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Nakoda Group of Industries Ltd

Q2 FY26Food Products

Nakoda Group of Industries Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹40
Market cap₹70 Cr
P/E43.0
Updated23 Aug 2026
Read4 min read

What the Q2 FY26 call signalled

2 of 3 strong

RevenueGood growth
MarginMargins up
CapexNo capex planned

The short version

The FMCG beverage vertical, especially the energy drink and flavored mixer segments, is expected to scale up with deeper distribution and new SKUs, including new flavors like Ginger Ale and Kiwi & Lime. The company expects strong revenue growth driven by the new FMCG beverage vertical, especially energy drinks and flavored mixers, with significant scaling planned in FY 26-27.

From Nakoda Group of Industries Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Good growth
  • The FMCG beverage vertical, especially the energy drink and flavored mixer segments, is expected to scale up with deeper distribution and new SKUs, including new flavors like Ginger Ale and Kiwi & Lime.
  • Revenue growth for FY 26-27 is projected to almost double as the company sets up new distribution channels and scales the beverage segment.
  • Initial revenue from energy drinks started in Q3 FY 25-26 with strong early consumer response and repeat orders anticipated by next quarter.
  • The core agro-based business remains stable with expected volume growth driven by operational efficiencies and expanded market reach.
  • The company targets growth in metro and tier 1 cities first, followed by tier 2 and tier 3 regions through additional distributors.

2 more points from Nakoda Group of Industries Ltd's call on revenue

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Profitability & Margins

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Capital Expenditure Plans

No capex planned
  • Currently, Nakoda Group is not planning any additional CAPEX for increasing capacity, particularly in the tutti-frutti business where around 60%-65% finished goods capacity is utilized.
  • The focus is on better utilization of existing capacity before considering expansion.
  • The company is emphasizing operational enhancements, automation, digital upgrades, and tighter expense control to boost productivity and reduce costs.
  • For the new beverage vertical (energy drinks and mixers), contract manufacturing agreements are in place with sufficient capacity (24,000 cans/day) to meet market demand, indicating no immediate need for CAPEX there.

2 more points from Nakoda Group of Industries Ltd's call on capex

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Top-ranked in Food Products

Ranked on what management guided this quarter

Guidance-ranked
Rev 1Mar 1
2Hoac Foods
Rev 1Mar 1
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

  • For the new energy drink launched in October 2025, early responses are positive with small repeat orders already being received.
  • The company expects to analyze repeat order trends over the next quarter to better understand sales momentum.
  • The beverage segment, including mineral water and mixers, is in the early phase as of FY 25-26, with anticipated exponential revenue growth from FY 26-27 as distribution channels develop.
  • Existing business continues to perform well, contributing full revenues in Q2 before new product revenues contribute in Q3 and thereafter.

Nakoda Group of Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹11 Cr, net profit ₹0 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Nakoda Group of Industries Ltd Q2 FY26 results?

The FMCG beverage vertical, especially the energy drink and flavored mixer segments, is expected to scale up with deeper distribution and new SKUs, including new flavors like Ginger Ale and Kiwi & Lime. The company expects strong revenue growth driven by the new FMCG beverage vertical, especially energy drinks and flavored mixers, with significant scaling planned in FY 26-27.

What is Nakoda Group of Industries Ltd share price analysis?

Nakoda Group of Industries Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 43.0 with a market cap of ₹70 Cr. Investors should review the full earnings analysis for detailed insights.

Is Nakoda Group of Industries Ltd planning capital expenditure?

Currently, Nakoda Group is not planning any additional CAPEX for increasing capacity, particularly in the tutti-frutti business where around 60%-65% finished goods capacity is utilized.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.