Heritage Foods Share: Revenue Badha, Par Milk Ki Kami Ne Udaayi Hosh! Kya Karein Investors?

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AuthorVihaan Mehta|Published at:
Heritage Foods Share: Revenue Badha, Par Milk Ki Kami Ne Udaayi Hosh! Kya Karein Investors?
Overview

Yaar, Heritage Foods ne Q3 mein revenue toh **8%** badha liya hai, ₹11,192 million tak pahunch gaya. Lekin, asli picture thodi alag hai. Doodh ka supply kam ho gaya (**9%** down) aur daam bhi badh gaye, jisse company ke margins par pressure aa gaya.

Heritage Foods Navigates Milk Shortages, Revenue Rises Amidst Margin Squeeze

Okay, toh hua kya hai Heritage Foods ke saath?

Q3 mein inki consolidated revenue ₹11,192 million tak pahunch gayi, jo pichle saal se 8% zyada hai. EBITDA ₹629 million raha aur PAT ₹346 million. Lekin, yahan ek 'but' hai - doodh ki jo procurement volumes thi na, woh 9% gir gayi aur ab 16.73 lakh liters per day ho gayi hai. Kai saalon mein pehli baar aisa decline dekha gaya hai, woh bhi industry mein kami aur badhti costs ke chalte.

Margins Par Pressure Kyun?

Asal game yahan margins ka hai. Doodh khareedne ke daam 9% badh gaye YoY, par company consumer prices ko utna nahi badha payi. Is wajah se margins dabaav mein aa gaye. Upar se, 'other expenses' bhi badh rahe hain, jaise logistics aur marketing mein zyada kharcha ho raha hai, jisne operating leverage par asar dala hai.

Kaise Sambhala Company Ne?

Par company ne himmat nahi hari! Inka focus value-added products par kaafi solid raha. Ye products 22.6% badhe hain YoY aur ab company ke total revenue ka 38% hissa banate hain (pehle 33.8% tha). Ismein dahi, paneer, ghee, ice cream sab aa gaya, jo high-margin segments hain. Expansion plans bhi chal rahe hain, Hyderabad mein ice cream plant trial run par hai aur flavored milk plant bhi iss quarter mein start ho jayega.

Aage Kya Ho Raha Hai?

Management ka kehna hai ki dheere dheere margins normal ho jayenge. Supply conditions behtar hone aur value-added products ka share badhne se recovery aayegi. Target hai EBITDA margin 7-9% tak pahunchane ka.

Abhi bhi supply chain mein volatility aur procurement costs ka risk hai. Company ko expenses control karne honge aur naye capacities ko successfully launch karna hoga. Investors ko supply, cost aur margin recovery par nazar rakhni chahiye.

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