ADF Foods Limited has informed the Exchange about Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ADFFOODS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-1.5%1-day move

₹272.60

prior close

₹300.00

base price

After-mkt

timing

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-2.4-3.3-4.5-5.1-1.5-3.5-0.6-3.8-3.0+1.6+4.0+4.7+14.1—

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AI summary

ADF Foods reported highest-ever Q4 FY26 consolidated revenue of INR 196.7 Crores, up 23.7% YoY, with PAT of INR 25.9 Crores growing 57.6% YoY. For full year FY26, consolidated revenue reached INR 683.2 Crores (up 15.9% YoY) with EBITDA of INR 130.7 Crores (margin 19.1%) and PAT of INR 96.8 Crores (up 39.7% YoY). The company maintained high-teens EBITDA margins despite macroeconomic headwinds from tariffs and geopolitical issues. The Surat greenfield facility Phase 1 has commenced operations in Q4 FY26. Management targets INR 1,000+ Crores revenue in FY27, with Ashoka brand positioned for 20-25% CAGR and Truly Indian brand expanding to ~3,000 stores in the US including marquee chains.

Likely market impact

Strong operational performance with robust margin expansion and cash surplus position (net cash of INR 78 Cr) positions the company well for continued growth. The INR 1,000 Crore revenue target for FY27 provides clear multi-year visibility for investors.