Competition in popcorn from Marico
Marico's entry into popcorn with strong distribution could pressure Act II's market share if not countered effectively.
SUNDROPBRANDS / Q3-FY26 / risks
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Sundrop Brands · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Spreads business underperformance
Peanut butter and spreads continue to decline due to innovation lag and share loss in modern trade and e-commerce.
Edible oil margin volatility
Commodity inflation in edible oils may pressure gross margins; management is protecting absolute margins rather than percentage.
Promoter pledge impact on stock
Promoter increased stake via off-market purchase from Del Monte Pacific, but pledge of 33% holdings has caused ~30% stock decline.