MILKYMIST · NSE

Milky Mist Dairy Food Limited

₹274.07

-0.25% (-₹0.69)

Prev. close

₹274.76

Volume

50,36,730

Delivery %

31.4%

As of

18 Sept 2026

Price history

Neutral

Tushar Badjate · Badjate Stock Shares Pvt Ltd · 18 Aug 2026

Neutral on Milky Mist Dairy Food, expecting a firm listing but highlighting concerns about its valuation at 71-85x FY26 earnings, making it more expensive than peers. Also flags the company's significant debt of ₹1,672 crore against a ₹463 crore net worth as an overhang, despite ₹497 crore of IPO proceeds being used for debt reduction. The balance between growth and leverage will be a key factor beyond the initial listing.

₹274.07+₹109.07 (+66.10%) · CALL
18 Aug 202618 Sept 2026
₹292.77Entry ₹16518 Aug26 Aug02 Sept10 Sept18 SeptCall published 06:45
Tushar Badjate's call · 18 Aug 2026

Analyst sentiment

Analysts are split

4 analyst stances · last 90 days · one per analyst

Trackable

3 · 1 bull / 2 neutral / 0 bear

Long-Horizon

none in window

Commentary

1 · 1 bull / 0 neutral / 0 bear

Trackable = verdict-bearing calls · Long-Horizon = 1yr+ horizon, verdict pending · Commentary = context, not graded

Bullish 50% (2)Neutral 50% (2)Bearish 0% (0)
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Analyst opinions

CallAnalystInstrumentVerdictActions
Neutral on Milky Mist Dairy Food, expecting a firm listing but highlighting concerns about its valuation at 71-85x FY26 …Tushar BadjateBadjate Stock Shares Pvt LtdMilky Mist Dairy FoodMISS
Neutral on Milky Mist Dairy Food, expecting a firm listing but highlighting concerns about its valuation at 71-85x FY26 earnings, making it more expensive than peers. Also flags the company's significant debt of ₹1,672 crore against a ₹463 crore net worth as an overhang, despite ₹497 crore of IPO proceeds being used for debt reduction. The balance between growth and leverage will be a key factor beyond the initial listing.

How it resolved: Milky Mist Dairy Food price increased from ₹181.50 to ₹274.50 (+51.24% in 30d), which contradicts a neutral outlook. (17 Sept 2026)

Market commentary · 1 · levels, conditionals, previews, macro & hedged views — context, not graded
CallAnalystInstrumentVerdictActions

Fundamentals

About Milky Mist Dairy Food Limited

Milky Mist Dairy Food Limited produces and supplies dairy products. The company provides dairy products including cheese, paneer, butter, curd, ghee, yogurt, ice cream, milk cream, and UHT milk products. It offers ready-to-eat and ready-to-cook products, such as pizza, paneer finger, dahi tikki, cheese balls, wheat chapati, malabar parota, coin parota, ragi, idly and dosa batter and various payasam mix; chocolates, sweetened condensed milk, and traditional Indian sweets such as shrikhand, kalakhand, payasam, mishti doi, and rasgulla. The company also offers beverages, includes lassi, milkshakes, buttermilk, and flavored yogurts, including greek yogurt and skyr yogurt in various flavors and sizes. It sells its products through Milky Mist, Smartchef, Capella, Misty Lite, Briyas, and Asal brand names. The company was founded in 1985 and is based in Perundurai, India.

Details

Sector

Consumer Defensive

Industry

Packaged Foods

CEO

Dr. Rathnam Kondappan

Headquarters

Perundurai

Key stats

Market cap

₹21,152.22 Cr

P/E ratio (TTM)

166.5

EPS (TTM)

₹1.65

Shares float

12.80 Cr

Financial Performance

01 · Financials

0 Cr1000 Cr2000 Cr3000 Cr4000 Cr0%10%20%30%40%FY23FY24FY25FY26
RevenueNet incomeEBITDARevenue growth YoY

FY23 growth needs FY22 filings, which the data source doesn't provide.

02 · Earnings Per Share (EPS)

01122FY23FY24FY25FY26

04 · Operating Efficiency (Growth Rates)

Balance-sheet-based · pre-FY23 not filed in verifiable form

0%25%50%75%100%FY24FY25FY26
SalesFixed assetsTrade receivablesInventory

05 · Capital Structure & Asset Utilization

Pre-FY23 not filed in verifiable form

0 Cr1000 Cr2000 Cr3000 CrFY23FY24FY25FY26
Total assetsTotal debtDebt / equityAsset turnover

Asset turnover needs a prior year of assets — omitted for the earliest available year.

