Sundrop Brands Limited Shs Dematerialised · NSE:SUNDROP
Sundrop Brands Limited Shs Dematerialised — Sundrop Brands — Q2 FY27 Earnings Presentation
29 slides from Sundrop Brands Limited Shs Dematerialised's earnings presentation, Nov 6, 2026
Slide 1: Investor Presentation Q2 FY27 & H1 FY27
Sundrop Brands Limited (Formerly known as Agro Tech Foods Limited) Investor Presentation Q2 FY27 & H1 FY27 06 November 2026
Slide 2: Safe harbor
DISCLAIMER Safe harbor Certain statements in this release concerning our future growth prospects are forward-looking statements, which are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those contemplated in such forward-looking
Slide 3: A clear vision and mission guiding our next phase of growth
A clear vision and mission guiding our next phase of growth Vision Bringing joyful food experiences to today’s consumer Mission Creating innovative, delicious, and convenient food solutions for everyday life Sundrop Brands | Q2 FY27 & H1 FY27 Investor Presentation 3
Slide 4: Index
Index Company Quarterly Portfolio Overview performance performance Company overview and Growth, margins and Brand momentum and category tailwinds financial quality priorities Channels & Investment & What sets us capabilities innovation apart Route-to-market and Capital allocation, How the value sale
Slide 5: Company Overview
01 Company Overview Three enduring brands, multiple occasions, one scalable foods platform
Slide 6: A scaled, multi-brand foods company
01 · COMPANY OVERVIEW A scaled, multi-brand foods company Everyday cooking, convenient meals and snacking occasions, positioned to scale through sharper execution Diversified, multi- FMCG (Packaged 10 channel presence 09 Foods) General Trade | E-Com| Modern Industry *Categories Trade | Canteen Store
Slide 7: Three brands, one platform, complementary occasions
01 · COMPANY OVERVIEW Three brands, one platform, complementary occasions A broader occasion map supports cross-channel growth and operating leverage MOR NING IN-H OME SNACK ON-TH E -G O Oats / cereals RTC popcorn RTE popcorn Breakfast and wellness Affordable, high-frequency occasion Impulse and pre
Slide 8: Category tailwinds create a multi-engine growth opportunity
01 · COMPANY OVERVIEW Category tailwinds create a multi-engine growth opportunity Structural growth drivers POPCORN SPREADS SAUCES & CONDIMENTS Formalization Affluence Convenience 1 Shift toward packaged and branded products 2 US$425.5 Mn 3 Rising incomes and an expanding middle class RTE / RTC form
Slide 9: Quarterly performance
02 Quarterly performance Headline growth, margin delivery and financial quality
Slide 10: Broad-based growth with stronger economics
02 · Q2FY27 PERFORMANCE Broad-based growth with stronger economics +21% YoY +18% +43% YoY 6.4% Q2 FY27 Revenue Q2 FY27 Q2 FY27 E-commerce Q2 FY27 Normalized growth B2C growth growth EBITDA margin +18% YoY +16% +38% YoY 6.6% H1 FY27 Revenue H1 FY27 H1 FY27 E-commerce H1 FY27 Normalized growth B2C gro
Slide 11: Consolidated Profit & Loss Statement – Reported Q2 FY27 & H1 FY27
02 · Q2FY27 PERFORMANCE Consolidated Profit & Loss Statement – Reported Q2 FY27 & H1FY271 In Cr. Particulars Q2 FY27 Q2 FY26 YoY Q1 FY27 H1 FY27 H1 FY26 YoY Management commentary Revenue from 463.1 383.3 21% 428.1 891.2 755.4 18% Strong operating momentum continued, operations supported by healthy g
Slide 12: Growth has accelerated across both businesses
Growth has accelerated across both businesses Revenue growth, YoY Sundrop Del Monte Group 21% 19% 17% 26% 21% Group growth in Q2 FY27 18% 20% In both the businesses, 7% 10% 8% core categories contributed to the acceleration Q2 FY26 H1FY27 Q2 FY27 Q2 FY26 H1FY27 Q2 FY27 Q2 FY26 H1FY27 Q2 FY27 Sundrop
Slide 13: Portfolio performance
03 Portfolio performance Category momentum, interventions and priorities
Slide 14: ACT II: A category-leading franchise growing across RTC and RTE
03 · PORTFOLIO PERFORMANCE · ACT II ACT II: A category-leading franchise growing across RTC and RTE Ready to Eat Overall Growth Ready to Cook Volume Value 38% 39% Growth Growth 12% 10% Q2 Value growth H1 Value growth Q2 Value growth H1 Value growth Q2 Q2 YoY YoY YoY YoY 10% 21% 23% 25% 5% 6% H1 H1 Q
Slide 15: Sundrop: Driving Staples growth while navigating commodity inflation
