Consumer Defensive
Heritage Foods Limited (NSE: Heritgfood) Reports 19% Yoy Revenue Growth; Ebitda Margin Recovers 98 Bps Qoq to 5.6% in Q2 FY27
Heritage Foods Limited (NSE: HERITGFOOD) announced its Q2 FY27 results with 19% YoY revenue growth and a 98 bps QoQ recovery in EBITDA margin.
Heritage Foods Limited (NSE: HERITGFOOD), a leading dairy company, announced its financial results for the quarter and half year ended September 30, 2026, showcasing robust performance despite industry-wide milk inflation. The company reported a 19% year-on-year revenue growth to INR 13,196 million in Q2 FY27, driven by strong value-added product (VAP) growth and higher product realizations.
Volume Growth Amid Supply Constraints
The company reinforced its milk procurement network, achieving a 7% YoY growth in milk procurement volumes in Q2 FY27 and 4% in H1 FY27. Despite monsoon-related supply constraints, the company intensified village-level outreach to strengthen milk availability and farmer engagement.
Strong Consumer Franchise
Heritage Foods’ consumer franchise drove both volume and value growth. Milk revenue grew 8.5% YoY in Q2 FY27, supported by a 2.5% volume growth and calibrated consumer price increases. The average milk realization improved 6% YoY to INR 60.34 per litre. VAP categories delivered strong, broad-based growth, with Lassi (+91%), Ice Cream (+81%), Buttermilk (+66%), Paneer (+38%), and Curd (+26%) leading the charge.
Consolidated Financial Performance
The consolidated financial performance for Q2 FY27 showed revenue of INR 13,196 million, EBITDA of INR 740 million, and PAT of INR 309 million, marking a 19% YoY revenue growth, 20% YoY EBITDA, and 39% YoY PAT. The EBITDA margin improved to 5.6%, reflecting a 98 bps QoQ recovery. The company remains confident in its ability to drive sustainable margin improvement through continued premiumisation, tight cost control measures, and disciplined execution.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Heritage Foods Limited
Heritage Foods Limited belongs to the Consumer Defensive › Packaged Foods sector. Here’s a quick read on where the business and the stock stand today.
Heritage posts a 23.6% three-month gain, but softens in the last few weeks. The PEG of 0.76 signals undervaluation relative to growth. It is a potential re-rating candidate. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Buyers show up with 3.5x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 14 for sellers — a healthy accumulation pattern. The stock rises 23.6% in three months on 11.8% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Heritage Foods Limited.
Consumer Defensive
Nestle India Limited (nestleind) Q2 FY27: Revenue Surges 22% Yoy, Profit Up 21%
Nestle India Limited (NESTLEIND) reports a 22% YoY revenue surge and a 21% profit increase for Q2 FY27.
Nestle India Limited (NESTLEIND) has announced its un-audited standalone financial results for the quarter ended 30th September 2026, revealing a robust performance with a 22% year-on-year (YoY) increase in revenue and a 21% rise in profit for Q2 FY27. The company’s strong performance is driven by its diverse portfolio and strategic initiatives aimed at enhancing market share and operational efficiency.
Revenue and Profit Growth
The company reported a revenue of ₹65,147.4 crore for Q2 FY27, up from ₹53,414.4 crore in the same period last year. Profit before exceptional items and tax (PBIT) stood at ₹22,118.7 crore, reflecting a 21% increase compared to ₹18,271.9 crore in the previous year. The earnings per share (EPS) for the quarter were ₹5.32, showcasing a significant improvement from ₹4.36 in the corresponding quarter of FY26.
Operational Highlights
Nestle India Limited’s operational highlights include a notable increase in domestic sales and export sales, contributing to the overall revenue growth. The company’s focus on innovation and sustainability has also played a crucial role in its financial performance. Moreover, effective cost management and strategic investments in key areas have bolstered the company’s profitability.
Looking Ahead
As Nestle India Limited continues to leverage its strong brand portfolio and operational excellence, the company is well-positioned to navigate future challenges and capitalize on emerging opportunities in the market. With a commitment to delivering value to its stakeholders, Nestle India Limited is set to maintain its growth trajectory in the coming quarters.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Nestle India Limited
Nestle India Limited belongs to the Consumer Defensive › Packaged Foods sector. Here’s a quick read on where the business and the stock stand today.
Nestle posts a 12.7% three-month gain, but softens in the last few weeks. The PEG reaches 3.33. The stock trades on brand and index weight, not on growth. The business compounds revenue at 17.0% and profits at 23.1% CAGR. That is strong double-digit growth on both counts. The stock gives back 5.6% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The business grows revenue at 17.0% and profits at 23.1%, with D/E of 0.09. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 3.33 premium is usually justified. Check Fundamentals of Nestle India Limited.
ABDL
Allied Blenders and Distillers Limited (abdl) ABD Maestro Named ‘company of the Year 2026’ at Spiritz Conclave
Allied Blenders and Distillers Limited (ABDL) subsidiary ABD Maestro wins ‘Company of the Year 2026’ and multiple awards at Spiritz Conclave.
Allied Blenders and Distillers Limited (ABDL) has announced that its subsidiary, ABD Maestro, has been named ‘Company of the Year 2026 (Domestic)’ at the Spiritz Conclave & Achievers’ Awards 2026. The recognition reflects the strength of ABD Maestro’s portfolio for super-premium, globally benchmarked spirits.
