ALFA Finder
The call has ended.
Key takeaways
Record ₹200.9 Cr consolidated revenue (+23.6%) masks freight-hit margins and a cut in FY27 revenue target to ₹850 Cr from ₹900 Cr. EBITDA grew only 9%; H1 PAT rose just 2.4%.
| Revenue growth | Consolidated +23.6% YoY to ₹200.9 Cr; roughly 60-65% volume-led. |
|---|---|
| Margins | Consolidated EBITDA margin 19.4% Q2, 18.6% H1; freight pressure, 'high teens' guided. |
| Order book | Described as 'strong'; no quantified order book or ratio given. |
| Demand visibility | Management says demand robust; constraint is shipping, not orders. |
| Management confidence | Balanced; confident on demand, yet FY27 revenue target trimmed. |
Growth
Revenue +23.6% YoY, roughly 60-65% volume-led; EBITDA +9% only, margin 19.4%. H1 revenue +24.6%.
Outlook
FY27 revenue target trimmed to ₹850 Cr from ₹900 Cr; management expects high-teens margins for the next two quarters.
Risks
Container and vessel shortages; Middle East transit 35-40 days, freight 7-8x; inventory ~2 weeks higher; PLI ends this year.
Last quarter's promises, checked
Delivered
- Truly Indian >3,000 US stores → 3,500+ US stores (= BEAT)
- High-teens EBITDA margin → Q2 19.4%, H1 18.6% (= BEAT)
Missed
- FY27 revenue 'upwards of ₹900 Cr' → FY27 target cut to ₹850 Cr (= MISS)
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
ADF Foods Q2 FY27 Results: Net Profit ₹25.3 Cr, Down 4.2% YoY
ADF Foods Ltd reported revenue from operations of ₹200.9 Cr (+23.6% YoY) and net profit of ₹25.3 Cr (-4.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹25.3 Cr · -4.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management maintains ₹900 Cr+ revenue guidance for FY27 with high-teen EBITDA margins.
Growth they described
Revenue grew 25.9% YoY to ₹167.3 Cr; EBITDA grew 26% supported by tariff refunds and product mix.
Call details
| Company | Adf Foods Ltd |
|---|---|
| NSE symbol | ADFFOODS |
| ISIN | INE982B01027 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 3:30 PM IST |
Adf Foods Ltd: key numbers
- Share price
- ₹244.04
- Market cap
- ₹2,681 Cr
- Revenue (annual)
- ₹683.2 Cr
- Net profit (annual)
- ₹89.92 Cr
- P/E (TTM)
- 29.5×Sector 41.3×
- Promoter holding
- 36.13%+0.00% QoQ
- FII holding
- 11.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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