ALFA Finder| Margins | EBITDA margins improved to 12.7%; expected to remain stable. |
|---|---|
| Order book | Good visibility until middle of Q3 FY27 despite logistical delays. |
| Demand visibility | Strong order book visibility through middle of Q3FY27. |
| Management confidence | High on margin stability and long-term recovery in EU/UK markets. |
Growth
PAT grew 138% YoY to INR 22 Cr; EBITDA margin expanded to 12.7% from 7.1% YoY despite lower volumes.
Outlook
Management expects 12,000 MT sales volume for FY27, aiming for 14,000-15,000 MT in FY28/FY29 as EU FTAs implement.
Risks
War-led transportation disruptions, container shortages, labor shortages in summer, and rising farm-gate prices are key headwinds.
Last quarter's promises, checked
Delivered
- Guided to sustain FY26 margins → delivered 12.7% Q1FY27 vs 7.7% FY26 (= BEAT)
- Guided to reduce debt significantly → maintained lean financial profile (= BEAT)
- Guided to regain U.S. volumes post-tariff reduction → U.S. market certainty driving profitability (= BEAT)
Partly delivered
- Guided RTE mix increase from 12% → delivered 16% (Target 18-20%) (= PARTIAL)
Missed
- Guided 14,000 MT annual volume → 2,624 MT Q1 implies ~10,500 MT run rate (= MISS)
Earnings Call Transcript filed with BSE, NSE: APEX. Summary written with AI assistance from the document.
Apex Frozen Foods Ltd: key numbers
- Share price
- ₹324.95
- Market cap
- ₹1,015 Cr
- Revenue (annual)
- ₹931.1 Cr
- Net profit (annual)
- ₹38.85 Cr
- P/E (TTM)
- 19.8×Sector 29.0×
- Promoter holding
- 72.62%+0.00% QoQ
- FII holding
- 4.82%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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