ALFA Finder| 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)
Earnings Call Transcript filed with BSE, NSE: ADFFOODS. Summary written with AI assistance from the document.
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.
More from ADF Foods Ltd
All →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.
ADF Foods Legal & Regulatory
ADF Foods' subsidiary executed a settlement for US$ 1.75 million (approx. ₹16.8 Crore) to resolve litigation with Ascot Valley Foods Ltd regarding previous monetary judgments.
- Value
- ₹16.80 Cr