Chatha Foods Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 6 Aug 2026 | Food Products | Market Cap: ₹273 Cr
The company aims for a 4x revenue growth by FY 2028-29 compared to the current year. The company aims for a 4x revenue growth by FY28-29 compared to FY25, driven by expansion in both veg and non-veg segments.
From Chatha Foods Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹116
Market Cap
₹273 Cr
P/E Ratio
40.8
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📊 Revenue & Sales Performance
- →The company aims for a 4x revenue growth by FY 2028-29 compared to the current year.
- →Growth will be driven primarily by the vegetarian (veg) business expansion and exports.
- →Expansion plans include growing the veg business aggressively alongside continued focus on non-veg (chicken).
- →Capacity is currently sufficient to support this revenue growth without immediate need for major additions.
- →The veg facility, becoming operational majorly from FY ’27, is expected to contribute progressively to revenue.
- →The company plans to increase pan-India penetration across both veg and non-veg segments, focusing on QSR and export markets.
- →Intends to increase exports with partners like Alana for both veg and meat products.
- →Incremental capacity expansions feasible within existing plants, including a 120 MT/month increase in chicken capacity without extra CAPEX.
📈 Profitability & Margins
- →The company aims for a 4x revenue growth by FY28-29 compared to FY25, driven by expansion in both veg and non-veg segments.
- →Capacity expansion is planned but current capacities are sufficient to handle this growth without immediate need for major capex.
- →Margins in the vegetarian segment are expected to be better due to lower input costs despite lower realizations compared to chicken.
- →Export business, especially for vegetarian products, is targeted aggressively to increase footprint beyond India.
- →Working capital cycles are managed prudently to support growth, with inventory at ~30 days, debtor days ~40-45, and creditor days ~25.
- →Debt is expected to increase by around INR12 crores for investments, supporting future expansion and capex.
- →Capacity utilization for chicken can reach 100% at 500 MT/month; veg segment can easily run double or triple shifts for further expansion.
- →Overall, the company is optimistic about strong earnings growth driven by product mix, capacity utilization, and expansion into new markets.
🏗️ Capital Expenditure Plans
- →INR 12 crores term loan planned to fund new vegetarian facility capex.
- →Recent preferential funds of INR 20 crores raised but not yet utilized; planned for capex in joint venture with Allana Sons for value-added meat and chicken products in Aurangabad.
- →Shift vegetarian equipment to new vegetarian plant (50,000 sq. ft. building), freeing existing space to add 120 metric tons/month chicken capacity without additional capex.
- →Additional 30,000 sq. ft. land available near veg plant for future expansion if needed.
- →The JV with Allana Sons is a 70-30 partnership, indicating strategic investment in expanding value-added meat production.
- →No current plans for capacity expansion in other geographic regions; focus is on optimizing existing capacity and new veg facility.
- →Equipment sourced mainly from European suppliers (Germany, Poland, Austria), which are expensive, indicating quality investment.
💰 Fundraising & Capital Structure
- →The company plans to increase term loans by INR 12 crores to fund the vegetarian facility and related capex (Page 17).
- →Recently raised INR 20 crores through preferential allotment, which has not yet been utilized and is earmarked purely for capex related to a joint venture with Allana (Page 9).
- →Total debt exposure, including working capital, is expected to rise to around INR 29-30 crores due to these investments (Page 17).
- →No mention of any equity fundraising plans beyond the preferential allotment noted.
📋 Order Book & Pipeline
- →The transcript does not explicitly mention the current or expected orderbook or pending orders in specific numbers.
- →However, it is noted that the company is actively engaged in dialogues with various customers, particularly for the new vegetarian facility, though contracts will only be finalized after audits and approvals.
- →The vegetarian facility is expected to start contributing 10% to 15% capacity in FY26 and more substantially from FY27 onwards.
- →The company has onboarding processes with new clients, involving product development and store trials that typically take 3 to 6 months before commercial contracts are finalized.
- →They continue to acquire new QSR clients and maintain multi-vendor policies, implying ongoing business development efforts but with no detailed orderbook data disclosed.
Key Metrics
Frequently Asked Questions
What were Chatha Foods Ltd Q4 FY25 results?
The company aims for a 4x revenue growth by FY 2028-29 compared to the current year. The company aims for a 4x revenue growth by FY28-29 compared to FY25, driven by expansion in both veg and non-veg segments.
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?
INR 12 crores term loan planned to fund new vegetarian facility capex.
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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.