| Revenue growth | 23.7% YoY consolidated growth; standalone revenue up 11.6% in Q4. |
|---|---|
| Margins | Consolidated EBITDA margins improved to 17.4% on operational efficiencies. |
| Demand visibility | Strong US demand for Ashoka and Truly Indian brands. |
| Management confidence | Balanced confidence; cautious regarding geopolitical impacts in GCC markets. |
Growth
Consolidated revenue grew 23.7% YoY; EBITDA margins expanded to 17.4% on better product mix.
Outlook
FY27 revenue guidance is ₹925-1000cr assuming Middle East stabilization and Surat facility ramp-up.
Risks
Middle East logistics remains volatile; freight costs spiked 3-4% of revenue in March.
Earnings Call filed with NSE, NSE: ADFFOODS. Summary written with AI assistance from the document.
ADF Foods Ltd: key numbers
- Share price
- ₹293.10
- Market cap
- ₹3,220 Cr
- Revenue (annual)
- ₹683.2 Cr
- Net profit (annual)
- ₹89.92 Cr
- P/E (TTM)
- 35.0×Sector 42.5×
- Promoter holding
- 36.13%+0.00% QoQ
- FII holding
- 11.59%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ADF Foods Ltd
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ADF Foods Earnings Call Transcript: Key Takeaways
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.