Milky Mist Dairy Food Ltd (MILKYMIST) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management confidently guides for sustaining both the 40%+ revenue growth and 15% EBITDA margin into the second half of FY27.
- The high-protein portfolio is a key future driver, expected to grow from 12% of revenue today to 18-20% in the next 2-3 years.
- A new 200 TPD paneer plant is planned for Perundurai, and a new factory in Maharashtra is advancing, signaling aggressive capacity expansion to support future growth.
Performance Overview
- Milky Mist Dairy Food Ltd achieved a record-breaking quarter with its highest-ever revenue, EBITDA, and margins in Q2 FY27.
- The company demonstrated strong growth momentum, with revenue from operations growing 41.6% year-over-year.
- Significant expansion was seen in the high-protein product portfolio, which now contributes 12% to the topline, up from 7% last year.
- Distribution network was strengthened, reaching 4 lakh retail touchpoints and 4,200 distributors, with online channels growing to 21% of revenue.
- Strategic capacity expansions are underway, including a new 200 tonnes per day paneer facility at Perundurai and plans for a new plant in Baramati, Maharashtra.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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