Heritage Foods (BOM:519552) ROE %: 8.68% (As of Mar. 2026) — 39% Below Median


BOM:519552 Heritage Foods Ltd BOM:519552
85 GF Score
Price ₹334.25
GF Value ₹456.40
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Heritage Foods ROE %?

Heritage Foods BOM:519552 +0.10% 85 ROE % is 8.68% as of Mar. 2026, which is 39% below its 10-year median of 14.18. GuruFocus rates BOM:519552 with a GF Score™ of 85/100 and a GF Value™ of ₹456.40 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,913 Consumer Packaged Goods companies, Heritage Foods ranks better than 75.01% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Heritage Foods's annualized net income for the quarter that ended in Mar. 2026 was ₹958 Mil. Heritage Foods's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was ₹11,033 Mil. Therefore, Heritage Foods's annualized ROE % for the quarter that ended in Mar. 2026 was 8.68%.

The historical rank and industry rank for Heritage Foods's ROE % or its related term are showing as below:

BOM:519552' s ROE % Range Over the Past 10 Years
Min: -25.4   Med: 14.18   Max: 65.63
Current: 14.44

During the past 13 years, Heritage Foods's highest ROE % was 65.63%. The lowest was -25.40%. And the median was 14.18%.

BOM:519552's ROE % is ranked better than
75.01% of 1913 companies
in the Consumer Packaged Goods industry
Industry Median: 6.73 vs BOM:519552: 14.44

Heritage Foods  (BOM:519552) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=957.76/11033.21
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(957.76 / 46302.44)*(46302.44 / 19498.06)*(19498.06 / 11033.21)
=Net Margin %*Asset Turnover*Equity Multiplier
=2.07 %*2.3747*1.7672
=ROA %*Equity Multiplier
=4.92 %*1.7672
=8.68 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=957.76/11033.21
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (957.76 / 1278.8) * (1278.8 / 1238.44) * (1238.44 / 46302.44) * (46302.44 / 19498.06) * (19498.06 / 11033.21)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.749 * 1.0326 * 2.67 % * 2.3747 * 1.7672
=8.68 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Heritage Foods ROE % Related Terms


Heritage Foods ROE % Historical Data

* Premium members only.

The historical data trend for Heritage Foods's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Heritage Foods ROE % Chart

Heritage Foods Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.41 8.38 13.89 21.15 14.47

Heritage Foods Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.71 16.70 19.55 13.26 8.68

BOM:519552 vs KHC, GIS: ROE % Comparison

For the Packaged Foods subindustry, Heritage Foods's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Heritage Foods ROE % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Heritage Foods's ROE % distribution charts can be found below:

* The bar in red indicates where Heritage Foods's ROE % falls into.


BOM:519552
85GF Score
Heritage Foods Ltd BOM:519552
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Heritage Foods ROE % Calculation

Heritage Foods's annualized ROE % for the fiscal year that ended in Mar. 2026 is calculated as

ROE %=Net Income (A: Mar. 2026 )/( (Total Stockholders Equity (A: Mar. 2025 )+Total Stockholders Equity (A: Mar. 2026 ))/ count )
=1501.38/( (9719.6+11033.21)/ 2 )
=1501.38/10376.405
=14.47 %

Heritage Foods's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=957.76/( (0+11033.21)/ 1 )
=957.76/11033.21
=8.68 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 8.68% mean?
Heritage Foods (BOM:519552) has a ROE % of 8.68% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Heritage Foods and its competitors. This is 39% below median its historical median of 14.18. According to the industry distribution chart, Heritage Foods ranks #478 out of 1913 companies in the Consumer Packaged Goods industry, placing it in the top 25%.
Is Heritage Foods' ROE % too high?
Heritage Foods' current ROE % of 8.68% is 39% below median its 10-year median of 14.18. The Consumer Packaged Goods industry median ROE % is 6.73. Heritage Foods' value of 8.68% is 29% above this industry median. Based on the distribution chart, Heritage Foods ranks #478 out of 1913 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Heritage Foods has a GF Score™ of 85/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Heritage Foods' ROE % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Heritage Foods ranks #478 out of 1913 companies for ROE %. This places Heritage Foods in the top 25% of its industry — outperforming the majority of peers. The industry median ROE % is 6.73. Heritage Foods' value of 8.68% is 29% above this benchmark. While the company's 10-year median is 14.18 vs. the industry median of 6.73, Heritage Foods has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Consumer Packaged Goods company?
The median ROE % among Consumer Packaged Goods companies is 6.73, based on 1,913 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Heritage Foods's current ROE % of 8.68% is 29% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Heritage Foods and its competitors. For the Consumer Packaged Goods industry, the median ROE % is 6.73 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Heritage Foods's current ROE % is 8.68%, which is 39% below median its own 10-year median of 14.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heritage Foods stock overvalued right now?
Based on GuruFocus' analysis, Heritage Foods (BOM:519552) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹456.40, compared to a current price of ₹334.25 — trading 26.8% below its estimated fair value. The current ROE % is 8.68%, which is 39% below median its 10-year median of 14.18 and 29% above the Consumer Packaged Goods industry median of 6.73. Heritage Foods' overall GF Score™ is 85/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Heritage Foods (BOM:519552), the current ROE % is 8.68% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Heritage Foods (BOM:519552) Overvalued in 2026?

Based on GuruFocus' analysis, Heritage Foods stock appears to be undervalued. The current stock price of ₹334.25 is trading 26.8% below its estimated GF Value™ of ₹456.40. GuruFocus considers Heritage Foods to be Modestly Undervalued.

Key valuation signals for BOM:519552:

  • ROE %: 8.68% (39% below median its 10-year median of 14.18)
  • GF Value™: ₹456.40 vs. price of ₹334.25 (26.8% below fair value)
  • GF Score™: 85/100 with 2 warning signs
  • Industry Position: 29% above the Consumer Packaged Goods median (#478 of 1913)

No single metric tells the full story. See the BOM:519552 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Heritage Foods Business Description

Other Exchanges HERITGFOOD:India
Address Road No-1 & 65, Jubilee Hills, H. No. 8-2-293/82/A/1286, Plot No. 1286, Hyderabad, TG, IND, 500033
Heritage Foods Ltd is engaged in the food-related and renewable energy business. The company's operating segments are Dairy Vertical, Renewable Energy Vertical, and Feed Vertical. Dairy Vertical is engaged in the manufacturing and marketing of milk, curd, buttermilk, lassi, ice cream, paneer, table butter, milk powder, and others. The renewable energy vertical produces power for captive consumption through its solar and wind power plants, and the Feed vertical is engaged in the manufacturing of cattle and fish feeds. It generates a majority of its revenue from the Dairy Vertical segment. Geographically, the company derives a majority of its revenue from its business in India.
85GF Score

Get the complete analysis for BOM:519552

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹334.25
Price
₹456.40
GF Value