Milky Mist Dairy Food Ltd. Share Price

Milky Mist: 895% Profit Jump, but High Debt on the one Side

Milky Mist is a value-added dairy FMCG company. Unlike most peers, it sells zero liquid milk. Its 640+ SKUs across 22 product categories span paneer, curd, ice cream, Greek yogurt, cheese and ghee, distributed across 3,94,000 retail touchpoints nationally. What happened: Q1FY27 revenue grew 43.6% YoY to Rs 973.5 crore, driven by paneer (+34% YoY to Rs 248.3 crore), yogurt (+153%) and ice cream (+60%). EBITDA rose 74.5% to Rs 144.9 crore, expanding margins from 12.2% to 14.9%. Net profit jumped 895% to Rs 64.7 crore, though this reflects recovery from a very low base of Rs 6.5 crore. The company is also building a whey protein plant to process 1 million litres daily, targeting operations within 15-18 months. Why it matters: India’s value-added dairy market is projected to grow from Rs 5.5 lakh crore to Rs 10 lakh crore by 2030. Milky Mist earns 100% of its revenue from value-added products. FSSAI crackdowns on analogue paneer are redirecting consumer demand to genuine dairy brands. Non-South geographies are growing at 50% YoY, expanding the company’s revenue base well beyond its Tamil Nadu core. What I am watching: Management targets 43-44% annual revenue growth and 16-18% EBITDA margins over 3-4 years. Both are ambitious targets. FY26 liabilities stood at Rs 2,213.5 crore, significant for a company at this scale. How fast it reduces debt alongside capacity expansion will determine if earnings growth translates into shareholder value. My stance: The business model, category mix and growth trajectory are genuinely impressive. Debt is the central risk. Watching margin improvement through FY27 and the whey plant ramp before forming a firm view. I do not hold a position in Milky Mist at the time of writing. This is not investment advice.

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MILKY MIST EXPANDS HIGH-PROTEIN PRODUCT PORTFOLIO

India's fastest-growing dairy company

has expanded its high-protein product portfolio with the launch of Milky Mist High Protein Lactose-free Milk. The launch builds on the growing demand for high-protein products across the company's portfolio. Over the past couple of years, it has witnessed approximately 50% year-on-year growth in demand across products such as High Protein Paneer, Greek Yogurt and Skyr. The introduction of High Protein Lactose-free Milk further strengthens the Company's presence in this category and expands its offerings to address evolving consumer preferences. With its established processing capabilities and technology-led manufacturing infrastructure, the company is positioned to scale production in line with market demand.

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Milky Mist Dairy Food Ltd. STOCK DOWN 4.5%

Milky Mist Dairy Food shares came under selling pressure on October 12, despite the company issuing a clarification regarding media reports about concerns over its paneer products. In an exchange filing dated October 10, the company acknowledged media reports and social media posts referring to an alleged communication from the Food Safety and Standards Authority of India (FSSAI) concerning its paneer products. The company clarified that, as of the date and time of the disclosure, it had not received any specific notice, order or communication from either FSSAI or the Tamil Nadu Food Safety Department directing an inquiry into its paneer products, contrary to the claims made in the reports. Milky Mist added that it would respond appropriately to any communication received from the relevant authorities and take necessary action in accordance with applicable laws. From a technical perspective, Milky Mist Dairy Food is showing short-term weakness following a strong rally. The stock was trading at Rs 308.35, indicating weakening price momentum. The immediate support level is placed at Rs 305. A break below this level could trigger further downside towards Rs 300. On the upside, resistance is seen in the Rs 318–322 range, followed by a stronger resistance zone at Rs 330–335. Given the prevailing technical weakness, fresh buying at current levels is not recommended. Milky Mist Dairy Food is a packaged food company with a diversified portfolio spanning cheese, paneer, curd, ghee, yogurt, ice cream, chocolates, frozen foods, and ready-to-eat and ready-to-cook products. Its offerings are marketed under the Milky Mist brand and sub-brands such as SmartChef, Capella and Misty Lite, along with the recently acquired Briyas and Asal brands.

