Hoac Foods Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 25 Aug 2026 | Food Products | Market Cap: ₹360 Cr

Expect better growth than the previous year, building on established channels like B2B, exports, franchise stores, and online sales. The company expects sustainable EBITDA margins of 15% to 16% going forward, improving from recent levels.

From Hoac Foods's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.

Price

840

Market Cap

₹360 Cr

P/E Ratio

63.4

Revenue Rank

Rank 1

Margin Rank

Rank 1

How does Hoac Foods rank in Food Products?

Compare Hoac Foods against every Food Products company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 1Margin: Rank 1
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📊 Revenue & Sales Performance

Rank 1
  • Expect better growth than the previous year, building on established channels like B2B, exports, franchise stores, and online sales.
  • Expansion plans include opening 9 to 10 new stores annually, focusing on metro cities and entering new states like Madhya Pradesh, Nagpur, and Maharashtra.
  • Online sales are growing fast, constituting 10% of sales; plans to expand into quick commerce platforms with smaller packaging for better margins.
  • Capacity expansion underway: new factory to increase Atta production capacity from 20 tons to 45-50 tons per day, enabling revenue potential above INR 200 crores.
  • New product launches planned, with 15-20 new value-added SKUs focusing on ready-to-eat items, expected to boost margins and sales.
  • Export segment and B2B expected to grow further, contributing increasingly to total revenue.
  • Sustainable EBITDA margins targeted at 15-16%, reflecting improved operational efficiency with volume growth.

📈 Profitability & Margins

Rank 1
  • The company expects sustainable EBITDA margins of 15% to 16% going forward, improving from recent levels.
  • Expansion of key channels (B2B, B2C, exports, franchise stores) and new product launches will drive revenue and margin growth.
  • Capacity expansions, including a 5x increase in Atta production to 45-50 tons/day and new peanut oil plant (4,000 liters/day), will boost sales.
  • Online sales and e-commerce channels are rapidly growing, with plans to double online revenue.
  • New product launches (15-20 value-added SKUs) focused on ready-to-eat and fast-moving goods to improve margins.
  • Supply chain optimization and cost control post raw material inflation expected to improve profitability.
  • Improved inventory management will reduce cost pressures seen previously.
  • Overall, the company projects better than historical revenue growth and enhanced profit margins in FY27 and beyond.

🏗️ Capital Expenditure Plans

Yes
  • FY26 capex was around INR 1.67 to 2 crores.
  • Planned capex for FY27 is INR 4.5 to 5 crores, primarily for factory and machinery expansion.
  • Capex funding is a mix of project funding and internal funds (not fully from internal accruals).
  • New factory capacity expansion includes increasing Atta production capacity from current ~20 tons/day (day and night) to 45-50 tons/day in a single shift.
  • Expansion supports new product lines like peanut oil (planned capacity 4,000 liters/day).
  • New 50,000 metric ton plant at Vidisha progressing, approx. 75% built and expected production start in 1.5 months.
  • Additional capacity added to existing plant to manage growth during new plant delay.
  • Focus on scalable growth with operational strengthening and market expansion through capex investments.

💰 Fundraising & Capital Structure

Yes
  • The company has taken project funding through increased borrowings for its ongoing capex.
  • The current capex of INR 4.5 to 5 crores for factory and machinery expansion is funded by a mix of project funding (debt) and internal funds.
  • No specific mention of future fundraising through equity.
  • There is no indication of additional planned debt fundraising beyond the current project funding.
  • The company is focused on capacity expansion to meet demand but will manage funding via existing borrowings and internal accruals.

📋 Order Book & Pipeline

No information
The document does not explicitly mention the current or expected order book or pending orders for HOAC Foods India Limited. However, from the call transcript, the following related points can be inferred: - The company has ongoing purchasing cycles with about three to three and a half months of raw material inventory, suggesting steady order placement. - Expansion activities include opening 9 to 10 new franchise stores in FY27 and increasing production capacity, implying anticipated order growth. - The new factory with increased capacity (up to 45-50 tons per day for Atta) is expected to meet growing demand shortly. - Export shipments are active to markets including the UK, US, and Australia, indicating ongoing export orders. - Sales teams are actively adding new channels and distributors, suggesting an expanding order pipeline. No specific quantitative order book or backlog figure is provided.

Key Metrics

Revenue

Rank 1

Margin

Rank 1

Capex

Yes

Fundraise

Yes

Order Book

No information

Frequently Asked Questions

What were Hoac Foods Q4 FY26 results?

Expect better growth than the previous year, building on established channels like B2B, exports, franchise stores, and online sales. The company expects sustainable EBITDA margins of 15% to 16% going forward, improving from recent levels.

What is Hoac Foods share price analysis?

Hoac Foods currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 63.4 with a market cap of ₹360 Cr. Investors should review the full earnings analysis for detailed insights.

Is Hoac Foods planning capital expenditure?

FY26 capex was around INR 1.67 to 2 crores. - Planned capex for FY27 is INR 4.5 to 5 crores, primarily for factory and machinery expansion. - Capex funding is a mix of project funding and internal funds (not fully from internal accruals). - New factory capacity expansion includes increasing Atta production capacity from current ~20 tons/day (day and night) to 45-50 tons/day in a single shift. - Expansion supports new product lines like peanut oil (planned capacity 4,000 liters/day). - New 50,000 metric ton plant at Vidisha progressing, approx.

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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.

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