Hindustan Foods Limited (519126) Earnings Call Transcripts

Hindustan Foods Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Hindustan Foods Limited reported a total income of INR 1,120 crores, reflecting a 17% year-on-year growth, while EBITDA surged 28% to INR 104 crores. For the fiscal year, total income reached INR 4,264 crores, up 17% YoY, and PAT hit a record INR 149 crores, marking a 29% increase. Management maintained FY '27 PAT guidance at INR 200-220 crores, signaling confidence despite ongoing cost pressures in certain divisions, particularly footwear due to geopolitical factors.

Reported metrics

Guidance from management

Management reiterated FY '27 PAT guidance in the range of INR 200-220 crores, signaling confidence in sustaining profitable growth despite challenges in certain segments.

What management said

So in terms of the sales, we continue to be as bullish. We have an order book, as you are aware, the season -- the way the seasons are for the shoes, we have an order book visibility for the end of the year. We do believe that we will be well above the growth rates that we had targeted last year. So we should be about INR 700 crores to INR 800 crores of turnover as far as shoes is concerned in this FY '27. Profitabil...

So we did -- we will try to give some forward-looking statements for all of our businesses in our PPT, in our presentation. Currently, we continue to see a lot more engagement in personal -- in home care, in beverages and in ice cream.

What analysts pressed on

Analysts expressed concerns regarding the footwear division's profitability amid rising raw material costs and the impact of transitioning to a net revenue model on reported figures. There were also questions about the company's ability to maintain cash flow amid increased working capital requirements due to inventory buildup.

Main topics on the call

• Record Financial Performance — Hindustan Foods achieved its highest ever annual profitability with a PAT of INR 149 crores for FY '26, a 29% increase YoY. Management stated, "FY '26 has been another year of strong financial performance for the company...
• CapEx and Growth Strategy — The company invested over INR 700 crores in FY '26 and has a project pipeline of approximately INR 150 crores for FY '27. Management emphasized the importance of this investment for future growth, stating, "We remain con...
• Footwear Division Challenges — The footwear division faced significant cost pressures due to rising raw material prices, particularly from geopolitical issues. Management noted, "This last quarter... the footwear division is the one which has seen the...
• Operational Efficiency — The company reported strong operational execution with record volume growth in seasonal categories like beverages and ice creams. Management highlighted, "Several facilities recorded peak production levels during the sum...

Read the full Hindustan Foods Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Hindustan Foods Limited earnings call transcripts on record, spanning February 10, 2023 to August 5, 2026. Based on this history, Hindustan Foods Limited reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

519126

Exchange

BSE

Country

IN

Sector

Consumer Staples

Industry

Food Products

Calls on record

13

First call

February 10, 2023

Most recent

August 5, 2026

Reporting cadence

quarterly