Arre bhai, Foods & Inns Limited ke Q3 FY26 results mein numbers thode mix hain. Quarter ending December 31, 2025 tak, revenue 18% saal-dar-saal gir kar ₹145 crore ho gaya. Iska main reason pata hai kya hai? US ke customers tariffs ko lekar confuse hain, isliye orders postpone kar diye. Iske chakkar mein average realisation bhi lagbhag 16.5% neeche chala gaya. Q3 mein sales tonnage bhi thoda 0.6% kam hokar 14,616 metric tonnes (MT) raha.
Lekin agar 9 mahine (9M FY26) ki baat karein jo December 2025 tak the, toh sales tonnage toh 11% badh kar 65,391 MT ho gayi! Haan, par revenue is period mein 2% neeche ₹559 crore raha.
Ab aao sabse achhi baat par - Frozen Foods! Bhai, is segment mein toh kamaal ho gaya. Volume 35% YoY Q3 mein aur 37% YoY 9M mein badha hai. Naye airline clients mile aur value-added products ki demand bhi badhi, jisse ye surge dekha.
Ek chiz note karna, company ne EBITDA, PAT ya margins jaise figures nahi bataye hain, na hi detailed balance sheet di hai. Toh poori financial picture dekhne ke liye thoda data missing hai.
Abhi toh US tariffs wala risk thoda hanging hai, dekhte hain company isko kaise handle karti hai. Par future ka outlook positive lag raha hai, khaas kar mango pulp ke liye – export demand acchi hai. Company apni spray-drying capacity bhi ₹2.5 crore laga kar 120 MTPA badha rahi hai. International market mein Tetra Recart packaging mein bhi expansion chal raha hai, purane clients se repeat orders mil rahe hain. Aur toh aur, Kusum Spices brand ko bhi push dene ka plan hai. FY25 ka PLI incentive claim bhi file kar diya hai.