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%.
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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%.
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 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 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 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.
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' 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.
ADF Foods signed an EPC contract with CleanMax to install a 950 KWp rooftop solar power plant at its Surat manufacturing facility, expected by year-end.
Ms. Purvi Dwivedi, General Manager – Accounts, has resigned from her position as Senior Management Personnel, effective August 21, 2026.
ADF Foods updated that the opposing party in their litigation has filed an appeal. The company confirmed the previously granted injunction and judgements remain in effect.
ADF Foods Ltd. held its 36th Annual General Meeting on August 12, 2026, via video conferencing. Shareholders considered financial statements, dividends, and director appointments.
CRISIL Ratings Limited has upgraded the long-term bank facility rating of ADF Foods Limited to 'Crisil A+/Stable' and reaffirmed the short-term rating as 'Crisil A1'.
ADF Foods Limited received an independent ESG rating of '55' (Adequate) from CRISIL ESG Ratings & Analytics Limited. The company clarified it did not engage the agency.
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 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.
ADF Foods reported Q1 FY27 consolidated revenue of Rs. 167.3 Crore and EBITDA of Rs. 29.7 Crore, marking a 25.9% year-on-year growth for the quarter.
ADF Foods Limited is incorporating a wholly owned step-down subsidiary in Ireland for EUR 20,000 to facilitate ease of doing business in Europe.
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.
ADF Foods scheduled a board meeting for July 29, 2026, to consider unaudited standalone and consolidated financial results for the quarter ending June 30, 2026.
ADF Foods provided the web-link and path for its FY 2025-26 Annual Report and 36th AGM notice. The AGM is scheduled for August 12, 2026.
ADF Foods Limited submitted its Business Responsibility and Sustainability Report for FY 2025-26. The report details the company's ESG performance and general corporate disclosures.
ADF Foods Limited filed its Annual Report for FY 2025-26. The 36th Annual General Meeting is scheduled for August 12, 2026, via video conferencing.
ADF Foods scheduled its 36th AGM for August 12, 2026. Agenda includes adopting financial results, declaring a ₹0.60 dividend, and director re-appointments.
ADF Foods' US subsidiary received a tariff refund of ₹19.97 crore. The refund follows a US Supreme Court directive.
ADF Foods' US subsidiary won a favorable court order awarding $2.29 million in damages against Ascot Valley Foods. This resolves allegations of trade secret misappropriation.
ADF Foods subsidiary received a favourable court order for US$ 2.30 million (₹21.60 Crore) against Ascot Valley Foods. The award relates to trade secret misappropriation.
ADF Foods issued a reminder to physical shareholders to update KYC details and bank mandates. Compliance is required to ensure seamless electronic dividend credits.
ADF Foods Limited submitted its Annual Secretarial Compliance Report for the financial year ended March 31, 2026. The report confirms comprehensive regulatory compliance with no fines levied.
ADF Foods reported record Q4 FY26 consolidated revenue of ₹196.7cr, up 23.7% YoY, driven by strong penetration of Ashoka and Truly Indian brands.
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.