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
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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.
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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10
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Milky Mist Dairy Food Ltd - 544868 - Announcement under Regulation 30 (LODR)-Investor Presentation
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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
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