In Week of Mar 28, 2026, Hindustan Foods Ltd (FMCG - Contract Mfg) is outperforming Nifty 500 with +10.0% relative strength. Fundamentals: Average.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Mar 28, 2026
What: ₹750 cr capex facilities ramping from Q4 FY26, targeting 45-55% PAT growth in FY27
Impact: +₹600 Cr revenue
“CEO: 'For FY27, we are guiding a profit after tax range of 200 to 220 crores representing approximately 1.4x growth over FY26 expected.'”
What: Strategic shift to higher-margin categories driving 150 bps OPM expansion
“CFO: 'The performance... reflects this consistent and disciplined execution of strategy to build a diversified and scalable manufacturing platform.'”
Earnings deceleration risks from management commentary
Trigger: Utilization below 75% by Q2 FY27
Impact: -200 bps margin impact
Management view: Emphasis on disciplined execution but no explicit risk disclosure
Monitor: Quarterly capacity utilization rates
Key quotes from recent conference calls
“During FY26, the company undertook a cumulative capital expenditure of over ₹750 crores representing more than 60% of the opening gross block at the beginning of the year. — CFO”
“For FY27, we are guiding a profit after tax range of 200 to 220 crores representing approximately 1.4x growth over FY26 expected. — CEO”
“As this capacity starts ramping up from Q4, FY26 and onward, it will provide strong foundation for the next phase of our growth. — CEO”
Forward-looking targets from management for FY27
Implied PAT Growth
45%
Capex Plan
₹750 Cr
Key Milestones
• Q4 FY26 capacity ramp-up
• FY27 PAT target of ₹200-220 cr
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +13% | +20% | Stable |
| PAT (Net Profit) | +24% | +35% | Stable |
| OPM | 9.0% | +100 bps | Expanding |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 28, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Hindustan Foods Ltd's latest quarterly results (Dec 2025) show
Hindustan Foods Ltd's profit is growing with an stable trend.
Hindustan Foods Ltd's revenue growth trend is stable.
Hindustan Foods Ltd's operating margin is expanding.
Hindustan Foods Ltd's long-term compounding rates
Hindustan Foods Ltd's earnings growth is stable with positive momentum on a sequential basis.
Hindustan Foods Ltd's trailing twelve month (TTM) performance
Hindustan Foods Ltd appears fairly valued based on our fair value analysis.
Hindustan Foods Ltd's current PE ratio is 44.5x.
Hindustan Foods Ltd's current PE is 44.5x.
Hindustan Foods Ltd's price-to-book ratio is 5.8x.
Hindustan Foods Ltd is rated Average with a fundamental score of 41.2/100. This score is calculated from objective financial metrics
Hindustan Foods Ltd has a debt-to-equity ratio of N/A.
Hindustan Foods Ltd's return ratios over recent years
Hindustan Foods Ltd's operating cash flow is positive (FY2025).
Hindustan Foods Ltd currently does not pay a significant dividend (yield 0.00%).
Hindustan Foods Ltd's shareholding pattern (Dec 2025)
Hindustan Foods Ltd's promoter holding has remained stable recently.
Hindustan Foods Ltd has been outperforming Nifty 500 for 1 consecutive week, indicating early-stage outperformance.
Hindustan Foods Ltd is a new entry this week — it just started outperforming Nifty 500. New entries are worth monitoring for follow-through.
Hindustan Foods Ltd has 2 key growth catalysts identified from recent earnings analysis
Hindustan Foods Ltd has 1 key risk worth monitoring
In Q3 FY26, Hindustan Foods Ltd's management highlighted
Hindustan Foods Ltd's management has provided the following forward guidance for FY27
Based on quantitative research signals, here is why Hindustan Foods Ltd may be worth studying
Hindustan Foods Ltd investment thesis summary:
Hindustan Foods Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
