Chatha Foods Ltd
Chatha Foods Ltd Q1 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Chatha Foods targets a 20%+ revenue growth for the next financial year (FY26) continuing from an 18% growth in FY25. Management is targeting over 20% revenue growth for the next financial year, driven by expansion in chicken, vegetarian, and JV businesses.
From Chatha Foods Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Chatha Foods targets a 20%+ revenue growth for the next financial year (FY26) continuing from an 18% growth in FY25.
- The existing chicken facility expects a 20% volume and revenue increase, projecting INR180-185 crore revenue.
- The new vegetarian facility with 16,000 MT capacity aims to generate INR200-210 crore revenue by FY28.
- The Allana JV plant is expected to contribute INR180-190 crore in revenue by FY28.
- Overall, the company is targeting close to INR550 crore total revenue by FY28.
- Capacity utilization targets are 20-25% for the vegetarian unit and 15-20% for the JV in FY26, scaling up thereafter.
- QSR client volumes are growing; Jubilant sees 20% year-on-year volume increase despite some customers shifting to in-house production.
- New QSR clients onboarded recently contributed INR7-8 crore revenue in FY25 (not annualized).
- Long-term agreements with QSR clients typically range 3-5 years with annual pricing revisions.
Profitability & Margins
See what Chatha Foods Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- New vegetarian facility with 16,000 metric ton capacity geared to go live by September 2025; targeting 20%-25% capacity utilization initially.
- Joint Venture (JV) with Allana (Allana CF Foods Pvt Ltd) focused on exports, to go live by November 2025; targeting 15%-20% capacity utilization initially.
- Import of an automated cutting line to improve efficiency and reduce manpower costs, especially for artisan/hand-cut products.
- Existing chicken facility near full utilization but no immediate capacity expansion planned; trial for KFC marination process ongoing without need for capacity increase.
- The company aims for optimal utilization of its three facilities by FY28-29.
- Approximately INR31 crore utilized from IPO proceeds for capital investments; additional preference share capital invested in bank deposits.
- No current expansions or other strategic projects beyond the mentioned veg facility and JV with Allana as of now.
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Fundraising & Capital Structure
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Order Book & Pipeline
- Chatha Foods has onboarded 6-7 new QSR customers in FY '25, contributing approximately INR 7-8 crore in revenue, although some clients started only in the second half of the year.
- The company maintains long-term agreements with QSR clients, typically spanning 3 to 5 years with annual pricing updates.
- Despite some clients like Jubilant and Domino's shifting to in-house sourcing, overall volumes have not been negatively impacted due to increased volume commitments and growth.
- Discussions and sample dispatches are underway for new product categories, including vegetarian facilities, with production aimed to start by FY '26 at 20-25% capacity utilization for veg products and 15-20% for the Allana JV by Q4.
- Chatha Foods is steadily building pipeline opportunities in exports and new product segments, with ongoing engagements for large client rollouts pending menu and store implementations.
Continue your research
What Chatha Foods Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Chatha Foods Ltd Q1 FY26 results?
Chatha Foods targets a 20%+ revenue growth for the next financial year (FY26) continuing from an 18% growth in FY25. Management is targeting over 20% revenue growth for the next financial year, driven by expansion in chicken, vegetarian, and JV businesses.
What is Chatha Foods Ltd share price analysis?
Chatha Foods Ltd currently shows a neutral. The stock trades at a P/E of 40.8 with a market cap of ₹273 Cr. Investors should review the full earnings analysis for detailed insights.
Is Chatha Foods Ltd planning capital expenditure?
New vegetarian facility with 16,000 metric ton capacity geared to go live by September 2025; targeting 20%-25% capacity utilization initially.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.