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Earnings Call

Aelea Commodities Earnings Call: Key Takeaways

Aelea Commodities delivered stellar FY26 performance with Revenue at ₹38,150.41 Lakhs and PAT surging to ₹2,131.52 Lakhs, driven by capacity expansion and focus on high-margin value-added cashew products.

Highlights
Revenue growth109.46% YoY for FY26 (Consolidated).
MarginsConsolidated EBITDA margin at 10.58% (+583 bps YoY).
Demand visibilityStrong sectoral demand driving capacity expansion from 40 to 140 MTPD.
Management confidenceHigh; cited conviction-led decisions and relentless execution.

Growth

Consolidated FY26 Revenue grew 109.46% YoY; PAT skyrocketed 1,739.74% YoY. Standalone PAT turned positive.

Outlook

Expanding Surat Unit-II to 140 MTPD; developing Unit-III with 4 MW renewable energy integration; targeting ~100 MTPD additional capacity.

Risks

Exposure to international commodity price volatility and supply chain risks from African RCN sourcing.

Source

Earnings Call filed with BSE, BSE: 544213. Summary written with AI assistance from the document.

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Aelea Commodities Ltd: key numbers

Share price
₹148.40
Market cap
₹302.3 Cr
Revenue (annual)
₹381.5 Cr
Net profit (annual)
₹21.32 Cr
P/E (TTM)
14.2×Sector 41.4×
Promoter holding
63.74%
FII holding
0.07%Current quarter

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

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