Sundrop Brands Management Guidance Tracker

Management targets expanding EBITDA margin to double digits over the next 2-3 years through 3-4% gross margin improvement and 3% SG&A reduction.

Management expects 150-250 bps EBITDA margin improvement each year, with double-digit margins targeted by FY29.

Cost synergies from distribution optimization and back-end integration will deliver ~100 bps margin benefit in FY27 and 150-200 bps in FY28.

Aiming to double revenue in 3-4 years, implying ~15% CAGR, with 2/3 from volume and 1/3 from value in near term.

Expect to cover all 375,000 outlets on mobile app by end of FY26, improving distribution productivity.

Marketing spend as a percentage of revenue will stay at ~6%, with absolute investment growing ahead of revenue.

Marketing investment will grow ahead of topline, reaching ~8% of revenue in 2 years, with core categories seeing double-digit spend.

Common ERP platform for Sundrop and Del Monte expected to be operational by June-August 2027.