| Management target | Revenue 31.7% FY27 |
|---|
| Revenue growth | 25.9% YoY consolidated; 20.5% YoY standalone. |
|---|---|
| Margins | EBITDA margins sustained in high teens (17.7%). |
| Order book | Robust order book noted despite shipping constraints. |
| Demand visibility | Strong diaspora demand; robust order book in Q1. |
Growth
Consolidated revenue grew 25.9% YoY; EBITDA up 26.0% YoY to INR 29.7 Cr with 17.7% margin.
Outlook
Targeting INR 900+ Cr revenue in FY27. Phase 1 of Surat greenfield facility now operational for frozen foods.
Risks
Geopolitical uncertainties (West Asia conflict), supply chain disruptions, vessel shortages, and elevated ocean freight rates.
Last quarter's promises, checked
Delivered
- Guided high-teen EBITDA margins → delivered 17.7% (= BEAT)
- Guided Surat facility Phase 1 ops in Q4 FY26 → delivered operational (= BEAT)
- Guided net debt-free balance sheet → delivered net debt-free (= BEAT)
Partly delivered
- Guided INR 925-1000 Cr FY27 revenue → current projection INR 900+ Cr (= PARTIAL)
Investor Presentation filed with BSE, 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.