Foods & Inns Limited — PPTs, 02-06-2026: Investor Presentation

Foods & Inns reported mixed performance, with Q4 revenue at Rs 289 Cr and PAT at Rs 19 Cr, both down YoY by 27% and 17% respectively. This was impacted by conflict in West Asia affecting Middle East exports and lower realizations from older inventory. Full-year FY26 revenue was Rs 868 Cr (down 12%), and PAT Rs 28 Cr (down 33%). Despite this, Q4 gross and EBITDA margins showed improvement. Frozen food volumes grew strongly by ~28% YoY in FY26, driven by US demand.

Strategic focus areas include leveraging mango pulp demand and expanding into other pulpy products for better asset utilization. The company is boosting spray-drying capacity by 120 MTPA with a Rs 2.5 Cr investment and strengthening its international presence in Tetra Recart, securing Rs 8 Cr in confirmed orders. A significant sustainability initiative is the Pectin Project, converting fruit waste into valuable products, enhancing circular economy efforts.

Recent developments include booking a Rs 33.86 Cr PLI incentive in Q4 and investing in AI for production efficiency. Management anticipates pent-up demand to emerge in the Middle East as conditions stabilize, signaling future growth.