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

What's new with Hindustan Foods Ltd.

• 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 for Hindustan Foods Ltd.

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.