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Revenue
₹102.07 Cr
verified against source
Revenue YoY
48%
reported change
EBITDA
₹41.95 Cr
latest reported figure
Source
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record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Krishival Foods delivered a strong FY26 with consolidated revenue of 304.41 Cr (up 48% YoY), EBITDA of 41.95 Cr (up 66% YoY), and PAT of 22.2 Cr (up 64% YoY). The nuts business maintained 15%+ EBITDA margins driven by 70% capacity utilization and operating leverage, while the ice cream division (Melton Melo) achieved profitability at 7% EBITDA margin a year ahead of plan, supported by distribution expansion to 34,200 retail outlets and 15,490 deep freezers. Management guided for ~50% revenue growth and 50%+ PAT growth in FY27, with ice cream EBITDA margins expected to reach 14-15% by FY29 at full capacity. Key risks include input cost volatility for globally sourced commodities and potential margin pressure from aggressive capacity expansion.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects topline growth of approximately 50% in FY27, driven by both nuts and ice cream segments.
- Bottom-line growth is guided at over 50% for FY27, supported by margin expansion.
- At full capacity utilization (target Q1 FY29), ice cream EBITDA margin is expected to be 14-15%.
- Company plans to open 25 franchise-owned company-operated outlets in Mumbai and Pune starting July-August 2026.
Risks flagged
- Near-term volatility in input costs and supply chains for globally sourced commodities could pressure margins.
- Aggressive capacity expansion in nuts (doubling to 20 MT/day) may lead to higher depreciation and temporary margin compression.
- ESOP costs of ~2.88 Cr in Q4 FY26 depressed reported EBITDA margins; future ESOP costs, though lower, remain uncertain.
- Analyst raised concern about ~10-11% promoter stake being sold; management declined to comment, creating uncertainty.
Key quotes
- We are building scale with profitability, not at the cost of it. We are also investing in brand building through internal accruals rather than burning cash.
- Melton Melo is the only major emerging multi-state ice cream brand which is scaling with incremental branding and marketing spend while generating profit this year 7% on the top line.
- Our target is to maintain this 15% EBITDA and the 10% PAT in the nuts segment, and ensure PAT doesn't go below 10%.
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