BSECompany Update2d ago · 18 Aug 2026, 10:08 am

In compliance with regulation 30 read with Schedule III to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, enclosing herewith the transcript of the conference ....

Foods & Inns Ltd · 507552

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Foods & Inns Ltd's Q1 FY27 earnings conference call transcript has been disclosed, discussing the company's unaudited financial results for the quarter ended June 30, 2026. The management highlighted a good trend in mango production and quality, but export dispatch has been slowed down due to vessel non-availability and increased ocean freight. The company's top customer, Coca-Cola, has completed 50 years of their brand Maaza and acknowledged Foods & Inns' association and support.

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Earnings Impact5/10
Growth Catalyst2/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment5/10

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Foods & Inns Ltd - 507552 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

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Foods & Inns Date: 18™ August , 2026 To, To, BSE Limited National Stock Exchange of India Limited The General Manager, Department of Corporate Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Services, P.J. Towers, Dalal Street, Mumbai — Bandra Kurla Complex, Bandra (East),Mumbai— 400 001 400051 Scrip Code: 507552 Symbol: FOODSIN Dear Sir/ Madam, Sub.: Transcript of the earnings discussion/conference call dated 13" August, 2026 to discuss the unaudited financial results for the quarter ended June 30, 2026 In compliance with regulation 30 read with Schedule |1l to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, enclosing herewith the transcript of the conference call held on 13t August, 2026 to discuss the Unaudited financial results of the Company for the quarter ended 30" June, 2026. You are requested to take note of the same Yours faithfully, For FOODS AND INNS LIMITED Milan Digitally signed by Dalal 09:58:26 +05'30' MILAN DALAL MANAGING DIRECTOR DIN: 00062453 Foods & Inns Ltd. Corporate Address: 3rd Floor, Dulwich Mansion, 224 Tardeo Road, Mumbai 400007 +91-22-23533104 | writetous@foodsandinns.com | www.foodsandinns.com | CIN No: L55200MH1967PLC013837 Registered Address: Udyog Bhavan, 2nd Floor, 20 Walchand Hirachand Marg, Ballard Estate, Mumbai 400038 Foods & Tnns “Foods and Inns Limited Q1 FY27 Earnings Conference Call” August 13, 2026 . cnon - ArihantCapital Foods & Inns MANAGEMENT: MR. MILAN DALAL — MANAGING DIRECTOR — FOODS AND INNS LIMITED MR. MOLOY SAHA — CHIEF EXECUTIVE OFFICER — FooDS AND INNS LIMITED MODERATOR: MS. DEEPALI KUMARI — ARTHANT CAPITAL MARKET LIMITED Page 1 0of 11 Foods and Inns Limited Foods & Inns August 13, 2026 Ladies and gentlemen, good day, and welcome to Foods and Inns Limited Q1 FY27 Conference Moderator: Call hosted by Arihant Capital Markets Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. T now hand the conference over to Ms. Deepali Kumari from Arihant Capital Markets Limited. Thank you, and over to you, ma'am. Deepali Kumari: Thank you. Hello, and good afternoon to everyone. On behalf of Arihant Capital Markets Limited, I thank you all for joining the Q1 FY27 Eamings Conference Call of Foods and Inns Limited. Today from the management, we have Mr. Milan Dalal, Managing Director; and Mr. Moloy Saha, Chief Executive Officer. So without any further delay, I would like to hand over the call to the management for their opening remarks. Over to you, sir. Moloy Saha: Hello. Good afternoon. This side Moloy Saha. Greetings to my fellow sharcholders, analysts, well-wishers and prospective shareholders. While Tll be happy to elaborate further on the performance of quarter 1 for the current financial year. With me, Mr. Milan Dalal, our MD has also joined for this call. What I would like to mention a few significant events since last call. This quarter, we have a mango production, and we saw a good encouraging trend. Quality of fruit was good as well as reasonable price. While our order book position is encouraging, the export dispatch has been slowed down due to vessel non-availability and significant increase in ocean freight. Though there is no order cancellation, but there is a delayed call-offs continuing. Very happy moment, our top customer, Coca-Cola has completed 50 years of their brand called Maaza. In the recent event in Delhi, they have acknowledged our company's association and support as also our farmers' engagement for sustainable sourcing. Our efforts on sustainability since 2014 has now showed significant recognition for a large French customer who has associated with us 2 years ago, and this program now extended to another U.K. based large brand is a quite happy moment for us. We'll now open the call for questions for my team and me as required to answer. Thank you very nuch. Thank you. We will now begin the question-and-answer session. The Moderator: first question is from the line of Nalin Shah from NVS Brokerage. To the Managing Director and the entire team of Foods and Inns. As you rightly pointed out that Nalin Shah: exports are impacted as we are hearing from other clients also because of the non-availability or very, very extraordinary shipping freights, which makes it totally unviable for the people who import in terms of costing. Page 2 of 11 Foods and Inns Limited Foods & Inns August 13, 2026 Now in view oft he perishable nature of our products, do you think that delays to the time when it gets delayed because of the extrancous factors there could be a big risk of the perishable products getting impacted. And because of that, some loss could arise because oft hat. Is that a probability? And if yes, you can just guide us on that? That is one. Secondly, in view of the very - I would say that very, very uncertain this thing, the atmosphere in terms of logistics management, how do you guide for the current year because it is very difficult to predict that what could be the - I mean, our - the actual performance. So if you could guide us how do you feel that this balance part of the 9 months is going to pan out for our company? Moloy Saha: Thank you, Mr. Nalin, for your question. As you rightly said that export commodities from India, we are all having the ongoing challenges. Now your question on the perishable nature of items. The finished products, what is packed in the drums or can, it's not a perishable in nature. It's a processed foods with having a shelf life of 2 years. So on that point, we didn't have any tisk of any loss. Yes, there is likely to be a delay in the shipment but all our customers are committed and they have not canceled any orders, but we are expecting some delay. Now second point is your guidance for the financial next 9 months. Yes, you are absolutely correct. There are a lot of uncertainties across the world. And we also having a 35% to 40% on the export segment, we're also having the similar type of challenge. Good part is that we have a domestic and export. Our domestic market is almost 55%. And current year, as in our opening note, we told that Maaza celebrated 50 years - celebrating 50 years oft heir brand. So we are happy to say that we got a good order from Maaza, which is higher than last year. And the indication what has been received so far from the Indian beverage industry that they are expecting that due to the El Nino effect, the climate condition may be favorable for juice consumption or drinks consumption in India. So we are expecting that though there may be some challenges in the export segment, but domestic segment may compensate that for us. As of today, weare not very much worried. There may be one quarter less - lower call-offs next quarter that can be made up. But overall scenario as oft oday is not any alarm situation. It's a bullish. Just to add what my colleague, Moloy said - this is Milan Dalal here. About the logistics situation Milan Dalal: and call-offs and you wanted some guidance. Generally, what can be seen and we've gone through these crisis a number of times, the latest being COVID, that there would - generally, we have scen that there would be a pent-up demand. So in fact, we should see growth - but yes, only if we can reach our goods to their shelves is very important. So a little bit of uncertain, but we shouldn't be worried at all for this balance 9 months financial year to catch up on the pending export dispatches. Milan, my second question is that this frozen food market, which you have entered has a huge Nalin Shah: opportunity. So in terms of, again, India, we find that distribution network, preservation of Page 3 of 11 Foods and Inns Limited Foods & Inns August 13, 2026 products and, I mean, the entire, I would say, distribution network preparation an [Showing first 8,000 characters — download PDF for full document]