Indian packaged-foods maker of Sundrop, Act II and Del Monte snacks, spreads, oats, oils and culinary ranges.
Price & Snapshot
1Y: ₹781.8 on 31 Oct 2025 → ₹627.65. High ₹787.15 (11 Nov 2025), low ₹560.85 (30 Mar 2026).
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 428 | +15.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.0 | +2.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 12.0 | +200.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
| Return on equity | 1.92 | −2.4 pts | Trailing twelve months | TTM to Jun 2026 | Adjusted profit attributable to owners ÷ average owners’ equity. |
| Free cash flow margin | 0.90 | −6.1 pts | Fiscal year | FY ending Mar 2026 | (Operating cash flow − fixed-asset purchases + disposals) ÷ revenue. |
| Revenue growth (YoY) | 47.25 | +54.0 pts | Trailing twelve months | TTM to Jun 2026 | Revenue change against the same period one year earlier. |
Guidance
2 of 6 judged targets kept · 19 open · verdicts reflect calls analysed to Q1 FY27.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Growth Sales Force Automation Coverage | Achieve SFA coverage of 375,000 outlets by end of FY26 | Q3 FY26 | This promise was achieved in the previous quarter. No new updates. | Achieved |
| Growth Overall Company Growth | Achieve 16-18% overall company growth | Q3 FY24 | This promise for a past period remains definitively missed. No new information alters this. | Missed |
| Operations EBITDA Margin | Achieve double-digit EBITDA margin | Q2 FY25 | Management provided a more specific target of 12% EBITDA margin, but delayed the timeline from 'by FY29' to 'by FY30' (within 3 years from the call date). | Delayed |
4 of Sundrop Brands Limited's 25 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 22 more targets are in the full ledger.
Claimed
Qualified
Supply chain
Named counterparties and similar headwinds disclosed on earnings calls.
Sundrop Brands Limited — acquires — Del Monte Foods Business
“Del Monte Foods Business to our portfolio, which happened in February ‘25.”
Del Monte Foods Business: “Del Monte Foods Business to our portfolio, which happened in February ‘25.”
To expand portfolio and leverage existing food platform for profitable growth.
“To expand portfolio and leverage existing food platform for profitable growth.”
Addition to the portfolio happened in February ‘25.
“which happened in February ‘25.”
undisclosed
“undisclosed”
Not established by the available evidence
Sundrop Brands Limited acquires or invests in Del Monte Foods Business.
To expand portfolio and leverage existing food platform for profitable growth.
“Del Monte Foods Business to our portfolio, which happened in February ‘25.”
Sundrop Brands Limited acquires or invests in Del Monte Pacific stake.
Promoter (CAG-Tech) increased shareholding
“Del Monte Pacific was the shareholder, which has exited or, let's say, reduced their shareholding from 15% to 10% and that shareholding has been increased by promoters. So CAG-Tech, which is CAG-Tech have increased their shareholding by taking the shareholding -- part shareholding close to 5% of Del Monte Pacific.”
raw material costs · Q1 FY27
Sundrop Brands Limited reported: Highly inflationary environment for commodities and packaging materials, necessitating pricing actions.
Hindustan Unilever Limited (HINDUNILVR) reported (period ended 2026-06-30): Inflation in crude-linked derivatives and palm oil continues to impact segments like Home Care and Soaps.
Nestle India Limited (NESTLEIND) reported (period ended 2026-06-30): Concerns were raised about increasing costs for energy, packaging, oil, shipping disruptions, and currency volatility, with management implementing BCPs.
Varun Beverages Limited (VBL) reported (period ended 2026-06-30): Inflationary raw material environment affected by West Asia crisis, managed by averaging costs.
Britannia Industries Limited (BRITANNIA) reported (period ended 2026-06-30): Uncertainty regarding El Nino and rainfall could impact flour and wheat prices in the coming season.
| Period | Other calls | Own calls |
|---|---|---|
| Q2 2026 | 0 | 1 |
| Q4 2025 | 0 | 1 |
Live Summary
Overview
Based on the company's own presentations, annual report and earnings calls.
