Sundrop Brands Limited — PPTs, 07-08-2026: Investor Presentation

Sundrop Brands delivered robust Q1 FY27 results.

**Business Performance:** Consolidated revenue jumped 15% YoY, fueled by 18% growth in B2B and a strong 32% surge in E-commerce. Key categories like Popcorn grew 18%, Premium Staples 16%, Culinary 15%, and Italian 8%. Spreads saw decline moderating to -3%. Gross margins improved by 110 basis points, with EBITDA margin at 7.0% (INR 30 Cr).

**Growth Drivers or Strategy:** The company is strategically focused on its core portfolio, now contributing 60% of sales. Major drivers include elevated marketing investments, expanded E-commerce presence, and improved sales force productivity via automation. Margin improvement initiatives are actively yielding results.

**Recent Developments:** New product launches included Coffee Caramel and Chocolate Tuxedo Popcorn, Sundrop Heart jodi packs, and innovative Spreads variants. They also expanded into Breakfast Cereals and Plain Oats. These 100 new launches in 24 months are already contributing around INR 60 Cr in sales.

**Key Financial Metrics:** Revenue growth +15%, EBITDA margin 7.0% (INR 30 Cr), healthy Free Cash of INR 40 Cr, and Net Worth of INR 1496 Cr.

**Management Commentary / Outlook:** Sundrop Brands aims to be a scaled food platform, driving profitable growth by focusing on high-growth categories and modern consumer choices. They plan continued investment in brand equity and capital-efficient expansion to create value.