Heritage Foods Ltd
NSE:HERITGFOOD
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Heritage Foods Ltd
Heritage Foods Ltd. engages in dairy, retail, agri, bakery and renewable energy businesses. The company is headquartered in Hyderabad, Telangana and currently employs 3,009 full-time employees. The firm operates through three segments, such as Dairy vertical, Renewable energy vertical and Feed vertical. The Dairy vertical segment is engaged in manufacturing and marketing a complete range of dairy products including fresh milk, curd, buttermilk, lassi, ice cream, paneer, table butter, milk powder, flavored milk, ultra-heat treatment (UHT) milk, Indian sweets and dairy whitener. The Renewable energy vertical segment produces power for captive consumption through its solar and wind power plants. The Feed vertical segment manufactures a variety of cattle and fish feeds. The Company’s product portfolio of ice-creams includes tubs, bars, kulfi, cones, cups, juicy bars and family packs. Its fat products include cow Ghee, buffalo ghee, hi aroma ghee, cooking butter, table butter and fresh cream. The firm has approximately 32 distribution centers in 11 states across India.
Heritage Foods Ltd. engages in dairy, retail, agri, bakery and renewable energy businesses. The company is headquartered in Hyderabad, Telangana and currently employs 3,009 full-time employees. The firm operates through three segments, such as Dairy vertical, Renewable energy vertical and Feed vertical. The Dairy vertical segment is engaged in manufacturing and marketing a complete range of dairy products including fresh milk, curd, buttermilk, lassi, ice cream, paneer, table butter, milk powder, flavored milk, ultra-heat treatment (UHT) milk, Indian sweets and dairy whitener. The Renewable energy vertical segment produces power for captive consumption through its solar and wind power plants. The Feed vertical segment manufactures a variety of cattle and fish feeds. The Company’s product portfolio of ice-creams includes tubs, bars, kulfi, cones, cups, juicy bars and family packs. Its fat products include cow Ghee, buffalo ghee, hi aroma ghee, cooking butter, table butter and fresh cream. The firm has approximately 32 distribution centers in 11 states across India.
Revenue Growth: Heritage Foods reported consolidated revenue of INR 11,125 million, up 9% year-on-year, marking its second consecutive quarter above INR 11 billion.
Value-Added Products: Value-added product sales grew 18% year-on-year to INR 4,132 million, now comprising nearly 38% of total sales. Curd, paneer, drinkables, and ice cream showed double-digit growth.
Profitability: PAT increased 5% year-on-year to INR 510 million, while EBITDA margin fell by 122 basis points to 6.9% due to higher milk procurement costs. However, margins improved sequentially.
Cost Inflation: Milk procurement costs rose 6.3% year-on-year versus a 4.5% increase in realizations, leading to margin pressure. Pricing actions partially offset input cost increases.
Operational Resilience: Despite a tough quarter with erratic monsoons and a lean milk season, Heritage maintained stable operations and implemented agile procurement and cost controls.
Guidance & Outlook: Management expects margins to normalize as milk supply improves and costs ease in the coming quarters. Value-added products and operational efficiencies are expected to drive further margin gains.
CapEx & Ice Cream Expansion: A new automated ice cream facility is set to be commissioned by year-end to meet rising demand and expand the product range.
Subsidiary Performance: Heritage Nutrivet Limited delivered strong growth with a 34% increase in revenue and 80% rise in PBT year-on-year.
Operating Costs: Employee and other expenses continued to rise as the company invests in capacity, distribution, and marketing to support future growth.
