Sundrop Brands Limited
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0executives
Key numbers — 40 extracted
rs,
rs1
11%
12%
26%
INR 1479
INR 56.7
390bps
7.2%
10%
35%
18%
Guidance — 19 items
Codes
opening
“• New launches in Premium Staples category during Q4FY26: Veggi Masala Oats with Millets 500g, High Protein Chocolate Oats 500g 13 13 Spreads FY26 Spreads Value Growth (%) Spreads Volume Growth (%) FY25 FY26 FY25 FY26 • Business continues to be under pressure in both Modern Trade and E-commerce channels • Launch of Jaggery and Chocolate in Q3; has started gaining traction in listed stores of Modern Trade.”
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“• Focused investment on E-commerce / quick commerce channel helped deliver strong 28% growth in FY26.”
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“• Going forward, business focus continues on distribution expansion of 7 new SKUs across Ecommerce platforms, to help us compete in the high growth segments.”
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“14 Culinary FY26 Culinary Value Growth (%) Culinary Volume Growth (%) FY25 FY26 FY25 FY26 • Culinary, Del Monte’s biggest category had a good FY26, delivering 11% value growth on the back of high teens growth across Foodservice, Exports and organized retail (including E-commerce).”
Codes
opening
“15 Italian FY26 Italian Value Growth (%) Italian Volume Growth (%) FY25 FY26 FY25 FY26 • Our Italian portfolio performance was pulled down by Olive Oil, which saw a significant price correction in FY26, stimulating a volume growth of 32% for the full year but still leading to a 10% value decline for Olive Oil.”
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“• Pasta volume grew by 11% in FY26 on the back of Food Service and E-Commerce.”
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“16 E-commerce: Enhanced investments continue to drive accelerated growth E-Commerce Value Growth (%) Page Banner Inline Display Banner Sponsored Positions FY25 FY26 • E-Commerce (Hybrid and Quick-commerce) grew by 35%, driven by focused performance marketing investments.”
Codes
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“Overall Brand spends also significantly enhanced behind core categories to drive consumer affinity and sales Brand and A&P Spends (Q4) Brand and A&P Spends (FY) Brand marketing Total A&P Spends Brand marketing Total A&P Spends Q4 FY25 Q4 FY26 FY25 FY26 • We had upped marketing investment from Q4 FY25 and have continued to spend aggressively in Q4 FY26.”
Codes
opening
“On like-to-like basis, A&P spends have remained flat in Q4 (Note: there is reclassification of visibility spends of INR 6 Cr given which Q4 FY26 marketing appear lower vs.”
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opening
“Sales Force Automation being implemented in Sundrop Brands to drive Productivity Outlet Enrolment Trend (% of direct coverage) 100% 58% 30% 11% Q1 Q2 Q3 Q4 • Project initiated in Q1FY26 and 100% of coverage through dedicated field force (375k) brought on mobile app (tech interface) by end of Q4FY26.”
Risks & concerns — 7 flagged
• New launches in Premium Staples category during Q4FY26: Veggi Masala Oats with Millets 500g, High Protein Chocolate Oats 500g 13 13 Spreads FY26 Spreads Value Growth (%) Spreads Volume Growth (%) FY25 FY26 FY25 FY26 • Business continues to be under pressure in both Modern Trade and E-commerce channels • Launch of Jaggery and Chocolate in Q3; has started gaining traction in listed stores of Modern Trade.
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15 Italian FY26 Italian Value Growth (%) Italian Volume Growth (%) FY25 FY26 FY25 FY26 • Our Italian portfolio performance was pulled down by Olive Oil, which saw a significant price correction in FY26, stimulating a volume growth of 32% for the full year but still leading to a 10% value decline for Olive Oil.
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Material Costs Other costs* Material Costs Other costs* Q4 FY25 Q4 FY26 FY25 FY26 * Other Expenses exclude one time expenses, primarily for Advisory services towards implementing cost improvement programs in packaging materials, manufacturing and logistics and impact of Wage Code Bill.
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• Other Expenses exclude one-time expenses of ~INR 1.6 Cr in Q4 FY26 primarily towards the impact of the Wage Code Bill.
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• Other Expenses exclude one-time expenses of INR 10.7 Cr, primarily for advisory services towards implementing cost improvement programs in packaging materials, manufacturing & logistics and impact of Wage Code Bill.
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• Other Expenses exclude one-time expenses of INR 1.6 Cr, primarily towards the impact of the Wage Code Bill.
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• Other Expenses exclude one-time expenses of INR 10.7 Cr, primarily for Advisory services towards implementing cost improvement programs in packaging materials, manufacturing and logistics and impact of Wage Code Bill.
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Speaking time
1
Opening remarks
Codes
BSE Scrip code 500215, Co. code 1311 NSE Symbol SUNDROP, Series EQ-Rolling Settlement Dear Sir(s)/Madam, Sub: Disclosure under Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, read with amendments therein as notified from time to time (“the Listing Regulations”) – Presentation for Investors/Analysts Conference Call scheduled on 08th May 2026 Further to our earlier letter dated 01st May 2026 to your office(s), intimating about hosting an Investors/Analysts Conference Call on the Audited Financial Results (Standalone & Consolidated) for fourth quarter and financial year ended 31st March 2026 of the Company, we are enclosing a copy of the presentation proposed to be shared with the Investors/Analysts at the said Call being held today. The presentation would also be placed on https://www.sundropbrands.com/analyst-calls.aspx. the website of the Company at You are requested to take this on