| Management target | Revenue FY27 |
|---|
| Revenue growth | 25.9% YoY growth to ₹167.3 Cr. |
|---|---|
| Margins | Pressure from freight costs partially offset by passing costs to customers. |
| Order book | Strongest order book in company history for Q2 FY27. |
| Demand visibility | Strong preference for ready-to-eat and frozen ethnic Indian foods. |
| Management confidence | Balanced; optimistic on demand but cautious on global logistics. |
Growth
Revenue grew 25.9% YoY to ₹167.3 Cr; EBITDA grew 26% supported by tariff refunds and product mix.
Outlook
Management maintains ₹900 Cr+ revenue guidance for FY27 with high-teen EBITDA margins.
Risks
Container shortages and high ocean freight are hurting shipping volumes; US tariff volatility remains a risk.
Last quarter's promises, checked
Delivered
- Surat Phase 1 commencement → Delivered March 2026 (= BEAT)
- Maintained high-teen EBITDA margins → Delivered 17.4% (= BEAT)
- Truly Indian reach 3,000 stores → Delivered 3,000 stores (= BEAT)
Partly delivered
- FY27 Revenue ₹925-1,000 Cr → On track but contingent on logistics (= PARTIAL)
Missed
- Middle East contribution ~15% → Delivered insignificant sales due to war (= MISS)
Earnings Call Transcript 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 Credit Rating
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ADF Foods Investor Presentation: Key Takeaways
ADF Foods reported strong Q1 FY27 consolidated revenue of INR 167.3 Cr (up 25.9% YoY) and PAT of INR 17.3 Cr. Strategy focuses on global ethnic food expansion and new manufacturing capacity.
- Call
- Guides 32% growth