Sundrop Brands Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sundrop Brands delivered ~8% Q2 and ~10% H1 revenue growth, with adjusted EBITDA up significantly (29% Q2, 30% H1) due to ~250bps Q2 gross margin improvement. Core categories like Popcorn, Culinary, and Edible Oil drove growth, though Peanut Butter is declining and being revamped with new variants. Management expects high-single-digit Q3 volume growth, targeting ~INR3,000 Cr revenue and strong double-digit EBITDA in 4-5 years. Key strategies involve innovation, aggressive e-commerce & B2B expansion, and tech-driven distribution (79% sales force now on platform), indicating a confident long-term growth and efficiency path.