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🚨 AIRFLOA RAIL TECHNOLOGY | FY26: +66% REVENUE GROWTH

🚨 AIRFLOA RAIL TECHNOLOGY | FY26: +66% REVENUE GROWTH + ₹469 Cr ORDER BOOK + 90% CAPACITY UTILISATION Airfloa Rail Technology Ltd. is emerging as a focused play on India's railway modernization and turnkey train-interior ecosystem. FY26 was a transformational year, with the company moving beyond component manufacturing toward integrated design, tooling, manufacturing, assembly, installation and commissioning. The numbers highlight the acceleration. 📊 FY26 KEY NUMBERS 🔹 Revenue: ₹319.60 Cr | +66.12% YoY 🔹 PAT: ₹39.15 Cr | +51.85% YoY 🔹 Order Book: ₹469 Cr 🔹 Capacity Utilisation: 90% across 5 units 🔹 Active Bidding Pipeline: ~₹1,200 Cr The order book is heavily linked to Indian Railways, with approximately 96% railway and 4% non-railway exposure. 🚆 THE BIG STORY: RAILWAY MODERNISATION

— Neha Gupta | SEBI Registered Research Analyst Registration No.: INH000016542 ⚠️ For educational and research purposes only. Not investment advice. Investors should conduct their own research and assess all risks independently.

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Cupid Ltd’s Q2 results confirm strong fundamentals

Cupid Ltd surged to an all-time high of ₹306.95 today (30 Sept 2026), backed by strong Q2 results showing net profit of ₹44.15 crore (up 194% YoY) and revenue growth of 159% YoY. The stock has delivered extraordinary returns, rising over 613% in the past year. 📊 Key Financial Highlights (Q2 FY26-27) Revenue: ₹154.72 crore, up 28.98% QoQ and 158.73% YoY Operating Profit: ₹60.07 crore, up 60.14% QoQ and 264.72% YoY Net Profit (PAT): ₹44.15 crore, up 21.76% QoQ and 194.14% YoY Operating Margin: 38.82% (highest recorded to date) EPS: ₹0.32 vs ₹0.18 last quarter (up 61.82%) 📈 Stock Performance Current Price: ₹306.95 (BSE/NSE) Intraday High: ₹296 before closing near peak 1-Year Return: +613.77% (vs Sensex -9.50%) YTD Return: +196.19% 3-Year Return: +7,402.44% 5-Year Return: +13,241.30% Market Cap: ₹38,659 crore (largest in FMCG sector, 77.92% of sector cap) 📌 Sector & Market Context Cupid Ltd now dominates the FMCG sector, contributing 11.51% of industry sales. The company has reported five consecutive profitable quarters, showing operational consistency. Stock trades above all key moving averages (5, 20, 50, 100, 200-day), confirming a bullish technical outlook. Elevated volatility (21.24% intraday) reflects strong trading interest. 🔎 Comparison with Peers Company 1-Year Return Market Trend Cupid Ltd +613.77% Strong Bullish Dabur India -22.93% Weak Colgate-Palmolive -19.00% Weak Patanjali Foods -36.04% Declining Hatsun Agro +21.83% Moderate Milky Mist Dairy +73.13% Rising ⚠️ Risks & Considerations High volatility may lead to sharp corrections despite bullish momentum. Valuation stretched after massive multi-year rally; investors should watch for profit booking. Sector concentration risk: Cupid dominates FMCG, but overdependence on one segment could pose challenges if demand slows.

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FY27: ₹973 Cr REVENUE +44% | EBITDA ₹145 Cr | PAT ₹64.7 Cr

🚨 MILKY MIST | Q1 FY27: ₹973 Cr REVENUE +44% | EBITDA ₹145 Cr | PAT ₹64.7 Cr

Milky Mist delivered a strong Q1 FY27 with broad-based growth across its value-added dairy portfolio. 📈 Revenue: ₹973.45 Cr (+44%) 📈 Gross Margin: 34.2% | +~270 bps 📈 EBITDA: ₹144.89 Cr | 14.9% margin 📈 PAT: ₹64.67 Cr 🥛 Milk procurement: 13.2 lakh litres/day Key category momentum: 🧀 Paneer: +34% 🧀 Cheese: +38% 🥣 Curd: +27% 🍦 Ice Cream revenue: +60% 🥛 Yogurt: ₹84.5 Cr revenue The company is also expanding into high-protein paneer, Greek yogurt, Skyr and natural cheddar, with a new 120 TPD natural cheddar plant commissioned in Q1. 🚀 Next growth triggers: Whey Protein Concentrate plant, capacity expansion, pan-India distribution and protein-led premiumisation. ⚠️ Key risks: milk-cost inflation, capex execution, working-capital requirements and category seasonality. — Neha Gupta | SEBI Registered Research Analyst Registration No.: INH000016542 For educational purposes only. Not investment advice. #MilkyMist #DairyStocks #FMCG #Paneer #Cheese #Protein #IndianStocks

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