ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | 25.9% YoY growth to ₹167.3 Cr. |
|---|---|
| Margins | Pressure from freight costs partially offset by passing costs to customers. |
| Order book | Strongest order book in company history for Q2 FY27. |
| Demand visibility | Strong preference for ready-to-eat and frozen ethnic Indian foods. |
| Management confidence | Balanced; optimistic on demand but cautious on global logistics. |
Growth
Revenue grew 25.9% YoY to ₹167.3 Cr; EBITDA grew 26% supported by tariff refunds and product mix.
Outlook
Management maintains ₹900 Cr+ revenue guidance for FY27 with high-teen EBITDA margins.
Risks
Container shortages and high ocean freight are hurting shipping volumes; US tariff volatility remains a risk.
Last quarter's promises, checked
Delivered
- Surat Phase 1 commencement → Delivered March 2026 (= BEAT)
- Maintained high-teen EBITDA margins → Delivered 17.4% (= BEAT)
- Truly Indian reach 3,000 stores → Delivered 3,000 stores (= BEAT)
Partly delivered
- FY27 Revenue ₹925-1,000 Cr → On track but contingent on logistics (= PARTIAL)
Missed
- Middle East contribution ~15% → Delivered insignificant sales due to war (= MISS)
Earnings Call Transcript filed with BSE, NSE: ADFFOODS. Summary written with AI assistance from the document.
ADF Foods Ltd: key numbers
- Share price
- ₹245.99
- Market cap
- ₹2,703 Cr
- Revenue (annual)
- ₹683.2 Cr
- Net profit (annual)
- ₹89.92 Cr
- P/E (TTM)
- 29.7×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.
More from ADF Foods Ltd
All →ADF Foods Earnings Call Transcript: 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%.
ADF Foods Investor Presentation: Key Takeaways
Record Q2 FY27 consolidated revenue of ₹200.9 Cr (+23.6% YoY), EBITDA ₹39.0 Cr (19.4% margin), PAT ₹25.3 Cr (12.6% margin). Growth led by Ashoka and Truly Indian; Surat capacity ramping.
ADF Foods Results Update
ADF Foods reported Q2 FY27 consolidated revenue of Rs 200.9 Cr, up 23.6% YoY. It also declared an interim dividend of 30% of face value.
ADF Foods Dividend
ADF Foods declared an interim dividend of Rs. 0.60 per share for FY 2026-27. Record date is 11 November 2026; payment follows within 30 days.
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
ADF Foods Board Meeting Date
ADF Foods will hold a board meeting on November 5, 2026 to consider unaudited results for the quarter and half year ended September 30, 2026. The meeting will also consider an interim dividend for FY2026-27.