CM Chandrababu Naidu's wife gains Rs 78,80,11,646 in just 1 day from this FMCG stock after announcing Q1FY26 results!

On Friday, the Indian stock market was in red with the Sensex & the Nifty-50 indices down over 0.7 per cent each. Though the market was in red, one stock from the FMCG sector jumped over 7 per cent to an intraday high of Rs 493.25 per share. The stock’s 52-week high is Rs 658 per share and its 52-week low is Rs 355.55 per share.

The FMCG stock name is backed by CM Chandrababu Naidu's wife, Bhuvaneswari Nara is Heritage Foods Ltd.

CM Chandrababu Naidu's wife, Bhuvaneswari Nara, holds 2,26,11,525 shares or 24.37 per cent stake in the company as of June 2025. Her portfolio gains Rs 78,80,11,646 in just 1 day from this FMCG stock after announcing Q1FY26 results.

About the Company

Heritage Foods Ltd, established in 1992, is a prominent player in India's dairy sector, particularly dominant in South India. The company boasts an impressive capacity to process 2.78 million litres of milk daily, offering a diverse range of over 418 distinct dairy products. These products are distributed through a robust network of distributors, exclusive Heritage distribution centres and Heritage parlours, ensuring wide market reach. Beyond its core dairy operations, Heritage Foods Ltd has diversified into renewable energy and animal feed production, showcasing a broader business strategy. As the flagship company of the Hyderabad-based Heritage group, founded by Mr. Nara Chandra Babu Naidu, Heritage Foods Ltd is a well-integrated entity with a strong presence in multiple segments.

Heritage Foods recently celebrated 34 years, reaffirming its commitment to farmer empowerment, good governance, and innovation. The company unveiled its ambitious 'Vision 2030', aiming to become India's most admired dairy nutrition brand. Despite facing headwinds from unprecedented unseasonal rains that impacted demand for value-added products (VAP) in Q1 FY26, Heritage Foods demonstrated robust revenue growth of 10 per cent year-on-year, achieving its highest-ever quarterly topline of Rs 11,368 million. This growth was supported by a 9.9 per cent increase in milk procurement to 17.8 lakh litres per day and a 2.8 per cent rise in milk sales volume. The company strategically managed rising raw milk prices through a blended revenue increase, and while VAP contribution saw a slight dip due to weather, it still grew by 5.5 per cent in Q1, with expanded VAP (including Ghee & Butter) surging by 7.4 per cent year-on-year.

The company’s focus on long-term growth is evident in its continued strengthening of the supply chain and strategic investments. The board approved an additional 44.4 per cent stake acquisition in HNFPL, increasing its total holding to 94.4 per cent for strategic control of the yoghurt supply chain. Future positive momentum is anticipated from the upcoming ice cream facility and other capital investments in value-added products. While Q1 FY26 saw some margin pressure with EBITDA declining 21 per cent to Rs 739 million, the company's proactive measures, including a 360° marketing campaign and the launch of new fortified and high-protein VAP ranges, are set to reinforce its growth trajectory. Furthermore, its wholly-owned subsidiary, Heritage Nutrivet Limited, delivered stellar results with a 26 per cent YoY revenue increase and a 130 per cent YoY surge in profit before tax, highlighting operational efficiency.

The company has a market cap of over Rs 4,500 crore with a PE of 26x, an ROE of 20 per cent and an ROCE of 25 per cent. The stock is up by 38.7 per cent from its 52-week low of Rs 355.55 per share.

Disclaimer: The article is for informational purposes only and not investment advice.