Sundrop Brands Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sundrop Brands starts Q1 FY26 strong with 12% combined turnover growth to INR 372 Cr. Sundrop business grew 15% to INR 208.5 Cr; Del Monte 8%. Despite commodity inflation, gross margins expanded 110 bps, driven by operational efficiencies. EBITDA grew 9%; normalized EBITDA reached INR 16.3 Cr (4.4% of sales), up 30% YoY after one-off adjustments. Marketing investments surged 58%. Company is debt-free. Focus on core categories (61% of business) drives faster growth. Peanut butter faces challenges but new products and e-commerce (59% growth) aim for turnaround. Del Monte integration pilots are underway. Management is confident in accelerated growth and margin expansion via efficiency and scale. #EquityAnalyst #RetailInvestors #FinancialSummary