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Investor Presentation

Aelea Commodities Investor Presentation: Key Takeaways

H1 FY27 consolidated revenue ₹24,673.96 Lakhs (+42.06% YoY), EBITDA ₹2,331.03 Lakhs (+52.87%), EBITDA margin 9.45%. PAT ₹863.53 Lakhs, broadly flat. ₹114 Cr capacity expansion planned.

Highlights
MarginsEBITDA margin 9.45% vs 8.78%; cashew pass-through model, fixed value addition/kg.
Demand visibilityUtilisation 100%; India demand 3,76,000 tons; EU, US, China also large.

Growth

Revenue +42.06% YoY to ₹24,673.96 Lakhs; EBITDA +52.87%; margin 9.45% (+66.86 bps). PAT marginally down YoY.

Outlook

No explicit guidance. ₹114 Cr expansion: +60 MT capacity, 30 MT cardanol unit, 30-month build, Feb 2027 start.

Risks

Borrowings doubled to ₹232.72 Cr (short-term for inventory); deferred tax weighed on PAT; margin % falls when cashew prices rise.

Source

Investor Presentation filed with BSE, BSE: 544213. Summary written with AI assistance from the document.

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Aelea Commodities Ltd: key numbers

Share price
₹124.05
Market cap
₹252.7 Cr
Revenue (annual)
₹381.5 Cr
Net profit (annual)
₹21.32 Cr
P/E (TTM)
11.8×Sector 45.0×
Promoter holding
63.74%
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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