Consumer Food · Founded 2008 · www.jeyyamfoods.com · NSE · ISIN INE0RXB01022
No Notes Added Yet
1. Business Overview
Jeyyam Global Foods Ltd. is an India-based company primarily engaged in the processing, marketing, and distribution of a range of packaged food products. Its core business involves sourcing agricultural commodities like paddy, pulses, and spices, processing them through cleaning, grading, milling, and packaging, and then selling them under its own brands. The company aims to provide quality staple food products to consumers, primarily operating within the consumer food sector, focusing on the retail segment.
2. Key Segments / Revenue Mix
While specific revenue contributions by segment are not consistently disaggregated in public filings, Jeyyam Global Foods Ltd.'s product portfolio broadly includes:
Rice: Various varieties of rice (e.g., Basmati, Sona Masoori, Ponni) constitute a significant part of its offerings.
Pulses (Dals): A range of lentils and dals.
Spices: Ground and whole spices.
The company's revenue mix is predominantly driven by the sale of these processed and branded staple food products.
3. Industry & Positioning
The Indian consumer food industry is large, diverse, and highly competitive, characterized by a significant unorganized sector transitioning towards branded and packaged foods. Jeyyam Global Foods operates in this evolving landscape, competing with both large national FMCG players and numerous regional and local brands in the staple food categories. The company positions itself by focusing on product quality, consistent supply, and building distribution networks, particularly in its operational geographies. Its standing is generally that of a mid-sized player focusing on quality and potentially strong regional presence within specific product categories.
4. Competitive Advantage (Moat)
Jeyyam Global Foods' competitive advantages are likely to include:
Brand Recognition (Regional/Product Specific): Building trust and recall among consumers for its specific brands within its operational markets, particularly for staple products where brand loyalty can be developed over time.
Distribution Network: An established supply chain and distribution network, enabling its products to reach a wide retail base in its target regions.
Operational Efficiency: Managing the procurement, processing, and packaging efficiently to maintain competitive pricing and product quality. However, these are often subject to commodity price fluctuations.
5. Growth Drivers
Key factors that can drive growth for Jeyyam Global Foods over the next 3-5 years include:
Shift to Branded Foods: The ongoing trend of consumers transitioning from unbranded/loose staple foods to packaged and branded products, driven by hygiene, convenience, and quality concerns.
Increased Urbanization & Disposable Income: Rising incomes and urbanization in India are leading to higher per capita consumption and a willingness to pay for quality processed foods.
Distribution Expansion: Expanding its reach into new geographies within India or strengthening its presence in existing markets.
Product Portfolio Diversification: Introducing new products within its existing categories or adjacent food segments to capture a larger share of consumer spending.
Export Opportunities: Tapping into the demand for Indian food products in international markets.
6. Risks
Commodity Price Volatility: Significant fluctuations in the prices of raw materials (paddy, pulses, spices) can impact profitability and require effective hedging or pricing strategies.
Intense Competition: The presence of numerous national and regional players, including larger FMCG companies with greater marketing spend and distribution power, poses a continuous competitive threat.
Supply Chain Disruptions: Dependence on agricultural output makes the company vulnerable to weather patterns, crop failures, and other supply chain disruptions.
Changing Consumer Preferences: Evolving consumer tastes, dietary trends, and demand for healthier or niche products could require constant adaptation.
Regulatory & Food Safety Risks: Strict food safety standards and regulations in India and potential export markets necessitate continuous compliance and quality control.
7. Management & Ownership
Jeyyam Global Foods Ltd. is likely a promoter-led company, common for many Indian businesses. Promoters generally hold a significant stake in such companies, reflecting a long-term commitment. Management quality would depend on their experience in the food processing industry, strategic vision, and corporate governance practices, which can be assessed through annual reports and public disclosures. The ownership structure typically involves a substantial promoter holding, with the remainder held by the public and institutional investors.
8. Outlook
Jeyyam Global Foods Ltd. operates in a promising sector driven by India's consumption story and the formalization of the food industry. The company has potential for growth stemming from increasing demand for branded staples and opportunities for market expansion. However, its performance will be subject to the highly competitive nature of the Indian food market, the ability to manage raw material price volatility, and the effectiveness of its distribution and branding strategies. Success will depend on consistent product quality, efficient cost management, and the ability to scale operations while navigating intense competition from both organized and unorganized players.
