SUNDROPNSESeptember 30, 2025

Sundrop Brands Limited

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Key numbers — 40 extracted
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13th November 2025 The Manager, BSE Limited, Floor 25, Pheroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001. Ph. No. 022- 22721233 / 22721234 Fax No. 022-22723121 / 22721072
8%
rands with strong recall and global affiliation 5 Q2 FY26: Strong Growth across Key Indicators* +8% Consolidated Revenue Growth +23% B2B Revenue Growth +41% E-commerce Growth +34% Advertising Inve
23%
al affiliation 5 Q2 FY26: Strong Growth across Key Indicators* +8% Consolidated Revenue Growth +23% B2B Revenue Growth +41% E-commerce Growth +34% Advertising Investments Growth Supported by stron
41%
6: Strong Growth across Key Indicators* +8% Consolidated Revenue Growth +23% B2B Revenue Growth +41% E-commerce Growth +34% Advertising Investments Growth Supported by strong Balance Sheet INR 1,
34%
Key Indicators* +8% Consolidated Revenue Growth +23% B2B Revenue Growth +41% E-commerce Growth +34% Advertising Investments Growth Supported by strong Balance Sheet INR 1,449 Cr Net Worth INR 24
INR 1,449
+41% E-commerce Growth +34% Advertising Investments Growth Supported by strong Balance Sheet INR 1,449 Cr Net Worth INR 24 Cr Free Cash balance as on 30th Sep’ 25 NIL Borrowings as on 30th Sep’ 25
INR 24
+34% Advertising Investments Growth Supported by strong Balance Sheet INR 1,449 Cr Net Worth INR 24 Cr Free Cash balance as on 30th Sep’ 25 NIL Borrowings as on 30th Sep’ 25 +250 bps Gross Margi
250 bps
Net Worth INR 24 Cr Free Cash balance as on 30th Sep’ 25 NIL Borrowings as on 30th Sep’ 25 +250 bps Gross Margin Expansion +29% growth Consolidated EBITDA Growth^ * Total of Sundrop Brands and Del
29%
balance as on 30th Sep’ 25 NIL Borrowings as on 30th Sep’ 25 +250 bps Gross Margin Expansion +29% growth Consolidated EBITDA Growth^ * Total of Sundrop Brands and Del Monte numbers on like to like
10%
time costs linked to cost improvement initiatives H1 FY26: Strong Growth across Key Indicators* +10% Consolidated Revenue Growth +12% B2B Revenue Growth +42% E-commerce Growth +44% Advertising Inve
12%
ment initiatives H1 FY26: Strong Growth across Key Indicators* +10% Consolidated Revenue Growth +12% B2B Revenue Growth +42% E-commerce Growth +44% Advertising Investments Growth Supported by stron
42%
: Strong Growth across Key Indicators* +10% Consolidated Revenue Growth +12% B2B Revenue Growth +42% E-commerce Growth +44% Advertising Investments Growth Supported by strong Balance Sheet INR 1,
Guidance — 8 items
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• Partnerships with leading MT chains and marketing investments in q- com platforms helping drive strong volume gains • Emulsions H1 growth on the back of significant uplift in B2B and organized retail (E-com and National Modern Trade) 15 Italian H1 FY26 Italian Net Sales Growth % Italian Volume Growth % -5% 10% H1 FY25 H1 FY26 H1 FY25 H1 FY26 • Pasta growth driven by enhanced marketing investments in MT and E-commerce channel • Olive oil volumes grew by 27% in H1.
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114 bps improvement 54 bps improvement 135 bps improvement 138 bps improvement Material Costs Other Expenses* Material Costs Other Expenses* Q2 FY25 Q2 FY26 H1 FY25 H1 FY26 * Other Expenses exclude one time expenses, primarily for Advisory services towards implementing cost improvement programs in packaging materials, manufacturing and logistics.
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20 95% of Group business now on 5% GST; Benefit of GST reduction passed on to the Consumers and new rates seamlessly implemented in market Reduced MRP in alignment with Government of India’s GST Revisions 21 Multiple new launches across Act II, Sundrop and Del Monte portfolios in Q2 FY26 Act II – 2 New Flavours in Ready to Cook, 1 in Ready to Eat and 1 in Microwave format
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2 High Protein, 2 Jaggery and 1 Chocolate variant 9 SKUs in Tomato Puree Canned Fruits & Vegetables General Trade launch of Mayo and Salad dressings in new packs 22 Consolidated Profit & Loss Statement – Reported • Employee Benefit Expenses exclude INR 6.5 Cr charge to the P&L in Q2 FY26 on account of ESOPs granted to the employees.
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• Normalising for above expenses, the proforma EBITDA of the Group for Q2 FY26 is INR 15.5 Cr, 4% of sales Sundrop Brands acquired 100% equity shares and voting interest of DMFPL on February 6, 2025, being acquisition date.
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• Normalising for above expenses, the proforma EBITDA of the Group for H1 FY26 is INR 31.8 Cr, 4.2% of sales.
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• Normalising for above expenses, the proforma EBITDA of the Group for Q2 FY26 is INR 15.5 Cr, 4% of sales, 29% growth vs.
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• Normalising for above expenses, the proforma EBITDA of the Group for H1 FY26 is INR 31.8 Cr, 4.2% of sales, 30% growth vs.
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Opening remarks
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BSE Scrip code 500215, Co. code 1311 NSE Symbol SUNDROP, Series EQ-Rolling Settlement Dear Sir(s)/Madam, Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015 Further to our earlier letter dated 06th November 2025, regarding hosting an Investors/Analysts Conference Call on the Unaudited Financial Results (Standalone & Consolidated) for Q2 and half year ended September 30, 2025, on Thursday, 13th November 2025, we are enclosing a copy of the presentation proposed to be shared to Investors/Analysts at the said Call. The presentation would also be placed on the website of the Company at 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) Jyoti Chawla Company Secretary and Compliance Officer Encl. a/a. Sundrop Brands Limited (Formerly known as Agro Tech Foods Limited) Registered office: 31,
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2 High Protein, 2 Jaggery and 1 Chocolate variant 9 SKUs in Tomato Puree Canned Fruits & Vegetables General Trade launch of Mayo and Salad dressings in new packs 22 Consolidated Profit & Loss Statement – Reported • Employee Benefit Expenses exclude INR 6.5 Cr charge to the P&L in Q2 FY26 on account of ESOPs granted to the employees. • Other Expenses exclude one time expenses of INR 5.1 Cr, primarily for Advisory services towards implementing cost improvement programs in packaging materials, manufacturing and logistics. • Normalising for above expenses, the proforma EBITDA of the Group for Q2 FY26 is INR 15.5 Cr, 4% of sales Sundrop Brands acquired 100% equity shares and voting interest of DMFPL on February 6, 2025, being acquisition date. DMFPL has contributed revenue of INR 162.3 Cr for the quarter ended September 30, 2025 and INR 163.6 Cr for quarter ended June 30, 2025 to the consolidated revenue of the company. Accordingly, the consolidated financials result for the quarter ended S
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