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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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 [Showing first 8,000 characters — download PDF for full document]