ADF Foods Limited has informed the Exchange about Investor Presentation
ADFFOODS · price
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ADF Foods shared its Q4 & FY25 investor presentation covering standalone and consolidated results. Standalone FY25 revenue rose 15.5% YoY to Rs. 478.4 Cr with EBITDA of Rs. 105.2 Cr (22.0% margin) and PAT of Rs. 80.2 Cr (16.8% margin). Consolidated FY25 revenue grew to Rs. 589.6 Cr, but EBITDA margins dipped to 16.7% (from 20.2%) and PAT margins to 11.8%, hit by higher raw material, labour, and brand-marketing costs. Q4 FY25 standalone revenue was Rs. 134.6 Cr (+4.4% YoY) with PAT of Rs. 21.5 Cr. Management reiterated a Rs. 1,000+ Cr revenue target for FY27, driven by Rs. 250–275 Cr from Surat Greenfield expansion, Rs. 180–200 Cr from brownfield/debottlenecking, and Rs. 100+ Cr from distribution scale-up, while maintaining a net debt-free balance sheet.
Mixed near-term signal — strong standalone performance but margin compression on a consolidated basis due to cost and brand-investment headwinds. Long-term growth story remains intact with clear capacity-led targets and debt-free status, though execution of the Surat Greenfield plant (expected H2 FY26) will be the key catalyst to watch.