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Mama's Creations (MAMA) investor relations material
Mama's Creations 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic positioning and market opportunity
Positioned at the intersection of convenience and value in the $60 billion deli-prepared foods category, which is highly fragmented and growing in volume and shelf space.
Category growth is supported by economic trends favoring in-home dining over restaurants, benefiting retailers and manufacturers.
Retailers are expanding shelf space for prepared foods, with products priced competitively against restaurant options.
Leadership and team development
Entire leadership team rebuilt over three years, bringing in experienced executives from major food companies.
Management team is considered highly qualified for the deli space, driving operational improvements and growth.
Distribution, product penetration, and innovation
Store presence expanded from 8,000 to an expected 15,000 doors, including major wins with Target and Food Lion.
Average items per store increased from under five to about seven, with significant potential for further expansion.
Focus on increasing items carried (AIC) and velocity per store, prioritizing depth over breadth in distribution.
Product innovation includes new paninis, vegetables, and Mediterranean items, leveraging recent acquisitions.
- TimeTickerHeadlineOpen
- 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income.
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