Hatsun Agro Product Limited — Cyborg Score 7/10

Solid
Dairy Products & Packaged Foods - Consumer Defensive Sector

Strategic Profile

The company distributes its products through stores under the Arun Icecreams, Arokya, Hatsun, HAP daily, Ibaco, Hanobar, Havia Chocolates, Milky Moo, Daily Moo, Imiyo, and Santosa brand names. A strategic shift towards higher-margin products, particularly in ice cream, and exploration of international markets for exports are expected to diversify revenue.

Cyborg Score Rationale

Net profit rose 47.97% to Rs 60.58 crore in Q3 FY26 with sales rising 17.61% to Rs 2363.72 crore, demonstrating solid operational growth. However, the company has delivered a poor sales growth of 10.3% over past five years, indicating modest long-term momentum.

Top Insights

  • Q3 FY26 net profit rose 47.97% YoY to Rs 60.58 crore with PAT growing 48% YoY, demonstrating strong profit recovery
  • Company has reduced debt and maintained a healthy dividend payout of 59.2%, signaling financial prudence
  • FY25 revenue of ₹8,683 crore, up 8.9%, with net profit ₹1,006 crore at 11.6% margin, achieving scale
  • Acquired Milk Mantra for ₹233 crore, expanding product portfolio through M&A

Named Competitors

  • Dairy and Packaged Foods — Diversified FMCG with strong biscuits and dairy presence
  • Ice Cream and Dairy — Global FMCG major with premium ice cream and dairy portfolio
  • Personal Care and Dairy — Diversified FMCG leader with emerging dairy business

Recent Developments

  • (January 2026) Accidental leak of draft Q3 results on WhatsApp by a senior executive, now under internal probe
  • (November 2025) Credit rating reaffirmed by CRISIL as AA Positive for Rs.2120 crore bank loan facilities on Nov 28, 2025
  • (October 2025) FY25 revenue of ₹8,683 crore, up 8.9%, with net profit ₹1,006 crore; H1 FY26 sales reached ₹5,018 crore with EBITDA margin at 13.8%, growing 196% YoY

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