Hindustan Foods Limited — PPTs, 12-11-2025: Investor Presentation

Hindustan Foods hit a major milestone, reporting its first-ever quarter with over Rs 1,000 Cr revenue.

1. **Business Performance:** Q2FY26 revenue surged 18% YoY to Rs 1,043 Cr, contributing to H1FY26 revenue of Rs 2,041 Cr (up 16% YoY). Profit After Tax (PAT) showed even stronger growth, increasing 54% YoY to Rs 35 Cr in Q2FY26 and 33% YoY to Rs 67 Cr for H1FY26. The Shoes division delivered its highest quarterly sales of Rs 133 Cr.

2. **Growth Drivers or Strategy:** The company is aggressively expanding, with ~Rs 200 Cr capex commercialized in H1FY26 and another Rs 550+ Cr planned by March 2026. Strategic investments include Rs 225 Cr for Ice Cream in Panipat, Rs 50 Cr for HPC in Hyderabad, and Rs 40 Cr for a new flavored yogurt facility. They also acquired a waffle cone unit for Rs 30 Cr for backward integration.

3. **Recent Developments:** Production commenced at the Nashik HPC facility and an ice cream stick manufacturing unit. The Baddi site secured approvals from leading brands for skin care and medicated lozenges. Sustainability efforts include transitioning to green power and bio-briquette boilers.

4. **Key Financial Metrics:** EPS for Q2FY26 rose to 2.95 from 2.00 YoY. Net Debt to Equity stands at a healthy 0.67, with Rs 162 Cr in cash and equivalents.

5. **Management Commentary / Outlook:** Management expressed confidence in sustained growth, driven by diversified operations and strong customer partnerships. They highlighted a robust balance sheet and healthy cash flows to fund ongoing expansion, aiming to unlock the full potential of each business vertical.