Sundrop Brands Q3 FY26: Revenue Up 10%, EBITDA Grows 80% to ₹29.5 Crore
Sundrop Brands reported Q3 FY26 consolidated revenue of ₹407.5 crore, up 10%, and EBITDA of ₹29.5 crore, up 80%. YTD FY26 revenue stood at ₹1162.9 crore (up 10%) with EBITDA at ₹61.3 crore (up 41%). Gross margins expanded by 330 bps in Q3 and 230 bps YTD. E-commerce grew 31% in Q3 and 39% YTD.
The announcement details significant financial performance improvements, strategic initiatives, and growth drivers, which are material for investors and stakeholders.
The company reported strong growth in revenue and EBITDA, significant margin expansion, and robust performance across key categories and channels. Increased advertising investments and new product launches further indicate a positive outlook.
Sundrop Brands Limited (formerly Agro Tech Foods Limited) has announced its investor presentation for the conference call held on 13th February 2026, discussing the unaudited financial results for the quarter and nine months ended 31st December 2025.
The company reported a strong Q3 FY26 with a 10% consolidated revenue growth, reaching ₹407.5 crore. Consolidated EBITDA saw a significant increase of 80% to ₹29.5 crore, with EBITDA margins improving to 7.2%. For the Year-to-Date (YTD) FY26, consolidated revenue grew by 10% to ₹1162.9 crore, and EBITDA increased by 41% to ₹61.3 crore, with margins at 5.3%.
Key growth drivers included a 330 bps gross margin expansion in Q3 FY26 and 230 bps in YTD FY26. E-commerce channels showed robust growth, with Q3 FY26 up by 31% and YTD FY26 by 39%. Advertising investments also increased significantly, by 22% in Q3 and 37% YTD.
The company highlighted its strategic focus on core categories such as Ready to cook popcorn, Ready to eat Popcorn & Snacks, Peanut Butter, and Breakfast Cereals. Popcorn, a key category, grew at over 18% with strong performance in both Ready to Cook and Ready to Eat formats. Premium staples, including edible oil, saw volume growth in Q3 driven by new pack launches. The Spreads & Dips category, while under pressure, saw efforts to bridge competitive gaps with new SKU launches and margin improvements. Culinary and Italian segments also showed positive growth trends.
Sundrop Brands is implementing Sales Force Automation to drive productivity, with 58% of outlets covered by the tech platform by Q3 FY26. Margin improvement programs, involving external partners for packaging, manufacturing, and logistics, have led to sequential improvements, with gross margins improving by 230 bps YTD FY26.
New product launches across Sundrop, Act II, and Del Monte portfolios in YTD FY26 contributed ₹55 crore to sales. The company's vision is to bring joyful food experiences to modern consumers through innovative, delicious, and convenient food solutions, leveraging a scaled food platform with a focus on profitable growth.
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