Analysts/Institutional Investor Meet/Con. Call Updates

HINDUSTAN FOODS LIMITED A Vanity Case Group Company A Government Recognised Two Star Export House Registered Office: Office No. 3, Level 2, Centrium, Phoenix Market City, 15, Lal Bahadur Shastri Road, Kurla (West), Mumbai, Maharashtra, India, 400 070. Email: business@thevanitycase.com, Website: www.hindustanfoodslimited.com Tel. No.: +91 22 6980 1700/01, CIN: L15139MH1984PLC316003 Date: August 11, 2026 To, To, The General Manager The Manager, Department of Corporate Services N a t i o n a l S tock Exchange of India Limited, BSE Limited Listing Department, Floor 25, P. J. Towers, Dalal Street, Exchange Plaza, C-1, Block G, Mumbai‐ 400 001 Bandra Kurla Complex, Tel: (022) 2272 1233 / 34 Bandra (East), Mumbai 400 070 Company Scrip Code: 519126 Company Symbol: HNDFDS Dear Sir/Madam, Sub: Transcript of Analyst/Investors conference call held on August 5, 2026 Ref: Pursuant to Regulation 30(2) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 With reference to our letter dated July 29, 2026 intimating you about the conference call with Analyst/Investors which was held on August 5, 2026, please find attached the transcript of the aforesaid conference call. The above information will also be available on the website of the Company i.e. www.hindustanfoodslimited.com. We request you to kindly take the above information on record. Thanking you, Yours faithfully, For HINDUSTAN FOODS LIMITED Bankim Purohit Company Secretary and Legal Head ACS 21865 Encl: as above “Hindustan Foods Limited Q1 FY ‘27 Earnings Conference Call” August 05, 2026 This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the website of the Company on 05th August 2026 will prevail MANAGEMENT: MR. SAMEER KOTHARI – MANAGING DIRECTOR – HINDUSTAN FOODS LIMITED MR. MAYANK SAMDANI – GROUP CHIEF FINANCIAL OFFICER – HINDUSTAN FOODS LIMITED MR. GANESH ARGEKAR – EXECUTIVE DIRECTOR – HINDUSTAN FOODS LIMITED MR. VIMAL SOLANKI - HEAD OF CORPORATE COMMUNICATIONS SGA – INVESTOR RELATIONS ADVISOR – HINDUSTAN FOODS LIMITED Moderator: Ladies and gentlemen, good day, and welcome to the Hindustan Foods Limited Q1 FY '27 Earnings Conference Call. As a reminder, all participant lines will be in the listen only mode and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Sameer Kothari, Managing Director from Hindustan Foods Limited. Thank you, and over to you, sir. Sameer Kothari: Thank you. Good morning, and welcome to our Q1 FY '27 Earnings Conference Call. Joining me on today's call are Ganesh Argekar, Executive Director; Mayank Samdani, Group CFO; Vimal Solanki, Head, Corporate Communications; and SGA, our Investor Relations Advisor. I trust all of you have had an opportunity to review our earnings presentation, which has been uploaded on the stock exchanges and our company website. We are quite pleased with the performance of the company in this quarter. In spite of the headwinds in terms of the macro environment, especially around the elevated inflationary pressures and the geopolitical risks, the quarter's performance is a vindication that the long-term opportunity for FMCG contract manufacturing in India remains compelling. Increased outsourcing by consumer brands, rising consumption, premiumization and the growing preference for asset-light manufacturing continues to expand the addressable market for HFL. Coming to the financial performance, we have started FY '27 on a strong note. While our footwear business faced temporary cost pressures during the quarter due to higher raw material prices arising from the Middle East crisis and the implementation of the revised wage rates, the underlying performance across our other businesses remained robust. Leveraging the strength of our diversified manufacturing platform, we delivered our highest ever quarterly PAT with a growth of nearly 1/3, 33% over last year. Reflecting the continued confidence of our customers and the robust demand outlook across our businesses, we have already signed on various projects totaling to around INR340 crores in this financial year. Including these investments and the projects already under implementation, we expect to commercialize manufacturing capacities exceeding INR500 crores during FY '27. Additionally, we continue to engage with our customers for various new projects, which gives us the confidence not only to reaffirm our FY '27 PAT guidance of INR200 crores to INR220 crores, but also makes us optimistic about sustaining this growth in FY '28 and beyond. With that, I would like to hand over the call to Ganesh, who will take you through the operational highlights of the quarter. Ganesh Argekar: Thank you, Sameer. I will now take you through the operational highlights for the first quarter of FY '27. We have started the year on a strong operational footing with healthy execution across our manufacturing networks and encouraging progress across all our business segments. The capacities commissioned over the past few quarters continue to ramp up well, while our team remains focused on improving operational efficiencies, onboarding new customers and strengthening existing customer relationships. Our Home and Personal Care business remains at maximum capacity, supported by consistent demand and efficient manufacturing operations. We are seeing some traction in demand for these products across all categories and across all sites. Based on this, the division delivered a record performance this quarter. The integration of the Aurangabad Personal Care facility has now been successfully completed with production stabilized and the plant operating seamlessly within our manufacturing network. The brownfield expansion at Silvassa is expected to commence production during the second quarter, while the greenfield Lucknow facility continues to progress as planned for commissioning later this year. Our Food and Beverages business continued to witness healthy momentum across multiple categories. The Coimbatore, Nashik and Mysore units continue to operate at record production levels, supported by efficient operations and sustained demand. The Beverage division had an excellent season and validates our belief that beverages will be one of the major avenues of growth for this division. We are also expanding our manufacturing platform with addition of a Greek yogurt facility in Goa, marking our entry into another high-growth category. The ice cream business delivered another strong quarter, supported by robust summer season and record production volumes across our manufacturing facilities. During the quarter, we successfully commissioned our state-of-the-art Panipat facility and continue to expand our ice cream manufacturing capacities. This capacity expansion will enable us to cater to growing customer demand and support the long-term growth of the category. We also continue to improve asset utilization at our Nashik operations by adding new customers across both the ice cream and cone manufacturing facilities. Within health care, we continue to strengthen our capabilities by adding new customers across syrup, tablets and lozenges while progressing our ayurvedic wellness expansion at Baddi. We also initiated the certification process for Class III medical devices at our Chennai facility, which will support our expansion into regulated international markets over time. We are actively pursuing new export opportunities for our personal care product portfolio manufactured at Baddi facility. With scalable production capabilities and a strong focus on quality, we are engaging with international customers and partners to expand our presence in global markets. Our footwear business continued to make steady pr [Showing first 8,000 characters — download PDF for full document]