BSECompany Update31 Aug 2026 · 31 Aug 2026, 06:03 pm

Investor Presentation for the Earnings Conference call with Analysts and Investors

Milky Mist Dairy Food Ltd · 544868

✦ AI Summary▲ PositiveResults

Milky Mist Dairy Food Ltd has released an investor presentation for its earnings conference call with analysts and investors, highlighting its growth prospects, innovation, and strategy.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Milky Mist Dairy Food Ltd - 544868 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

13fa7366-9764-4b90-bdcf-ca1d88ce2a17.pdf

pdf

Download →
View document text
August 31, 2026 BSE Limited National Stock Exchange of India Limited 20th Floor, P.J. Towers Exchange Plaza, C-1, Block G Dalal Street Bandra Kurla Complex, Bandra (E) Mumbai – 400001 Mumbai – 400 051 Scrip Code: 544868 Scrip Symbol: MILKYMIST Dear Sir/Madam, Subject: Press Release and Investor Presentation for the Earnings Conference Call with Analysts and Investors Pursuant to Regulation 30 and other applicable provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby enclose a copy of Investor Presentation being issued by the Company in this regard. The said presentation would also be used for Post Earnings Conference Call with Analysts / Investors scheduled on September 1, 2026. The above disclosure is also being made available on the website of the Company at https://www.milkymist.com We request to kindly take the above intimation on record. Thanking You, For Milky Mist Dairy Food Limited (formerly Known as Milky Mist Dairy Food Private Limited) S Prakash Company Secretary and Compliance Officer Membership No: A22495 Encl: a/a Milky Mist Dairy Food Limited Proudly Fastest Trusted Indian Growing By Millions INDIA’S FASTEST-GROWING PACKAGED FOOD COMPANY Investor Presentation-Q1 FY27 This presentation and the accompanying slides (the “Presentation”), which have been prepared by Milky Mist Dairy Food Ltd (the “Company ”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offeringdocumentcontaining detailed informationabouttheCompany. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of,oranyomission from,this Presentationis expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, theCompany’s marketpreferencesandits exposure tomarketrisks,aswell asotherrisks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Company Overview Quarterly Financial Historical Financials Performance Innovation, Strategy Ahead Technology & ESG COMPANY OVERVIEW 100% Highest Realisation per Innovative Products and Fully Automated End to End Own Premium Product VADP Company litre of milk quality focus Manufacturing capabilities Logistics Pricing Integrated Farm Pan India Presence 1,00,000 SqMeter+ Direct Milk Procurement 4,200+Distributors 3,94,000+ Retail Touchpoints, to Retailer 22 states, 5 UTs Built-up Area 83,000+ Farmers 375+ vehicles 41,000+ visicoolers & freezers Supply Chain h2 Largest Private Largest Private Among the Top Two tF Packaged Panner Packaged Cheese Largest Private Packaged o Brand* Brand** Yogurt Brands # r aF *In the organized market with a market share of approximately 19% in terms of the organised packaged paneer market value in Fiscal 2026 in India (Source: 1Lattice Report) | **In South India in Fiscal 2026, with a market share of approximately 12% in terms of market value in the Southern region’s organised cheese segment (Source: 1Lattice Report) | # With a market share of approximately 13% in terms of market value in the organized yogurt market in India (Source: 1Lattice Report) ESTABLISHMENT DIVERSIFICATION EXPANSION & EVOLUTION As VADP company to Niche Products in VADP to Fresh Food Company 1998 - 2011 2012 - 2022 2023 - 2026 ▪ Category building-Ice Creams, ▪ One of the first private companies to ▪ Conceptualization and building Chocolates, Sweetened Condensed Milk launch packaged paneer in India Mega Plant ▪ Brand acquisitions in RTC and RTE -Asal ▪ Added key value-added dairy products ▪ Product expansion -Whey Powder, acquisition. Briyasfor vegan products like Butter, Ghee, Curd and Khovato the UHT Range of Products, Probiotics, portfolio Dairy Whitener, Frozen Foods ▪ Capacity expansion -Paneer, Curd & Whey Powder ▪ Expanded to Cheese (Mozarella, ▪ High Protein Yogurt-Greek Yogurt Processed, Cheddar) and Yogurts and ‘Skyr’ ▪ Ongoing capacity expansion -Natural Cheese & Greek yogurt ▪ Deployment of Chillers at Retailer ▪ Strengthened Paneer, Cheese and Touchpoints Curd segments ▪ Continuing Brand Building and Market Expansion ▪ Market Expansion across South ▪ Market expansion beyond South and Exports ▪ Raised Pre-IPO fund from Tamasek ▪ Acquisition of land in Maharashtra SATHISHKUMAR T ANITHA S DR. K RATHNAM Chairman and Managing Director Whole-time Director Whole-time Director and Chief Executive Officer Over 26 years of experience in the dairy and Over 23 years of experience in the dairy and Over 33 years of experience across dairy, food and food industry. Associated with the Company food industry. Associated with the Company education. Responsible for the overall operations of since incorporation and oversees its day-to-day since incorporation and involved in its day-to-day the Company. management. management. RADHA MALLIKA SUBRAMANIAM N VENKATAKRISHNAN JANAKIRAMAN Independent Director Independent Director Independent Director A Chartered Accountant and Company Secretary Over 29 years of experience in nutrition and Over 35 years of experience with Indian Overseas Bank, with extensive corporate experience. Currently wellness, including roles at Nestlé India and Kellogg including as CFO and General Manager. A Chartered serves on the boards of several listed companies. India. Associated with various nutrition and wellness Accountant with expertise in banking and finance. organisations. FASTEST GROWING PACKAGED FOOD COMPANY EXPERIENCED MANAGEMENT in India with established brand equity and leadership team delivering financial growth across various product categories DIVERSIFIED AND EXPANDING PRODUCT CATEGORIES FOCUS ON SUSTAINABILITY focused on emerging consumer needs Commitment to ESG practices is reflected in various initiatives ADVANCED MANUFACTURING CAPABILITIES MULTI-CHANNEL SALES enhanced by automation with our own logistics infrastructure and technology-driven processes DIRECT SOURCING AND FOCUSED ENGAGEMENT WITH FARMERS The direct procurement of raw milk from farmers, without intermediaries, ensures higher realization for farmers, transparency in procurement process and build long-term relationships Our Portfolio Across 5 Consumption Occa [Showing first 8,000 characters — download PDF for full document]