Milkfood Ltd (MLKFOOD) — FY26 Annual Report | 27 August 2026(2 announcements)

· BSE 🔴 High Importance Neutral
By StockFin Research Team AI-Assisted Analysis Source: BSE/NSE Filings
1 Annual Report 🔴 High Importance Neutral 📄 PDF
📢 Key Event
Notice dispatched to shareholders without registered email addresses regarding AGM and annual report access
💡 Investor Takeaway
Shareholders without registered emails must access AGM materials via website links provided in this postal notice.

Milkfood Limited announced that shareholders without registered email addresses will receive a notice about the 53rd Annual General Meeting and FY2025-26 Integrated Annual Report via postal mail, directing them to access documents through the company website and CDSL portal. The filing confirms compliance with SEBI Listing Regulations for electronic communication of AGM materials.

2 Annual Report 🔴 High Importance Neutral 📄 PDF
📢 Key Event
Milkfood Limited reported FY2025-26 revenue of ₹48,459 lakhs and profit after tax of ₹4,429 lakhs, with a strategic asset sale generating ₹130 crores.
🔄 What Changed
Revenue increased 73% YoY; PAT surged 478% YoY; subsidiary MFL Trading was struck off; asset sale of ₹130 crores executed; Jyotsna Bhatnagar appointed as Independent Director; Sudhir Avasthi reappointed as MD until 2031.
🔮 What's Next
The Board plans to channel proceeds from the asset sale into business development initiatives to enhance financial flexibility and long-term growth.
💡 Investor Takeaway
The company is focusing on balance sheet strengthening through asset sales and strategic expansion, with no dividend proposed to retain earnings for growth.

Milkfood Limited reported a 73% year-on-year revenue increase to ₹48,459 lakhs and a 478% jump in profit after tax to ₹4,429 lakhs for FY2025-26, driven by strategic asset sales and revaluation gains. The Board retained earnings for expansion, proposed no dividend, and sold its Moradabad property for [amount context mismatch] crores to strengthen the balance sheet. Key changes include the striking off of subsidiary MFL Trading Private Limited, reappointment of Sudhir Avasthi as Managing Director until 2031, and appointment of Jyotsna Bhatnagar as Independent Director. Material risks include declining rural youth interest in dairy farming, supply chain volatility, and regulatory compliance costs. The company maintains robust governance practices and plans to leverage growth opportunities in India's dairy sector.

About Milkfood Ltd (MLKFOOD)

Fast Moving Consumer Goods · FMCG · Listed on BSE

Market Cap: ₹213.16 Cr ROE: -3.1% ROCE: 2.8% Div Yield: 6.00%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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