Sundrop Brands Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sundrop Brands delivered a strong Q1 FY27: consolidated revenue surged 15%, with B2B growing 18% and e-commerce a robust 32%. Gross margins improved by ~110 bps, leading to a stable 7% EBITDA margin. ACT II Popcorn (Ready-to-Eat) volume increased 39%. Edible oil volumes grew 7%, with pricing helping value growth. Peanut Butter innovations are aiding recovery, slowing its decline to 3%. Management is focused on capital-efficient, profitable growth, targeting high-teen revenue expansion and 12% EBITDA margins within three years through synergies and continuous innovation. The outlook is confident on sustained performance.