Hatsun Agro Q2 FY26 Earnings Results

Hatsun Agro Product Limited, one of India’s largest private-sector dairy companies, manufactures and markets a wide range of milk and milk products, including the iconic Arun Icecreams brand, under the leadership of R G Chandramogan. The company leverages over 50 years of experience and innovation in the dairy sector.

Q2 FY26 Earnings Summary 

• Consolidated revenue reached ₹2,381 crore, up 14.91% from ₹2,072 crore year on year.
• Total expenses increased 11.65% to ₹2,224 crore, up from ₹1,992 crore in Q2 FY25.
• Consolidated net profit soared 87.5% to ₹120 crore, compared to ₹64 crore a year ago.
• Earnings per share (EPS) was ₹5.40, up 86.85% from ₹2.89 in the same period last year.

Operational and Business Highlights

• Revenue and profit growth was fueled by robust demand for consumer dairy products, led by ice creams, value-added milk, and curd across South and East India.
• Improved operating profit margin, benefiting from efficient milk procurement, scale advantages, and lower input cost pressure relative to last year.
• The addition of new processing plants and investments in cold chain logistics supported higher volumes and wider geographic reach.

Financial Position and Outlook

• Margins recovered strongly, with EBITDA and net margin expansion on the back of cost control and premiumization strategies.​
• Management is optimistic about sustaining demand growth in value-added products, further capacity expansion, and brand-building investments for the rest of FY26.
• Hatsun Agro Product is positioned to capitalize on India’s structural growth in dairy and processed foods through innovation and operational leverage.

Hatsun Agro Product Ltd demonstrated a significant turnaround in profitability and is poised for sustained growth backed by continued investment in product quality, distribution, and scale advantages.

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