| Revenue growth | Q4 FY26 consolidated revenue grew 23.7% YoY to ₹196.7cr. |
|---|---|
| Margins | FY26 EBITDA margin improved 240bps to 19.1% due to product mix. |
| Demand visibility | Strong traction from new listings; Truly Indian brand exceeding expectations. |
| Management confidence | Cautiously optimistic on maintaining long-term growth trajectory despite geopolitical challenges. |
Growth
Consolidated FY26 revenue reached ₹683.2cr (+15.9%), with PAT (excl. exceptional items) growing 39.7% to ₹96.8cr.
Outlook
Management maintains FY27 guidance of ₹925cr-1,000cr revenue, targeting 30% growth if geopolitical situations stabilize.
Risks
West Asia conflict significantly disrupted Middle East exports (GCC down 80-85%); logistics costs increased 3-4%.
Earnings Call filed with NSE, NSE: ADFFOODS. Summary written with AI assistance from 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.
More from ADF Foods Ltd
All →ADF Foods Earnings Call Transcript: Key Takeaways
ADF Foods delivered strong 25.9% revenue growth despite global shipping disruptions. While margins were pressured by freight costs, a US tariff refund significantly buoyed consolidated profitability.
ADF Foods Investor Presentation: Key Takeaways
ADF Foods reported strong Q1 FY27 consolidated revenue of INR 167.3 Cr (up 25.9% YoY) and PAT of INR 17.3 Cr. Strategy focuses on global ethnic food expansion and new manufacturing capacity.
- Call
- Guides 32% growth
ADF Foods Q1 FY27 Results: Net Profit ₹17.3 Cr, Up 13.8% YoY
ADF Foods Ltd reported revenue from operations of ₹167.3 Cr (+25.9% YoY) and net profit of ₹17.3 Cr (+13.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹17.3 Cr · +13.8% YoY
ADF Foods Earnings Call: Key Takeaways
ADF Foods delivered record consolidated revenue in Q4FY26 despite geopolitical headwinds in the Middle East. Management remains optimistic about US expansion while managing freight cost spikes.
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.
ADF Foods Earnings Call: Key Takeaways
ADF Foods reported highest-ever quarterly revenue of ₹196.7 Cr and FY26 PAT of ₹96.8 Cr, driven by strong ethnic food demand and international expansion.