BSECompany Update5d ago · 6 Nov 2026, 10:43 am

Investors Presentation for Investors/Analysts Conference Call scheduled today i.e., November 06, 2026, at 11.00 a.m. (IST).

Sundrop Brands Ltd · 500215

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Sundrop Brands Ltd has announced an Investors/Analysts Conference Call for Q2 FY'27 and half year ended September 30, 2026, results, with a presentation available on their website.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment7/10

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Sundrop Brands Ltd - 500215 - Announcement under Regulation 30 (LODR)-Investor Presentation

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06th November 2026 The Manager, The Manager, BSE Limited, Listing Department, Floor 25, Pheroze Jeejeebhoy Towers, National Stock Exchange of India Limited, Dalal Street, Exchange Plaza, Bandra-Kurla Complex, Mumbai - 400 001. Bandra (E), Mumbai – 400 051. Ph. No. 022- 22721233 / 22721234 Ph. No. 022- 26598100 / 26598101 Fax No. 022-22723121 / 22721072 Fax No. 022-26598237 / 26598238 Codes: BSE: Scrip code 500215, Co. code 1311 NSE: Symbol SUNDROP, Series EQ-Rolling Settlement Dear Sir(s) / Madam, Sub: Disclosure under Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, read with amendments therein as notified from time to time (“the Listing Regulations”) – Presentation for Investors/Analysts Conference Call scheduled on 06th November 2026. In reference to our earlier letter dated 29th October 2026 to your respective office(s), intimating about hosting an Investors/Analysts Conference Call on the Unaudited Financial Results (Standalone & Consolidated- Limited Review) for Q2 FY’27 and half year ended September 30, 2026, of the Company, we are enclosing a copy of the presentation proposed to be shared with the Investors/Analysts at the said stated call being held today. The presentation is also being made available on the website of the Company at the following webpage link: https://www.sundropbrands.com/analyst-calls.aspx You are requested to take this on record. Yours faithfully, For Sundrop Brands Limited (formerly known as Agro Tech Foods Limited) Kavita Company Secretary and Compliance Officer Membership Number: A-27174 Encl.: As Above Sundrop Brands Limited (Formerly known as Agro Tech Foods Limited) Registered office: 31, Sarojini Devi Road, Secunderabad- 500003, Telangana, India. Tel: 91-40-66650240 Corporate office: Tower C, 15th Floor, Building No. 10, Phase-II, DLF Cyber City, Gurugram-122002, Haryana. Tel: 0124-4593700 Web: www.sundropbrands.com; CIN: L15142TG1986PLC006957 Sundrop Brands Limited (Formerly known as AgroTech Foods Limited) Investor Presentation Q2 FY27 & H1 FY27 06 November 2026 DISCLAIMER Safe harbor Certain statements in this release concerning our future growth prospects are forward-looking statements, which are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those contemplated in such forward-looking statements. Important factors that could cause actual results to differ materially from our expectations include, but are not limited to, risks and uncertainties regarding the execution of our business strategy, general economic and business conditions in India, our research and development efforts, our growth and expansion plans and technological changes, increased competition for talent, changes in the value of the Rupee and other currencies, economic uncertainties and geo-political situations, changes in the Indian and international interest rates, change in laws and regulations that apply to the Indian and global food industries, increasing competition, expectations concerning our market position, future operations, margins, profitability, liquidity, capital resources and changes in the foreign exchange control regulations in India. Neither the company, nor its directors and any of the affiliates have any obligation to update or otherwise revise any statements reflecting circumstances arising after this date or to reflect the occurrence of underlying events, even if the underlying assumptions do not come to fruition. Sundrop Brands | Q2 FY27 & H1 FY27 Investor Presentation 2 A clear vision and mission guiding our next phase of growth Vision Bringing joyful food experiences to today’s consumer Mission