Hindustan Foods Limited — Investor Meet, 19-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Hindustan Foods (HFL) delivered strong Q2 FY'26 results, crossing ₹1,000 Cr in quarterly revenue for the first time, an 18% YoY increase. PAT surged 54% to ₹35 Cr. For H1, total income rose 16% to ₹2,041 Cr, with PAT up 33% to ₹67 Cr. Management attributed growth to strategic diversification, M&A, and a shift towards shared manufacturing. HFL plans ₹550 Cr+ capex, funded by internal accruals and prudent debt (Net D/E at 0.67). The shoe business is now PAT positive with record revenue, and ice cream capacity is expanding. The outlook is optimistic, with growth expected from operational excellence and category expansion, boosted by GST rationalization.