Foods & Inns Limited — Q2FY27 earnings call summary

Filed 13 November 2026 · Official transcript

H2 volume growth guidance at 17-19% y-y; revenue guidance withheld due to raw material price volatility
Spray Drying division sales hit record 100 MT in October; capacity expansion of 120 MT p.a. expected by Jan 2027
Q2 FY27 call discussed freight cost easing and dispatch recovery post geopolitical changes
Forex loss of INR106 million due to forward contract mark-to-market; company halting forward hedging
Q3 expected to see improved exports with better freight availability and rates
Frozen segment capacity expansion subsidy of 35-38% approved; aiming to triple frozen segment in 3 years
Govt cluster development scheme to assure quality raw material and provide farmer subsidies
Export frozen segment margins better than domestic; Spray Drying EBITDA around 18%