| Revenue growth | Q4 FY26 consolidated revenue grew 23.7% YoY to ₹196.7cr. |
|---|---|
| Margins | FY26 EBITDA margin improved 240bps to 19.1% due to product mix. |
| Demand visibility | Strong traction from new listings; Truly Indian brand exceeding expectations. |
| Management confidence | Cautiously optimistic on maintaining long-term growth trajectory despite geopolitical challenges. |
Growth
Consolidated FY26 revenue reached ₹683.2cr (+15.9%), with PAT (excl. exceptional items) growing 39.7% to ₹96.8cr.
Outlook
Management maintains FY27 guidance of ₹925cr-1,000cr revenue, targeting 30% growth if geopolitical situations stabilize.
Risks
West Asia conflict significantly disrupted Middle East exports (GCC down 80-85%); logistics costs increased 3-4%.
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.