06 · Asset Base Composition

Pre-FY23 not filed in verifiable form

0 Cr1000 Cr2000 Cr3000 CrFY23FY24FY25FY26
Fixed assetsCurrent assetsOther assets

07 · Debt Level & Coverage

Pre-FY23 not filed in verifiable form

-1000 Cr0 Cr1000 Cr2000 CrFY23FY24FY25FY26
DebtFree cash flowCash & equivalents

08 · Profit & Loss

Annual

Line itemFY23FY24FY25FY26
₹1,387.34 Cr₹1,808.08 Cr₹2,332.85 Cr₹3,120.44 Cr
EBITDA₹199.60 Cr₹231.91 Cr₹325.96 Cr₹458.41 Cr
₹27.23 Cr₹19.44 Cr₹46.07 Cr₹127.01 Cr
Diluted EPS₹0.35₹0.25₹0.6₹1.65

09 · Balance Sheet

Annual

Line itemFY23FY24FY25FY26
₹1,289.42 Cr₹1,606.26 Cr₹2,150.59 Cr₹2,676.46 Cr
₹803.77 Cr₹1,041.65 Cr₹1,381.99 Cr₹1,676.72 Cr
Stockholders' equity₹262.39 Cr₹282.07 Cr₹327.79 Cr₹463.02 Cr

Annual only — the data source doesn’t publish quarterly balance-sheet detail for most NSE-listed companies.

10 · Cash Flow Statement

Annual

Line itemFY23FY24FY25FY26
₹175.04 Cr₹140.29 Cr₹314.86 Cr₹301.79 Cr
Investing cash flow₹-367.90 Cr₹-289.97 Cr₹-545.33 Cr₹-469.69 Cr
₹198.01 Cr₹151.98 Cr₹233.13 Cr₹164.48 Cr
Capital expenditure₹-391.56 Cr₹-291.92 Cr₹-595.11 Cr₹-469.72 Cr
End cash position₹9.02 Cr₹11.31 Cr₹13.97 Cr₹10.54 Cr

Annual only — the data source has no quarterly cash-flow-statement coverage.

11 · Shareholding Pattern

NSE, quarterly

Line itemAug 26
Promoter79.51%
Public20.49%
Employee trusts0.00%

Source: NSE quarterly shareholding-pattern filings, collapsed to periods where the reported percentages held steady — a column spanning several quarters means no change was filed across them. No FII/DII sub-split available from this source — Public includes all non-promoter, non-employee-trust holders.

12 · Peer Comparison

Consumer Defensive

Company
Hindustan Unilever Limited₹4.56 L Cr₹1,93243.79.3630.9%0.03+5.3%-25.3%
ITC Limited₹3.34 L Cr₹262.316.84.6028.5%0.03+4.8%-36.3%
Nestle India Limited₹2.67 L Cr₹1,383.369.966.5280.0%0.29+19.6%+14.1%
Avenue Supermarts Limited₹2.42 L Cr₹3,749.979.49.8912.1%0.10+16.0%-21.2%
Varun Beverages Limited₹1.41 L Cr₹421.9541.57.1815.5%0.13+7.1%-10.9%
Britannia Industries Limited₹1.20 L Cr₹4,98245.723.5849.6%0.27+7.5%-18.3%
Marico Limited₹1.06 L Cr₹803.956.025.1941.9%0.13+26.2%+11.7%
TATA CONSUMER PRODUCTS LIMITED₹98,978.89 Cr₹1,013.760.44.547.1%0.13+15.2%-10.8%
United Spirits Limited₹98,697.70 Cr₹1,37158.511.0220.5%0.05+7.8%+3.3%
Godrej Consumer Products Limited₹89,334.52 Cr₹88046.67.0614.7%0.35+8.5%-28.9%
Dabur India Limited₹67,765.15 Cr₹384.5534.75.9316.6%0.11+5.2%-28.1%
Milky Mist Dairy Food Limited₹21,265.39 Cr₹274.76169.545.9327.4%3.62+33.8%

Ranked by market cap within Consumer Defensive, same metrics as the Fundamentals screener. Click a column to sort.

Index membership

2 indices

NSE weights are a free-float market-cap-share estimate, not NSE’s own published (and sometimes capped) index weight. BSE weights are BSE’s own published index weight, not an estimate. Indices without weight data are listed without one, in alphabetical order after the weighted ones.

MILKYMIST

IPO Lock In Expiry: Milky Mist falls 5%, Molbio Diagnostics down 7%, Dhoot Transmission hits 10% lower circuit

businessupturn.com · 4 days ago

MILKYMIST

Why are Milky Mist Dairy Food shares down 5% today? Explained

Milky Mist Dairy Food shares fell 5% to the lower circuit today due to the expiry of the IPO anchor investor lock-in period. This made 50% of anchor shares, worth ₹232.65 crore, eligible for trading. The increased potential supply created selling pressure, with no buy orders visible.