Heritage Foods: From Dairy Volume to Premium Margin Machine!

Описание: Once a southern dairy player, now a rising FMCG brand with margin firepower.

📈 FY25 Revenue: ₹4,134 Cr | EBITDA up 58% | Margins hit 8%
💡 40%+ revenue now from value-added products — ghee, curd, butter

📍 Expansion Play: Acquires Heritage Novandie Foods → enters Maharashtra market

🏭 Lean manufacturing + premium SKU push via modern trade, q-commerce, subscriptions

🧮 Collects 1.76M LPD, sells 1.16M — surplus routed into high-margin play
💸 24% ROCE | Low net debt | 50% payout ratio

➡️ This is not just a milk company anymore. It’s a brand-led transformation story — with national ambitions.

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‪@DesveladoResearch‬