Milky Mist Dairy Food Limited has revised the schedule for its upcoming meetings with analysts and investors. The senior management will now hold group and one-on-one sessions in Mumbai on September 10 and September 11, 2026.

The company issued the intimation on September 8, 2026, following an earlier notice dated September 4, 2026. This update is made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations.

Meeting Details

The revised schedule involves participation from the senior management team. The meetings will take place in Mumbai over two days. The company noted that the schedule remains subject to change due to exigencies on the part of either the company or the investors.

Compliance Disclosure

Milky Mist Dairy Food Limited confirmed that no Unpublished Price Sensitive Information (UPSI) will be shared or disclosed during these interactions. The disclosure has been uploaded to the company’s website for public access.

Milky Mist Dairy Food released the transcript of its Q1FY27 earnings conference call, held on September 1, 2026. The company reported ₹973.5 crore revenue for the quarter, a 43.6% year-on-year increase, with profit after tax (PAT) surging 890% to ₹64.7 crore. The audio recording of the call is available on the company's website.

The transcript provides detailed insights into the management’s strategy, procurement practices, and future expansion plans. It follows the company’s recent listing on NSE and BSE on August 18, 2026, where it raised ₹1,553 crore through its IPO.

Financial Performance

Revenue from operations grew to ₹973.5 crore in Q1FY27 from ₹678.1 crore in the corresponding period last year. Gross profit expanded by 56.1% to ₹333.0 crore, with gross margins improving to 34.2% from 31.5% in Q1FY26.

EBITDA rose 74.5% to ₹144.9 crore, reflecting operating leverage. The EBITDA margin widened to 14.9% compared to 12.2% in Q1FY26. Profit before tax jumped 606% to ₹73.5 crore from ₹10.4 crore.

Product and Regional Mix

Paneer remained the top contributor with ₹248.3 crore in sales, up 34% YoY. Cheese sales grew 38% to ₹137.1 crore, while ice cream revenue surged 60% to ₹102.3 crore. Yogurt saw the highest growth at 153%, reaching ₹84.5 crore.

Regionally, Tamil Nadu contributed 26% of net sales, followed by Karnataka at 24% and West India at 17%. General trade accounted for 33% of sales, while e-commerce platforms grew to 19% share.

Strategic Developments

Milky Mist commissioned a new Cheddar Cheese plant in Q1FY27 with an installed capacity of 120 MT/day. This expansion supports growth in the high-protein cheese segment. The company also expanded its paneer capacity earlier in June 2025.

The firm listed on NSE and BSE on August 18, 2026, raising ₹1,553 crore through its IPO. Proceeds are allocated for debt repayment (₹496.9 crore), manufacturing expansion (₹469.2 crore), and cooler deployment (₹155.3 crore).

Key Participants

The earnings call featured:

• Mr. T. Sathishkumar – Chairman and Managing Director
• Dr. K Rathnam – Whole Time Director and CEO
• Mr. Biswajit Mishra – Chief Financial Officer

Access Details

Investors can join via Diamond Pass or the following numbers:

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE00IT01020/26eeccdb-e913-4612-ba8f-dfda900a2727.pdf