Creating innovative, delicious, and convenient food solutions for everyday life Sundrop Brands | Q2 FY27 & H1 FY27 Investor Presentation 3 Index Company Quarterly Portfolio Overview performance performance Company overview and Growth, margins and Brand momentum and category tailwinds financial quality priorities Channels & Investment & What sets us capabilities innovation apart Route-to-market and Capital allocation, How the value sales-force execution launches and margins compounds Sundrop Brands | Q2 FY27 & H1 FY27 Investor Presentation 4 Company Overview Three enduring brands, multiple occasions, one scalable foods platform 01 · COMPANY OVERVIEW A scaled, multi-brand foods company Everyday cooking, convenient meals and snacking occasions, positioned to scale through sharper execution Diversified, multi- FMCG (Packaged 10 09 channel presence Foods) General Trade | E-Com| Modern *Categories Trade | Canteen Store Department | Manufacturing sites Industry Food Services | Key Account | Exports Why we are well positioned CULINARY & ITALIAN PREMIUM OIL+ PEANUT RTC + RTE SNACKING SOLUTIONS BUTTER Attractive categories High-growth, high-margin segments Core portfolio focus Renewed focus on strengthening the core ACT II DEL MONTE SUNDROP Channel acceleration Ready to Cook Popcorn | Sauces | Spreads | Olive oil Premium Oil | Breakfast Greater salience in fast-growing channels Ready to Eat Popcorn and Pasta | Beverages Cereals | Peanut Butter Nachoz Capital-efficient growth Organic + inorganic route to leadership Shared capabilities: Sales| Distribution | E-Commerce | Analytics Build category-leading brands with a capital-efficient operating model and a sharper pathway to profitable growth *Sundrop : RTC, RTE, Spreads, Breakfast Cereals, Premium Oil Sundrop Brands | Q2 FY27 & H1 FY27 Investor Presentation 6 Del Monte: Ketchup and Sauces , Emulsions, Olive Oils, Pasta, Others 01 · COMPANY OVERVIEW Three brands, one platform, complementary occasions A broader occasion map supports cross-channel growth and operating leverage MORNING IN-HOME SNACK ON-THE-GO Oats / cereals RTC popcorn RTE popcorn Breakfast and wellness Affordable, high-frequency occasion Impulse and premium formats CONDIMENTS WORLD CUISINE PROTEIN SNACKING Sauces / mayo Pasta / olive oil Peanut spreads At-home and out-of-home Urban, modern food choices Value-added nutrition Multiple brands, categories and occasions, amplified by one integrated operating platform Sundrop Brands | Q2 FY27 & H1 FY27 Investor Presentation 7 01 · COMPANY OVERVIEW Category tailwinds create a multi-engine growth opportunity Structural growth drivers POPCORN SPREADS SAUCES & CONDIMENTS Formalization Affluence Convenience US$425.5 Mn 1 2 3 Shift toward packaged and branded products Rising incomes and an expanding middle class RTE / RTC formats fit evolving lifestyles India market size | 2025 India market size | 2025 India market size | 2025 Premiumisation Channel expansion Foodservice 14.26% 6.30% 5 17.12% 6 7.80% Trading up toC AdGiffRe r|e 2n0t2ia6t-e3d4 formats and flavours CAGMR o| 2d0e2rn6 -T3r4ade, E-Commerce & Quick-CommeCrcAeGR | 2026-34 Rising institutional and B2BC AapGpRl i|c 2a0ti2o6n-s31 Innovation and portfolio Large staple base Faster-growth adjacencies Multi Channel presence expansion Everyday categories provide scale and Convenience foods and emerging Retail, E-Commerce, Quick Commerce, New products, formats and flavors recurring consumption categories provide additional headroom Foodservice & B2B market access address evolving consumer needs What is working for us Digital Commerce Acceleration Pricing and portfolio flexibility E-Commerce and Quick-Commerce expanding reach and discovery Diversified portfolio and channels enhancing resilience Institutional and B2B demand Export Opportunity Growing institutional demand widening the addressable market Increasing international acceptance opening new growth avenues Sundrop Brands | Q2 FY27 & H1 FY27 Investor Presentation 8 Quarterly performance Headline growth, margin delivery and financial quality 02 · Q2FY27 PERFORMANCE Broad-based growth with stronger economics +18% +21% +43% 6.4% YoY YoY Q2 FY27 Q2 FY27 Revenue Q2 FY27 E-commerce Q2 FY27 Normalized B2C g [Showing first 8,000 characters — download PDF for full document]