BSECompany Update5d ago · 7 Aug 2026, 10:50 am
Investors Presentation of Investors/Analyst Conference Call scheduled today i.e., August 07, 2026
Sundrop Brands Ltd · 500215
✦ AI Summary▲ PositiveResults
Sundrop Brands Ltd announced its investor presentation for an analyst conference call scheduled on August 7, 2026, to discuss its unaudited financial results for Q1 FY27. The company reported strong growth across key indicators, including a 15% increase in consolidated revenue, 18% increase in B2B revenue, and 32% increase in EBITDA margin. The company also highlighted its presence in high-growth channels and categories, with a renewed focus on its core portfolio and capital-efficient approach to building a route to own category.
Analysis Scores
Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10
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Full Announcement
Sundrop Brands Ltd - 500215 - Announcement under Regulation 30 (LODR)-Investor Presentation
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07th August 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 07th August 2026.
In reference to our earlier letter dated 30th July 2026 to your respective office(s), intimating about hosting
an Investors/Analysts Conference Call on the Unaudited Financial Results (Standalone & Consolidated-
Limited Reviewed) for first quarter of the financial year 2026-27 of the Company, we are enclosing a copy
of the presentation proposed to be shared with the Investors/Analysts at the said Call being held today.
The transcript is also 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.
Thanking you,
Yours faithfully,
For Sundrop Brands Limited
(formerly known as Agro Tech Foods Limited)
Kavita
Company Secretary & Compliance Officer
Membership No.: A-27174
Encl: A/a
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 Agro Tech Foods Limited)
Investor Presentation
07th August 2026
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.
A bold new vision and mission reflecting the company’s ambition
Vision
Bringing joyful food experiences to the
modern consumer
Mission
Creating innovative, delicious, and
convenient food solutions
Sundrop Brands is emerging as a scaled food platform, with a significant profitable growth
opportunity
Presence in high growth
Renewed focus on its Increased salience in
and high margin
core portfolio fast-growing channels
categories
Increased focus on Capital efficient Organic + Inorganic
improving EBITDA and approach to building route to own category
PAT margins scale leading brands
Sundrop Brands platform is a combination of three market leading brands
A powerhouse of owned and perpetually licensed food brands with strong recall and global affiliation
Q1 FY27: Strong Growth across Key Indicators
Supported by strong
Balance Sheet
INR 1496 Cr
Net Worth
+15% +18%
Consolidated Revenue Growth B2B Revenue Growth
Free Cash balance
INR 40 Cr
as on 30th Jun’ 26
Borrowings as on
INR 16 Cr
+120bps
30th Jun’ 26
+32%
A&P spend sequential increase
E-commerce Growth
as % of sales1
+110bps 7.0%
Gross Margin Expansion EBITDA Margin2
1 There has been a reclassification of visibility spends in Q4 FY26 and Q1 FY27
2 EBITDA Margin excluding ESOP and one-time costs linked to cost improvement initiatives.
Business Growth vs. Last Year
Sundrop Del Monte Group
56% 44%
Q1 FY27 Growth 16% Q1 FY27 Growth 14% Q1 FY27 Growth 15%
Q1 FY26 Growth 15% Q1 FY26 Growth 8% Q1 FY26 Growth 12%
FY26 Growth 12% FY26 Growth 9% FY26 Growth 10%
Core categories showing increase in contribution with continued investment
FY23 Core Category Contribution Q1 FY27 Core Categories Contribution
Core Categories Others Core Categories Others
Core categories
Sundrop Brands include Ready to Cook, Ready to Eat, Spreads, Breakfast Cereals
Del Monte Foods: Ketchups, Sauces and Mayonnaise and Italian Range
Q1 FY27 - Growth driven by Core categories with identified opportunities to unlock value
Popcorn Culinary Premium Staples
18% Value
15% Value 16% Value
12% Volume
8% Volume 7% Volume
Spreads
Italian
8% Value
-3% Value
15% Volume -3% Volume
Popcorn Q1 FY27
Ready to Cook Value Growth (%) Ready to Eat Value Growth (%)
Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27
• # 1 Player in both Ready to Eat (RTE) and Ready to Cook (RTC) Formats
• Popcorn business continues to grow at 18% with strong performance
in both RTC and RTE formats.
• Growth in RTC is driven by new trials through Rs 10 and building
volumes of larger pack sizes across channels
• Growth in RTE Popcorn is driven by distribution-led penetration, and
premiumization through new product innovations.
• New launches in RTE category during Q1FY27: Coffee caramel
popcorn, Chocolate Tuxedo Popcorn Tin
1100
Premium Staples Q1 FY27
Premium Staples Value Growth (%) Premium Staples Volume Growth (%)
Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27
• The Edible Oil category sustained its growth momentum in Q1 FY27,
registering value and volume growth of 16% and 7%, respectively.
• Amid a fragile global trade environment, inflationary pressures
continued to drive category value growth, with value outpacing
volume growth.
• Incremental volume growth was primarily supported by the launch
of competitively priced packs, driving improved consumer adoption.
• Expanding the Sundrop Heart portfolio through new product
launches in Oats across Ecommerce and Modern Trade channel.
• Launch of Premium Staple in Q1 F27- Sundrop Heart jodi pack
1111
Spreads Q1 FY27
Spreads value growth (%) Spread volume growth (%)
Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27
• Business continues to face headwinds across both Modern Trade and E-
commerce channels; however, the overall rate of decline is moderating
sequentially from -10% in Q4 FY26 to -3% in Q1 FY 27.
• The launch of new variants; Chocolate, High Protein, and Jaggery has begun
contributing to sales across both platforms.
• Focused investment on E-commerce / Quick commerce channel helped deliver
strong 16% growth in Q1 FY27.
• Going forward, the focus remains on expanding the distribution of new and
premium SKUs across channels to strengthen our presence in high-growth
segments and drive sustainable growth.
Culinary Q1 FY27
Culinary value growth (%) Culinary volume growth (%)
Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27
• Culinary continued its growth momentum in Q1 FY27, growing 15% in value on
the back of high double-digit growth in B2B led by Foodservice, Exports and a
recovery in domestic Key Accounts
• Foodservice growing on
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