Sundrop Brands Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sundrop Brands delivered robust Q3 FY26 results, with consolidated revenue up 10% and EBITDA surging 80%. Gross margins improved by 330 basis points, driven by the foods business. Popcorn (ACT II) saw 12% volume growth, maintaining leadership. Management is strategically investing in high-growth packaged foods, launching 70+ new products, and leveraging e-commerce (31% Q3 growth). Sales Force Automation is enhancing distribution efficiency. The outlook is confident, targeting 3-4% margin expansion and aiming for ~15% CAGR over three years, prioritizing volume-led growth in core categories like popcorn and Italian products.