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Earnings · Consumer Food · Mid cap

Hindustan Foods bets ₹150 crore on new capacity after record year

Contract manufacturer hits ₹104 crore quarterly EBITDA record and sticks to its ₹200-220 crore FY27 profit target.

4 earlier stories on Hindustan Foods Ltd.
Mkt cap₹6,652 cr
P/E44.64×
ROE12.34%
Debt / eq.0.97
₹780 cr Total project wins secured during FY26.

What's new

  • Hindustan Foods hit a record quarterly EBITDA of ₹104 crore in Q4.
  • Full-year revenue climbed 17% to ₹4,265 crore with PAT up 29% to ₹149 crore.
  • Company reaffirmed FY27 PAT guidance of ₹200-220 crore and signed ₹150 crore in new expansion projects.

Why this matters

The company is successfully translating its contract manufacturing order book into operational reality, with ₹550 crore of its ₹780 crore win list already commercialized. Reaffirming a steep jump in profit targets for FY27 suggests high confidence in the ramp-up of new beverage and ice cream facilities.

What we're watching

  • Margin stability as new capacity at the Panipat ice cream plant fully contributes to earnings.
  • Execution of the recently signed ₹150 crore expansion projects.
  • Actual performance against the upper end of the ₹200-220 crore FY27 PAT guidance.

The full read

Hindustan Foods enters FY27 with momentum after a 17% rise in annual revenue to ₹4,265 crore and a 29% jump in profit to ₹149 crore. The company’s contract manufacturing model is gaining scale, evidenced by a quarterly EBITDA high of ₹104 crore and a steady pipeline of new wins. It secured ₹780 crore in projects throughout the year, with ₹550 crore already live.

Execution matters.

The Panipat ice cream plant, which began production in April, is a central part of this expansion. Management is now adding another ₹150 crore to its capex plans for the current year, providing the necessary backing for their reaffirmed PAT guidance of ₹200-220 crore. The path to that growth is clear, provided the new capacity gains utilization without eroding margins. Hindustan Foods is scaling quickly, and the next test is holding that profit margin steady as volume increases.

Questions answered

What is the guidance for FY27?
Hindustan Foods maintains a profit after tax (PAT) target range of ₹200-220 crore.
How much of the FY26 order book has been commercialized?
Out of the ₹780 crore in project wins recorded for FY26, ₹550 crore is already commercialized.
Mentioned: Hindustan Foods Ltd · Panipat ice cream plant
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Hindustan Foods Ltd.

FMCG
₹6,123 cr
P/E 41.08×

Latest quarter · Mar 2026

Sales₹1,117 cr
Net profit₹42 cr
Op. margin+8.9%
EPS₹3.48

Strength & growth

Debt / equity0.97×
Current ratio1.45×
Sales CAGR+67.5%
EPS CAGR−6.4%
Financials via Tijori — a research aid, not investment advice.HNDFDS on Tijori
  1. 21 May 2026 · 8:00 PM IST Hindustan Foods bets ₹150 crore on new capacity after record year
  2. 50d ago Hindustan Foods bets on new capacity after record FY26 profits
  3. 51d ago Hindustan Foods' press release repeats every number from the audited filing
  4. 51d ago Hindustan Foods posts 29% profit growth in FY26, but results were already priced in
  5. 51d ago Hindustan Foods posts ₹149 cr FY26 profit, up 29% but the script is already known