03 · PORTFOLIO PERFORMANCE · SUNDROP & PREMIUM STAPLES Sundrop: Driving Staples growth while navigating commodity inflation 19% 5% 17% 6% Q2 Value growth Q2 Volume growth H1 Value growth H1 Volume growth YoY YoY YoY YoY What is working Next priorities 01 02 03 Value packs Broad-based Channel Oats •
Slide 16: Spreads: Innovation and high-growth channels power the next phase
03 · PORTFOLIO PERFORMANCE · SPREADS Spreads: Innovation and high-growth channels power the next phase -1% -8% -2% -6% Q2 Value growth Q2 Volume growth H1 Value growth H1 Volume growth YoY YoY YoY YoY What is working Next priorities 01 02 03 Portfolio Distribution expansion Digital-led • Continue to
Slide 17: Italian: E-commerce momentum supports the Italian recovery
03 · PORTFOLIO PERFORMANCE · DEL MONTE ITALIAN Italian: E-commerce momentum supports the Italian recovery 21% 30% 15% 22% Q2 Value growth Q2 Volume growth H1 Value growth H1 Volume growth YoY YoY YoY YoY What is working Next priorities 01 02 03 E-Commerce Food Service Olive Oil Momentum • Continue g
Slide 18: Culinary: B2B momentum and key accounts gains drive growth
03 · PORTFOLIO PERFORMANCE · DEL MONTE CULINARY Culinary: B2B momentum and key accounts gains drive growth 21% 13% 18% 11% Q2 Value growth Q2 Volume growth H1 Value growth H1 Volume growth YoY YoY YoY YoY What is working Next priorities 01 02 03 Strong Portfolio Exports Key accounts • Strengthen cor
Slide 19: Winning Across Channels
04 Winning Across Channels Expanding reach. Strengthening execution.
Slide 20: A diversified, omnichannel route-to-market
04 · CHANNELS & CAPABILITIES A diversified, omnichannel route-to-market General trade Modern trade Digital commerce B2B & foodservice Deepening physical reach Scaling organised retail Accelerating digital reach Expanding institutional presence opportunities • Expanding physical • Ride sharper on a f
Slide 21: E-commerce: Scaling into a Core Growth Engine
04 · CHANNELS & CAPABILITIES E-commerce: Scaling into a Core Growth Engine Fastest-growing large channel, with momentum accelerating in Q2 FY27 43% INR 90 Cr >19% Q2 FY27 net sales ShareStrong Share-gain evidence versus category: of Group Q2 growth across E- YoY growth commerce, Exports and GT East
Slide 22: Sales-force automation completed; productivity focus accelerates General Trade growth
04 · CHANNELS & CAPABILITIES Sales-force automation completed; productivity focus accelerates General Trade growth to double digit The next phase is better range, depth, visit quality and coverage economics 5 4 3 2 VALUE 1 ACTION Optimised coverage VISIBILITY Range, depth and route cost and GT growt
Slide 23: Strategic Investment & innovation
05 Strategic Investment & innovation Deploy capital behind the strongest growth and return opportunities
Slide 24: Investing where we see the right to win
05 · INVESTMENT & INNOVATION Investing where we see the right to win Sharper portfolio choices. Better investment productivity. Capital-efficient growth. PRIORITISE TEST & LEARN 01 Back the core 02 Follow the outcomes A&P INVESTMENT Prioritise high-growth, high- penetration and value-accretive categ
Slide 25: Innovation is becoming a meaningful growth engine
05 · INVESTMENT & INNOVATION Innovation is becoming a meaningful growth engine Sweet popcorn, premium flavours, RTE ACT II formats Q2: Cheese Portfolio, Chilli Limon, Magic Butter, Moments gift pack, High Protein Popcorn Oats, high-protein spreads, price-point SUNDROP packs of premium oil Q2: Sundro
Slide 26: Gross margin expanded despite a highly inflationary input-cost environment
05 · INVESTMENT & INNOVATION Gross margin expanded despite a highly inflationary input-cost environment Gross margin increased 19% YoY to INR 106.8 crore, supported by manufacturing and logistics efficiencies INFLATIONARY PRESSURES OFFSET BY EFFICIENCIES DELIVERING RESILIENCE Elevated input-cost pre
Slide 27: What Sets Us Apart
*-=Sundrop v BRANDS UY 2 FORT 25 What Sets Us Apart
Slide 28: A scaled branded-food platform positioned for sustained, profitable growth
A scaled branded-food platform positioned for sustained, profitable growth 01 02 03 04 05 06 Established Positioned to High-growth, Renewed Complementary Backed by portfolio of benefit from high-margin investment in the channel and management trusted brands structural categories with core portfolio
Slide 29: Thank you
Thank you Building a scalable branded foods platform for modern India www.sundropbrands.com