Price goes above X
Price falls below X
PE goes above X
PE falls below X
| #(Fig in Cr.) |
|---|
| Net Sales |
| Other Income |
| Total Income |
| Total Expenditure |
| Operating Profit |
| Interest |
| Depreciation |
| Exceptional Income / Expenses |
| Profit Before Tax |
| Provision for Tax |
| Profit After Tax |
| Adjustments |
| Profit After Adjustments |
| Adjusted Earnings Per Share |
| #(Fig in Cr.) | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM |
|---|---|---|---|---|---|---|
| Net Sales | 244 | 254 | 382 | 630 | 762 | |
| Other Income | 0 | 0 | 0 | 0 | 1 | |
| Total Income | 244 | 254 | 382 | 630 | 763 | |
| Total Expenditure | 233 | 242 | 365 | 596 | 722 | |
| Operating Profit | 12 | 12 | 17 | 34 | 42 | |
| Interest | 5 | 4 | 4 | 9 | 9 | |
| Depreciation | 2 | 2 | 2 | 5 | 5 | |
| Exceptional Income / Expenses | 0 | 0 | 0 | 0 | 0 | |
| Profit Before Tax | 5 | 6 | 10 | 20 | 27 | |
| Provision for Tax | 1 | 1 | 3 | 5 | 5 | |
| Profit After Tax | 3 | 4 | 8 | 15 | 22 | |
| Adjustments | 0 | 0 | 0 | 0 | 0 | |
| Profit After Adjustments | 3 | 4 | 8 | 15 | 22 | |
| Adjusted Earnings Per Share | 2.7 | 1.2 | 2.2 | 4.3 | 4.6 |
| # | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|
| Sales CAGR | 21% | 44% | 0% | 0% |
| Operating Profit CAGR | 24% | 52% | 0% | 0% |
| PAT CAGR | 47% | 77% | 0% | 0% |
| # | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|
| Share Price CAGR | -10% | NA% | NA% | NA% |
| ROE Average | 18% | 17% | 15% | 15% |
| ROCE Average | 18% | 16% | 14% | 14% |
| #(Fig in Cr.) | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|
| Shareholder's Funds | 31 | 57 | 65 | 80 | 167 |
| Minority's Interest | 0 | 0 | 0 | 0 | 0 |
| Borrowings | 33 | 12 | 29 | 25 | 19 |
| Other Non-Current Liabilities | 2 | 2 | 2 | 3 | 4 |
| Total Current Liabilities | 35 | 29 | 72 | 84 | 65 |
| Total Liabilities | 101 | 99 | 168 | 192 | 254 |
| Fixed Assets | 23 | 25 | 36 | 64 | 74 |
| Other Non-Current Assets | 37 | 39 | 43 | 1 | 9 |
| Total Current Assets | 40 | 36 | 90 | 127 | 171 |
| Total Assets | 101 | 99 | 168 | 192 | 254 |
| #(Fig in Cr.) | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|
| Opening Cash & Cash Equivalents | 0 | 0 | 0 | 7 | 0 |
| Cash Flow from Operating Activities | 11 | 8 | -31 | -11 | 1 |
| Cash Flow from Investing Activities | -27 | -6 | -17 | 9 | -30 |
| Cash Flow from Financing Activities | 16 | -3 | 55 | -4 | 31 |
| Net Cash Inflow / Outflow | -0 | -0 | 6 | -6 | 2 |
| Closing Cash & Cash Equivalent | 0 | 0 | 7 | 0 | 2 |
| # | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|
| Earnings Per Share (Rs) | 2.72 | 1.23 | 2.22 | 4.26 | 4.65 |
| CEPS(Rs) | 4.32 | 1.85 | 2.93 | 5.59 | 5.71 |
| DPS(Rs) | 0 | 0 | 0 | 0 | 0 |
| Book NAV/Share(Rs) | 24.44 | 16.17 | 18.39 | 22.66 | 35.23 |
| Core EBITDA Margin(%) | 4.84 | 4.6 | 4.53 | 5.34 | 5.36 |
| EBIT Margin(%) | 4.02 | 3.74 | 3.88 | 4.6 | 4.83 |
| Pre Tax Margin(%) | 1.91 | 2.29 | 2.74 | 3.18 | 3.6 |
| PAT Margin (%) | 1.42 | 1.72 | 2.06 | 2.4 | 2.9 |
| Cash Profit Margin (%) | 2.25 | 2.58 | 2.71 | 3.14 | 3.56 |
| ROA(%) | 3.44 | 4.37 | 5.88 | 8.37 | 9.88 |
| ROE(%) | 11.14 | 9.88 | 12.86 | 20.76 | 17.84 |
