Sundrop Brands Limited — PPTs, 08-05-2026: Investor Presentation

Here's a concise summary for retail investors:

1. **Business Performance:** Sundrop Brands posted strong consolidated revenue growth in Q4 FY26 (+11%) and FY26 (+10%). Gross margins expanded significantly (+390bps in Q4, +270bps in FY26), with core categories now contributing 62% to the business. Popcorn, Culinary, and Premium Staples were key value drivers.

2. **Growth Drivers & Strategy:** The company is strategically focused on its core portfolio, driving growth through high-potential channels like E-commerce (+35% FY26) and B2B (+11%). Sales Force Automation is being implemented to boost field force productivity, complemented by ongoing margin improvement programs.

3. **Recent Developments:** FY26 saw 70+ new product launches across Act II, Sundrop, and Del Monte brands, contributing ~INR 60 Cr to overall sales. These included new RTE popcorn variants and healthy oats options in Premium Staples.

4. **Key Financial Metrics:** FY26 consolidated revenue increased 10%, with EBITDA surging 96% to INR 89.1 Cr (5.7% margin). Q4 revenue grew 11%, yielding an EBITDA of INR 27.7 Cr (7.2% margin). The company maintains a strong balance sheet with INR 56.7 Cr free cash and INR 1479 Cr net worth.

5. **Management Commentary / Outlook:** Management aims to bring joyful food experiences through innovative, convenient solutions. They anticipate continued accelerated growth, enhanced profitability, and value creation by leveraging their strong brands and expanding channel reach.