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Earnings Call

ADF Foods Earnings Call: Key Takeaways

ADF Foods reported record Q4 FY26 performance with 23.7% revenue growth. Strategy focuses on expanding global footprint and scaling the 'Truly Indian' brand in US mainstream retail.

Highlights
Revenue growthFY26 Consolidated Revenue up 15.9% YoY to ₹683.2 Cr.
MarginsFY26 Consolidated EBITDA margin at 19.1%.
Demand visibilityStrong diaspora demand and rapid scaling in US/Germany mainstream markets.
Management confidencePositioned flagship Ashoka brand for 20-25% CAGR.

Growth

Q4 FY26 Consolidated Revenue grew 23.7% YoY to ₹196.7 Cr; FY26 PAT rose 39.7% to ₹96.8 Cr.

Outlook

Targeting ₹1,000 Cr+ revenue by FY27. Surat greenfield facility Phase 1 commenced operations in Q4 FY26.

Risks

Navigating macroeconomic headwinds, including tariff changes, West Asia conflict, and supply chain disruptions.

Source

Earnings Call filed with BSE, NSE: ADFFOODS. Summary written with AI assistance from the document.

Read the document ↗

ADF Foods Ltd: key numbers

Share price
₹270.60
Market cap
₹2,973 Cr
Revenue (annual)
₹683.2 Cr
Net profit (annual)
₹89.92 Cr
P/E (TTM)
32.3×Sector 43.4×
Promoter holding
36.13%+0.00% QoQ
FII holding
11.59%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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