| ROCE(%) | 11.53 | 10.81 | 11.98 | 17.34 | 17.75 |
| Receivable days | 6.79 | 7.62 | 15.32 | 18.72 | 31.99 |
| Inventory Days | 36.26 | 34.25 | 28.69 | 28.92 | 25.19 |
| Payable days | 20.91 | 14.71 | 5.5 | 3.91 | 3 |
| PER(x) | 0 | 0 | 0 | 0 | 7.52 |
| Price/Book(x) | 0 | 0 | 0 | 0 | 0.99 |
| Dividend Yield(%) | 0 | 0 | 0 | 0 | 0 |
| EV/Net Sales(x) | 0.22 | 0.13 | 0.23 | 0.18 | 0.31 |
| EV/Core EBITDA(x) | 4.56 | 2.88 | 4.98 | 3.38 | 5.61 |
| Net Sales Growth(%) | 0 | 3.85 | 50.53 | 64.8 | 21.05 |
| EBIT Growth(%) | 0 | -3.31 | 56.4 | 94.95 | 27.12 |
| PAT Growth(%) | 0 | 26.01 | 80.13 | 91.8 | 46.31 |
| EPS Growth(%) | 0 | -54.67 | 80.13 | 91.81 | 9.07 |
| Debt/Equity(x) | 1.74 | 0.58 | 1.42 | 1.2 | 0.42 |
| Current Ratio(x) | 1.14 | 1.23 | 1.24 | 1.51 | 2.64 |
| Quick Ratio(x) | 0.46 | 0.42 | 0.73 | 0.76 | 1.99 |
| Interest Cover(x) | 1.91 | 2.58 | 3.39 | 3.24 | 3.94 |
| Total Debt/Mcap(x) | 0 | 0 | 0 | 0 | 0.43 |
| # | Sep 2024 | Mar 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|
| Promoter | 65.76 | 65.76 | 65.76 | 65.53 |
| FII | 5.83 | 1.15 | 0 | 0 |
| DII | 2.8 | 2.49 | 2.58 | 1.79 |
| Public | 25.61 | 30.61 | 31.66 | 32.67 |
| Others | 0 | 0 | 0 | 0 |
| Total | 100 | 100 | 100 | 100 |
| # | Sep 2024 | Mar 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|
| Promoter | 3.12 | 3.12 | 3.12 | 3.11 |
| FII | 0.28 | 0.05 | 0 | 0 |
| DII | 0.13 | 0.12 | 0.12 | 0.09 |
| Public | 1.22 | 1.45 | 1.5 | 1.55 |
| Others | 0 | 0 | 0 | 0 |
| Total | 4.75 | 4.75 | 4.75 | 4.75 |
| # | Sep 2024 | Mar 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|
| Promoter | 65.76 | 65.76 | 65.76 | 65.53 |
| FII | 5.83 | 1.15 | 0 | 0 |
| DII | 2.8 | 2.49 | 2.58 | 1.79 |
| Public | 34.24 | 34.24 | 34.24 | 34.47 |
| Others | 0 | 0 | 0 | 0 |
| Total | 100 | 100 | 100 | 100 |
| # | Sep 2024 | Mar 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|
| Promoter | 3.12 | 3.12 | 3.12 | 3.11 |
| FII | 0.28 | 0.05 | 0 | 0 |
| DII | 0.13 | 0.12 | 0.12 | 0.09 |
| Public | 1.63 | 1.63 | 1.63 | 1.64 |
| Others | 0 | 0 | 0 | 0 |
| Total | 4.75 | 4.75 | 4.75 | 4.75 |
| # | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|
| Sales CAGR | +21% | +44% | — | — |
| Operating Profit CAGR | +24% | +52% | — | — |
| PAT CAGR | +47% | +77% | — | — |
| Share Price CAGR | -10% | — | — | — |
| ROE Average | +18% | +17% | +15% | +15% |
| ROCE Average | +18% | +16% | +14% | +14% |
* The pros and cons are machine generated.
Our experts help you choose the right stocks based on performance, risk, and growth potential.
Looking to buy unlisted shares or need guidance on the investment process? Our expert Private Equity Advisors are here to assist you with accurate information, real-time pricing, and seamless execution.
Want to sell unlisted shares, liquidate your ESOPs, or understand the step-by-step process of liquidation? Connect with our Buying Team for smooth coordination, quick evaluations, and end-to-end support.
Planning to build or grow your portfolio? For Mutual Fund investments, PMS solutions, tailored portfolio creation, and overall wealth management, our dedicated Wealth Team is ready to guide you.