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Revenue
₹1,019 Cr
verified against source
Revenue YoY
15%
reported change
EBITDA
₹84 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Hindustan Foods reported a strong Q1 FY26 with total income of ₹998 crore (+15% YoY) and PAT of ₹32 crore (+17% YoY), its highest ever quarterly profit. Growth was driven by record production in ice cream and footwear, despite unseasonal rains impacting seasonal categories. The new Nasik ice cream facility (15,000 kl capacity) commenced production in May 2025, and the footwear business posted its highest monthly sales in June. Management remains confident of achieving its ₹1,800 crore gross block target by FY27, with a new north ice cream facility expected operational in Q4 FY26. However, footwear second-half visibility is low due to global tariff uncertainties, which could pose a risk to the 10% of revenue from that segment.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects to reach ₹1,800 crore gross block by FY27, with potential to exceed ₹2,000 crore.
- The new ice cream facility in the north is expected to be operational in Q4 FY26, adding ~200 crore to gross block.
- Management is optimistic of achieving targeted return on equity numbers from FY27 onwards.
Risks flagged
- Management has no visibility on footwear order book for H2 FY26 due to global tariff situation, which could affect 10% of revenue.
- Unseasonal rains impacted ice cream and beverage demand in Q1, and similar weather events could recur.
- Management acknowledged increasing competition in contract manufacturing, though diversified portfolio mitigates risk.
Key quotes
- HFL achieved its highest ever quarterly profit this quarter. A milestone made even more remarkable by the challenges posed by the unseasonal rains that impacted demand in key seasonal categories like ice creams and beverages.
- We are hoping that the various steps taken by the government and the banks will start showing effect in the festive season.
- The shoe business accounts for let's say about 10% of our company turnover... we are quite confident that our remaining domestic business and especially our dedicated manufacturing business will shield us from all of this tariff situation.
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