Sundrop Brands Limited (formerly Agro Tech Foods Limited) is an Indian packaged-foods company that makes and markets branded snacks, spreads, breakfast cereals/oats and edible oils under the Sundrop and Act II brands. Following its February 2025 acquisition of Del Monte Foods Private Limited (now a wholly owned subsidiary), it also makes culinary products (ketchups, sauces, mayonnaise) and an Italian range (olive oil, pasta, canned fruits and vegetables) under the Del Monte brand. It earns money by selling these packaged foods through general trade, modern trade, e-commerce/quick-commerce, food service and export channels via a distributed in-house manufacturing and supply-chain network across India. The company holds leadership or dominant market-share positions in categories it pioneered in India, including Ready-to-Cook and Ready-to-Eat popcorn and peanut-butter spreads.
Segments
Moved an average of ±1.9% across the last 4 priced result releases
| Quarter | Release | Revenue (₹ Cr) | Net profit (₹ Cr) | Rev YoY | Before → After | Reaction |
|---|---|---|---|---|---|---|
| Q1 FY27 | 7 Aug 26 | 428 | 12 | +15.1% | ₹664.8 → ₹681.8 | +2.6% |
| Q4 FY26 | 8 May 26 | 387 | 10 | +27.3% | ₹669.95 → ₹670.15 | +0.0% |
| Q3 FY26 | 13 Feb 26 | 407 | 8 | +95.7% | ₹657.1 → ₹671.05 | +2.1% |
| Q2 FY26 | 13 Nov 25 | 383 | -2 | +85.9% | ₹785.2 → ₹763.35 | −2.8% |
The move from the last close before each results date to the first close on or after it — the market's first read on the quarter alongside what was filed.
Guidance
2 of 6 judged targets kept · 19 open · verdicts reflect calls analysed to Q1 FY27.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Growth Sales Force Automation Coverage | Achieve SFA coverage of 375,000 outlets by end of FY26 | Q3 FY26 | This promise was achieved in the previous quarter. No new updates. | Achieved |
| Growth Overall Company Growth | Achieve 16-18% overall company growth | Q3 FY24 | This promise for a past period remains definitively missed. No new information alters this. | Missed |
| Operations EBITDA Margin | Achieve double-digit EBITDA margin | Q2 FY25 | Management provided a more specific target of 12% EBITDA margin, but delayed the timeline from 'by FY29' to 'by FY30' (within 3 years from the call date). | Delayed |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 25 tracked commitments, with each call’s wording and source.
Call summaries
Sundrop Brands Limited Q1 FY27
Sundrop Brands Limited delivered a strong Q1 FY27, marked by 15% consolidated revenue growth and stable 7% EBITDA margins. Performance was driven by robust e-commerce and core category growth, supported by strategic investments and operational efficiencies. The Peanut Butter segment remains a concern, facing headwinds from market shifts and intense competition, prompting a focus on innovation for recovery.
Read the full callSundrop Brands Q4 FY26
Sundrop Brands reported a strong Q4 and FY26, driven by robust revenue growth of 11% and 10% respectively, and significant EBITDA margin expansion to 7.2% in Q4. The company saw strong performance in e-commerce and B2B channels, with core categories like popcorn and premium staples showing healthy volume growth. While some categories like Italian business faced value decline due to commodity price deflation and peanut butter faced competitive pressure, management is focused on integration synergies, innovation, and distribution expansion to drive future growth and achieve double-digit EBITDA m
Read the full callSundrop Brands Q3 FY26
Sundrop Brands delivered a strong Q3 FY26, with consolidated revenue growing 10% and EBITDA surging 80%, driven by significant gross margin expansion of 330 basis points. The company saw robust growth in e-commerce (31%) and continued investment in advertising (22%). While the Del Monte segment's value growth was impacted by olive oil commodity prices, the company remains focused on strategic portfolio investments, innovation, and distribution expansion, aiming for profitable growth and double-digit margins in the coming years.
Read the full callEvery analysed call
Fundamentals
Current values with the period they cover; the trend reads across the 6 fiscal years held (Mar 2021 to Mar 2026).
