Sundrop Brands Limited has released its detailed investor presentation for the Q3 FY26 results conference call held on February 13, 2026, providing comprehensive insights into the company's strong performance and strategic initiatives. The presentation, made available on the company's website at www.sundropbrands.com/analyst-calls.aspx , showcases significant growth across multiple business metrics and reinforces the company's position as an emerging scaled food platform.

Strong Q3 FY26 Performance Highlights

The company demonstrated robust growth across key performance indicators on a like-to-like basis, combining Sundrop Brands and Del Monte numbers. The quarter witnessed substantial improvements in revenue, margins, and digital channel performance.

Year-to-Date FY26 Achievements

The nine-month performance further strengthened the company's growth trajectory, with enhanced investments in advertising and significant margin improvements supporting the overall business momentum.

Core Categories Drive Growth Momentum

The presentation highlighted the company's strategic focus on core categories, which now contribute 61% of total business compared to 53% in FY23. The core portfolio includes ready-to-cook popcorn, ready-to-eat popcorn and snacks, peanut butter, breakfast cereals, spreads, ketchups, sauces, mayonnaise, and Italian range products.

Category-wise Q3 FY26 Performance

Digital Commerce Excellence

E-commerce emerged as a key growth driver, with the channel leveraged as a platform for business expansion in emerging categories like oats and breakfast cereals. The 39% year-to-date growth was supported by focused investments in performance marketing and quick commerce growth.

Innovation and Product Development

The company launched over 70 new products across ACT II, Sundrop, and Del Monte portfolios during YTD FY26, contributing approximately ₹55 crores or 5% of overall sales. Key launches included ACT II Popcorn Kernels, Sundrop High Protein Peanut Butter variants, and Del Monte's expanded culinary range.

Operational Excellence Initiatives

Sundrop Brands implemented sales force automation across its operations, with 97% of frontline sales teams now tracking visits and productivity through technology interfaces. The system covers 217,000 outlets representing 58% of total coverage in Q3 FY26, significantly improving operational efficiency.

Financial Strength and Margin Improvement

The presentation emphasized the company's strong balance sheet position with net worth of ₹1,463 crores, free cash balance of ₹20.20 crores, and borrowings of ₹21.50 crores as of December 31, 2025. Margin improvement programs led to sequential enhancement with gross margins expanding by 230 basis points year-to-date.

Strategic Vision and Market Position

The company positioned itself as an emerging scaled food platform with presence in high-growth, high-margin categories. The strategic focus includes renewed emphasis on core portfolio, increased salience in fast-growing channels, improved EBITDA and PAT margins, and a capital-efficient approach to building scale through organic and inorganic routes.

Sundrop Brands Limited has announced changes in its senior management personnel, with the resignation of Ms. Hem Jadeja and the appointment of Mr. Rupish Saldi as Head – Strategy and Business Transformation. The changes were communicated to stock exchanges on December 30, 2025, in compliance with SEBI listing regulations.

Management Transition Details

Ms. Hem Jadeja, who served as Head – Strategy and Business Transformation, submitted her resignation to be effective from close of business hours on December 30, 2025. She had initially requested a relieving date closer to December 15, 2025, in her resignation email dated November 19, 2025, expressing her commitment to ensuring a smooth transition and handover of projects within her notice period.

The following table outlines the key transition details:

New Appointee Profile

Mr. Rupish Saldi has been appointed to fill the vacant position, taking charge from December 29, 2025. He will report directly to the Group Managing Director and will be classified as Senior Management Personnel under the SEBI listing regulations.

Mr. Saldi's professional qualifications and experience include:

• Educational Background: Chartered Financial Analyst (CFA) and MBA in Finance from LBSIM, Delhi
• Total Experience: Over 10 years across consulting and startup sectors
• Previous Role: Chief Business Officer (CBO) and VP Finance at MeraPashu360, a rural e-commerce startup
• Prior Experience: Worked with reputed organizations including KPMG, EY, and Steer Advisors

Regulatory Compliance

The company has fulfilled its disclosure obligations under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Both departing and incoming personnel are classified as Senior Management Personnel as per Regulation 16(1)(d) of the listing regulations. The announcement confirms that Mr. Saldi has no relationship with existing directors of the company.

Sundrop Brands Limited, formerly known as Agro Tech Foods Limited, operates with its registered office in Secunderabad, Telangana, and corporate office in Gurgaon, Haryana. The company maintains its commitment to transparent governance practices through timely disclosure of material changes in its management structure.