Awards in Blind Tasting
ABD Maestro’s portfolio secured four medals across whisky, vodka, and gin in the blind tasting categories. Notably, RANGEELA Contemporary Indian Vodka won ‘Grand Gold’ in the Vodka category, the highest recognition in the round. YELLO Designer Whisky and AODH Irish Whiskey each won ‘Gold’ in the Indian Whisky – Blended and Irish Whiskey – Blended categories, respectively, while ZOYA Premium Mixed Berries Gin received ‘Silver’ in the Gin category.
Excellence Awards
In the Excellence Awards, ABD Maestro Private Limited was named ‘Company of the Year 2026 (Domestic)’ and received ‘Gold’. The company’s recent launches were also recognised, with RANGEELA Contemporary Indian Vodka winning Gold for ‘Product Launch 2026 – Vodka’ and AODH Irish Whiskey sharing the Gold for ‘Product Launch 2026 – Whisky Premium’.
Commenting on the recognition, Bikram Basu, Vice Chairman, ABD Maestro, said, “Being named Company of the Year, along with medals across categories – whisky, vodka and gin, is a validation of building each of our brands. The blind tasting results are really meaningful as they reflect the quality of what is in the bottle. We thank the expert jury and the Spiritz team for this recognition and reiterate our commitment to raise the bar for premium spirits.”
The recognition marks another important chapter for ABD Maestro, affirming its role in shaping India’s super-premium and luxury spirits’ landscape.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Allied Blenders and Distillers Limited
Allied Blenders and Distillers Limited belongs to the Consumer Defensive › Beverages – Wineries & Distilleries sector. Here’s a quick read on where the business and the stock stand today.
Allied gains 18.2% over three months and trades near its 52-week highs. The PEG of 0.23 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Thin margins at 5.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Buyers show up with 2.5x the volume of sellers. Moreover, they dominated on 18 of recent sessions versus 12 for sellers — a healthy accumulation pattern. Both the business and the stock move in the right direction. Revenue grows at 7.4%, profits at 422.6%, and the PEG sits at 0.23 — below its growth rate. That combination is rare. Check Fundamentals of Allied Blenders and Distillers Limited.
BAJAJCON
Bajaj Consumer Care Limited (bajajcon) Q2 FY27: Strong Growth & Margin Momentum
Bajaj Consumer Care Limited (BAJAJCON) reports strong Q2 FY27 results with consolidated revenue of INR 332.7 Cr.
Bajaj Consumer Care Limited (BAJAJCON) showcased robust financial performance in Q2 FY27, with consolidated revenue hitting INR 332.7 Cr. This marks a significant growth compared to the same period last year, driven by strong momentum across various segments.
Strong Domestic Business Performance
The domestic business continued its robust growth, recording a revenue increase of over 30% in Q2 FY27 and H1 FY27. This impressive growth was fueled by double-digit unit volume growth, with price point packs continuing to outperform and drive portfolio growth.
Growth Portfolio Scaling Up
The growth portfolio sustained its strong momentum, scaling up meaningfully and improving profitability. The coconut portfolio remained a key growth engine, benefiting from healthy consumer and trade traction. Despite deflation in coconut prices, volume growth significantly outpaced revenue growth.
Channel Performance Highlights
General Trade (GT) and Organized Trade (OT) channels delivered mid-twenties YoY growth in Q2, with OT growing ahead of GT. E-Commerce and Modern Trade continued to perform well, with Q – Com being the fastest-growing channel. International Business (IB) also sustained its strong growth, with notable performances in Nepal, GCC & Africa, and Bangladesh.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Bajaj Consumer Care Limited
Bajaj Consumer Care Limited belongs to the Consumer Defensive › Household & Personal Products sector. Here’s a quick read on where the business and the stock stand today.
Bajaj holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG of 2.83 makes it expensive versus peers. The premium needs earnings to catch up quickly. No meaningful dividend — total return is entirely dependent on capital appreciation. Buyers show up with 1.6x the volume of sellers. Moreover, they dominated on 17 of recent sessions versus 13 for sellers — a healthy accumulation pattern. The stock rises -6.1% in three months on 6.7% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Bajaj Consumer Care Limited.
-
HCLTECH3 days agoHcl Technologies Limited (hcltech) Q2 FY27: Revenue ₹35,620cr ↑3.0% Qoq ↑11.5% Yoy
-
Basic Materials3 days agoGoodluck India Limited (goodluck) Recognized as Sole Qualified Bidder for Defence Artillery Shells
-
Consumer Cyclical3 days agoCrompton Greaves Consumer Electricals Limited Launches Instanourish Pro Multi Purpose Kettle
-
Banks - Regional3 days agoRbl Bank Limited (rblbank) Q2 FY27: Net Profit Surges 170% Yoy
-
Industrials3 days agoSkipper Limited (skipper) Appoints Mr. R. N. Nayak as Non-executive Independent Director
-
Healthcare3 days agoZydus Lifesciences Limited (zyduslife) Shares New Post Hoc Analysis of Phase 3 Epics-iii Trial Showing Greater Biochemical Response with Investigational Saroglitazar
-
Banks - Regional3 days agoThe Karnataka Bank Limited Launches Trade Konnect Digital Platform
-
AEQUS3 days agoAequs Limited (aequs) Announces Long-term Supply Agreements with Safran for Aerospace Applications