Company dossier
Heritage Foods Limited
Current pulse
Pattern-matched earnings signal
Record revenue, broad VAP volume growth, distribution gains and improving mix are constructive. HOLD reflects the 188 bps EBITDA-margin decline, 38% PAT fall, uncertain milk-cost cycle, unquantified pricing recovery, flat liquid-milk volume and the absence of licensed consensus or independent valuation context.
Record revenue and broad VAP growth were offset by a severe price-cost squeeze; the call supports eventual recovery but gives no timing.
EBITDA fell 16%, PAT 38% and EBITDA margin contracted 188 bps to 4.6%.
Q2 FY2027 pricing, milk-cost and liquid-volume proof
Dossier map
Record revenue and broad VAP growth were offset by a severe price-cost squeeze; the call supports eventual recovery but gives no timing.
Revenue ₹1.3K Cr | PAT ₹25 Cr
This layer will track order book, execution runway, capex, capacity and pipeline as company-specific fields are populated.
Latest on-record topic: Q1 FY2027 results, milk procurement inflation, pricing, VAP growth quality, liquid-milk volume, margin recovery, distribution, farmer network and capex
FMCG needs explicit government, rates, commodity, FX and demand sensitivity mapping.
Evidence links, management clips, filings, transcripts and source confidence are shown at the bottom of the dossier.