Financials
Net profit, year on year: +200% (quarter to jun 2026 against jun 2025).
| Line item | Sept 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sept 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| 206 | 208 | 304 | 372 | 383 | 407 | 387 | 428 | |
| 200 | 194 | 304 | 358 | 379 | 387 | 365 | 403 | |
| 6 | 14 | 0 | 14 | 4 | 20 | 21 | 25 | |
| 3.0% | 7.0% | −0.1% | 3.7% | 1.0% | 5.0% | 5.0% | 6.0% | |
| 0 | -3 | -141 | 1 | 1 | 0 | 1 | 1 | |
| 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 | |
| 6 | 6 | 9 | 9 | 8 | 8 | 8 | 8 | |
| 0 | 5 | -151 | 6 | -4 | 12 | 13 | 17 | |
| 76.0% | 25.0% | −25.0% | 24.0% | −46.0% | 34.0% | 26.0% | 29.0% | |
| 0 | 4 | -114 | 4 | -2 | 8 | 10 | 12 | |
| 0.02 | 1.60 | -30.25 | 1.14 | -0.55 | 2.14 | 2.61 | 3.22 |
| Line item | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|
| 849 | 759 | 899 | 1,549 | |
| 804 | 726 | 873 | 1,489 | |
| 45 | 34 | 26 | 59 | |
| 0 | 4 | -144 | 3 | |
| 3 | 2 | 1 | 1 | |
| 22 | 20 | 26 | 33 | |
| 20 | 14 | -146 | 27 | |
| 15 | 11 | -110 | 20 |
| Line item | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sept 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| 24 | 24 | 24 | 38 | 38 | 38 | |
| 438 | 462 | 476 | 1,401 | 1,411 | 1,441 | |
| 50 | 62 | 42 | 14 | 13 | 13 | |
| 104 | 88 | 98 | 264 | 353 | 277 | |
| 616 | 636 | 641 | 1,717 | 1,815 | 1,769 | |
| 301 | 305 | 320 | 1,299 | 1,288 | 1,286 | |
| 11 | 26 | 30 | 2 | 3 | 2 | |
| 0 | 0 | 0 | 0 | 9 | 18 | |
| 304 | 305 | 291 | 417 | 516 | 463 | |
| 616 | 636 | 641 | 1,717 | 1,815 | 1,769 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| 62 | -30 | 22 | 63 | 84 | 31 | |
| -43 | -11 | -43 | -37 | -6 | -41 | |
| -13 | 34 | 22 | -19 | -45 | -5 | |
| 7 | -6 | 1 | 6 | 34 | -16 | |
| 11 | -60 | -19 | 26 | 63 | 13 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| 15 | 32 | 30 | 32 | 40 | 25 | |
| 80 | 105 | 127 | 136 | 148 | 84 | |
| 41 | 45 | 41 | 55 | 135 | 67 | |
| 55 | 92 | 116 | 113 | 52 | 42 | |
| 46 | 55 | 59 | 62 | 46 | 34 | |
| 10.0% | 7.0% | 5.0% | 3.0% | 0.0% | 2.0% | |
| 23.0% | 28.0% | 48.0% | 70.0% | 0.0% | 0.0% |
Ownership
Public hold 50.20% as of Sept 2026; institutions cut 0.09 pts since Jun 2026.
since Jun 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
The same filing shows 0 holders trimming and 2 off the list — both are in the register beside this.
Named in the Sep 2026 filing
Every holder of Sundrop Brands Limited above SEBI's 1% disclosure line, and what changed since Jun 2026.
| Holder | Stake | Change |
|---|---|---|
| 43.90% | unchanged | |
| 18.30% | unchanged | |
| Mutual fund | 4.73% | unchanged |
| 2.96% | unchanged | |
| 2.69% | +0.44 pp | |
| 2.03% | unchanged | |
| 1.58% | unchanged | |
| 1.48% | unchanged | |
| — | off the list | |
| — | off the list |
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.
Filings to Sep 2026
0 new, 1 added, 0 trimmed, 0 sold out — net +0.07 L shares (+3.6%).
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| Parag Parikh ELSS Tax Saver Fund PPFAS Mutual Fund | ₹14 Cr | +0.07 L | Feb '26 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Sep 2026
1 added, 0 trimmed — net +6,506 shares (+3.6%)
Shares held by these funds +1195%
Feb '26 1.90 L shares Sep '26
Your own record
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Keep reading
Quick Answers
Compiled directly from SUNDROP's filed financial statements, earnings call transcripts, and ownership disclosures.
For the quarter ended Jun 2026, Sundrop Brands Limited reported revenue of ₹428 Cr, net profit of ₹12 Cr, an operating margin of 6.0%. Diluted earnings per share stood at ₹3.22.
Sundrop Brands Limited (SUNDROP) trades at ₹627.65, with a market capitalization of ₹2.4k Cr.
As of Sept 2026, Promoters hold 43.9%, FIIs hold 0.1%, DIIs hold 5.8%, Public shareholders hold 50.2%.
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