Sundrop Brands Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sundrop Brands reported robust Q4 revenue growth of 11% and FY26 growth of 10%, driven by strong B2B (12%) and e-commerce (26%) performance. Q4 EBITDA margin reached 7.2% (excluding one-off expenses), with the full-year at 5.7%, showcasing consistent expansion from efficiency efforts. Management aims for double-digit margins by FY29, leveraging merger synergies (100bps FY27, 150-200bps FY28) and reinvesting 40-60% of margin gains into marketing. Popcorn and culinary segments demonstrate strong volume growth. Italian and peanut butter businesses, affected by commodity deflation and competition, are expected to turn around from Q2 FY27 with strategic pricing and innovation. Outlook remains confident on profitable growth and market share gains.