in olive oil, despite strong volume growth.
The company incurred one-time costs related to external advisory fees for improving margins, impacting short-term financials.

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

SNDO.NS - Sundrop Brands Ltd
Q2 2026 Sundrop Brands Ltd Earnings Call
Nov 13, 2025 / 06:30AM 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 Suncorp Brands Limited, Q2 and H1 FY26 earnings conference call hosted by Anandratis Share and Stock Brokers Limited.

As a reminder, all participant clients will win 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, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Ajay Thakur from Anand Prati Share and Stock Brokers Limited.

Thank you and over to you, sir.

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