SARVESHWAR

Sarveshwar Foods financials

Market cap
₹494 Cr
Calls analysed
1
Latest concall · Q1 FY26 · call held 20 Aug 2025

Sarveshwar Foods Q1 FY26

EBITDA ₹17.13 cr +36%EBITDA Margin 5.56% +50%Net Profit ₹7.02 cr +120%PAT Margin 2.3%

What went well

  • Total income grew by 29% year-on-year to ₹301 crores, reflecting strong revenue performance.
  • EBITDA increased by 36% year-on-year to ₹17.13 crores, demonstrating improved operational efficiency.
  • EBITDA margin expanded significantly by 50% year-on-year to 5.56%.

What to watch

  • Audio quality issues during the call led to multiple interruptions and re-connections, impacting flow.
  • Potential tariff pressures on export margins were acknowledged, though management outlined contingency plans.
Read the full call →

Guidance record · Q1 FY26

what the last two calls moved 5 tracked 0 delivered 0 missed 5 open
  • Overall Revenue Growth open said Q1 FY26 Promised: We are hoping that our growth at least our growth is 25% to 30% should come easily, may be 50% should come. Q1 FY26: Target set at 25-30% growth for the future.

All 5 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 4.2%, net profit up 7.7% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue138 145 157 148 158 +14%158 +9%201 +28%154 +4%
EBITDA8 8 4 8 8 −4%6 −34%3 −31%7 −14%
Net profit2 3 1 3 3 +39%3 +5%0 −64%4 +8%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −44.4% 1Y

₹4.00₹6.00₹8.00Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26

1Y: ₹7.21 on 10 Sept 2025 → ₹4.01. High ₹8.13 (16 Sept 2025), low ₹2.51 (30 Mar 2026).

Financials, as filed

Revenue grew 2.1% a year over 3 years, FY23 to FY26. Operating margin held at 3.5%.

Year endingFY23FY24FY25FY26
Revenue₹625 Cr₹378 Cr₹556 Cr₹665 Cr
Operating profit₹25 Cr₹26 Cr₹26 Cr₹23 Cr
Operating margin3.9%7.0%4.7%3.5%
Interest₹23 Cr₹19 Cr₹17 Cr₹12 Cr
Depreciation₹1 Cr₹0 Cr₹0 Cr₹0 Cr
Net profit₹7 Cr₹8 Cr₹9 Cr₹10 Cr
Net margin1.0%2.2%1.6%1.6%
Cash from operations₹-40 Cr₹-16 Cr₹-5 Cr₹-84 Cr
Free cash flow₹-40 Cr₹-17 Cr₹-5 Cr₹-85 Cr
ROCE6.0%9.0%8.0%6.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹25 Cr₹25 Cr₹29 Cr₹98 Cr₹123 Cr₹123 Cr
Reserves₹95 Cr₹98 Cr₹141 Cr₹102 Cr₹340 Cr₹265 Cr
Borrowings₹119 Cr₹129 Cr₹135 Cr₹151 Cr₹265 Cr₹105 Cr
Other liabilities₹20 Cr₹42 Cr₹33 Cr₹158 Cr₹399 Cr₹144 Cr
Total liabilities₹258 Cr₹294 Cr₹337 Cr₹510 Cr₹1.1k Cr₹638 Cr
Fixed assets₹4 Cr₹3 Cr₹3 Cr₹3 Cr₹15 Cr₹3 Cr
Capital work in progress₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹0 Cr
Investments₹30 Cr₹30 Cr₹30 Cr₹30 Cr₹0 Cr₹32 Cr
Other assets₹224 Cr₹260 Cr₹304 Cr₹477 Cr₹1.1k Cr₹604 Cr
Total assets₹258 Cr₹294 Cr₹337 Cr₹510 Cr₹1.1k Cr₹638 Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, promoters trimmed −10.55 pp while the public added +10.35 pp. The shareholder count shrank 1% to 3,24,666.

Promoters
40.9%
FIIs
0.3%
Public
58.9%

Since Jun 2025

  • Promoters −10.55 pp
  • Public +10.35 pp
  • FIIs +0.19 pp

How it drifted, 12 quarters

Over this window the public went from 41.3% to 58.9% — +17.6 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 54.9%, FIIs 3.8%, Public 41.3%.Dec '23: Promoters 54.9%, FIIs 2.6%, Public 42.5%.Mar '24: Promoters 54.9%, FIIs 1.1%, Public 44.0%.Jun '24: Promoters 54.9%, Public 45.1%.Sep '24: Promoters 54.8%, FIIs 0.1%, Public 45.1%.Dec '24: Promoters 52.3%, FIIs 0.3%, Public 47.3%.Mar '25: Promoters 51.4%, FIIs 0.0%, Public 48.5%.Jun '25: Promoters 51.4%, FIIs 0.1%, Public 48.5%.Sep '25: Promoters 41.0%, FIIs 0.2%, DIIs 0.2%, Public 58.6%.Dec '25: Promoters 41.0%, FIIs 0.2%, Public 58.8%.Mar '26: Promoters 40.9%, FIIs 0.5%, Public 58.7%.Jun '26: Promoters 40.9%, FIIs 0.3%, Public 58.9%.

Who was buying across the market this quarter →

Who is on the register

Named in the Jun 2026 filing

Every holder of Sarveshwar Foods Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Rohit Gupta 40.84%unchanged
Animax Ventures Private Limited 1.22%unchanged
Late Suraj Prakash Gupta 0.02%unchanged
Late Ram Rattan Gupta 0.00%unchanged
Pooja Gupta 0.00%unchanged
Radha Rani Gupta 0.00%unchanged
Navnidhi Gupta 0.00%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

What the price assumes

Attractive

To justify its price of ₹4, this stock must grow earnings at 32% every year for 7 years. Our analysis caps realistic growth at ~37%. At that growth it is worth ₹5 — upside of 28%.

Growth the price implies
32.1% a year
for 7 years, fading to 4%
It has actually compounded at
37.2% a year
net profit, FY23–FY26
The gap
-0.1 pp
28% downside if it only repeats history
Price today ₹4.01 Value at the reference growth ₹5.12

Change the assumptions yourself →